Skip to content
Disclosery

PDS Planning, Inc: WAB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PDS Planning, Inc on WAB, newest first. How the timeline and the estimate are built.

PDS Planning, Inc held 2,099 WAB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,099 shares
    Change vs previous 13F +8 shares

    0.03% of the 13F portfolio, value $565,838.

    13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,091 shares
    Change vs previous 13F +137 shares

    0.03% of the 13F portfolio, value $522,447.

    13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,954 shares
    Change vs previous 13F +58 shares

    0.03% of the 13F portfolio, value $417,139.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,896 shares
    Change vs previous 13F +5 shares

    0.03% of the 13F portfolio, value $380,082.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,891 shares
    Change vs previous 13F +216 shares

    0.03% of the 13F portfolio, value $395,788.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,675 shares
    Change vs previous 13F +97 shares

    0.03% of the 13F portfolio, value $303,804.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,578 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $299,117.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,577 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $286,584.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).