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Disclosery

PDS Planning, Inc: WF position timeline

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

PDS Planning, Inc held 18,515 WF 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 18,515 shares
    Change vs previous 13F +4,401 shares

    0.06% of the 13F portfolio, value $1,062,761.

    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 14,114 shares
    Change vs previous 13F +621 shares

    0.06% of the 13F portfolio, value $939,992.

    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 13,493 shares
    Change vs previous 13F +469 shares

    0.05% of the 13F portfolio, value $793,253.

    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 13,024 shares
    Change vs previous 13F -416 shares

    0.05% of the 13F portfolio, value $731,298.

    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 13,440 shares
    Change vs previous 13F +180 shares

    0.05% of the 13F portfolio, value $668,371.

    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 13,260 shares
    Change vs previous 13F +1,403 shares

    0.04% of the 13F portfolio, value $442,619.

    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 11,857 shares
    Change vs previous 13F -487 shares

    0.03% of the 13F portfolio, value $370,531.

    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 12,344 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $441,051.

    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).