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Disclosery

PDS Planning, Inc: WFC position timeline

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

PDS Planning, Inc held 14,211 WFC 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 14,211 shares
    Change vs previous 13F +749 shares

    0.07% of the 13F portfolio, value $1,174,397.

    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 13,462 shares
    Change vs previous 13F -283 shares

    0.07% of the 13F portfolio, value $1,071,710.

    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 13,745 shares
    Change vs previous 13F +586 shares

    0.09% of the 13F portfolio, value $1,281,034.

    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 13,159 shares
    Change vs previous 13F +409 shares

    0.08% of the 13F portfolio, value $1,102,987.

    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 12,750 shares
    Change vs previous 13F +880 shares

    0.08% of the 13F portfolio, value $1,021,530.

    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 11,870 shares
    Change vs previous 13F +1,754 shares

    0.07% of the 13F portfolio, value $852,147.

    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 10,116 shares
    Change vs previous 13F +173 shares

    0.06% of the 13F portfolio, value $710,548.

    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 9,943 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $561,680.

    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).