Skip to content
Disclosery

PDS Planning, Inc: WIT position timeline

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

PDS Planning, Inc held 353,018 WIT 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 353,018 shares
    Change vs previous 13F +37,190 shares

    0.05% of the 13F portfolio, value $794,291.

    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 315,828 shares
    Change vs previous 13F +64,204 shares

    0.04% of the 13F portfolio, value $669,555.

    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 251,624 shares
    Change vs previous 13F +35,793 shares

    0.05% of the 13F portfolio, value $714,612.

    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 215,831 shares
    Change vs previous 13F +29,562 shares

    0.04% of the 13F portfolio, value $567,636.

    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 186,269 shares
    Change vs previous 13F -17,196 shares

    0.04% of the 13F portfolio, value $562,532.

    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 203,465 shares
    Change vs previous 13F +22,369 shares

    0.05% of the 13F portfolio, value $622,603.

    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 181,096 shares
    Change vs previous 13F +88,744 shares

    0.06% of the 13F portfolio, value $641,080.

    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 92,352 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $598,441.

    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).