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Disclosery

PDS Planning, Inc: WM position timeline

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

PDS Planning, Inc held 2,575 WM 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 2,575 shares
    Change vs previous 13F +322 shares

    0.03% of the 13F portfolio, value $573,916.

    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 2,253 shares
    Change vs previous 13F +13 shares

    0.03% of the 13F portfolio, value $517,717.

    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 2,240 shares
    Change vs previous 13F -102 shares

    0.03% of the 13F portfolio, value $492,150.

    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 2,342 shares
    Change vs previous 13F -209 shares

    0.04% of the 13F portfolio, value $517,094.

    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 2,551 shares
    Change vs previous 13F +350 shares

    0.04% of the 13F portfolio, value $583,815.

    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 2,201 shares
    Change vs previous 13F +225 shares

    0.04% of the 13F portfolio, value $509,539.

    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 1,976 shares
    Change vs previous 13F +308 shares

    0.04% of the 13F portfolio, value $398,828.

    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 1,668 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $346,277.

    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).