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Disclosery

PDS Planning, Inc: WMT position timeline

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

PDS Planning, Inc held 32,479 WMT 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 32,479 shares
    Change vs previous 13F +124 shares

    0.21% of the 13F portfolio, value $3,678,562.

    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 32,355 shares
    Change vs previous 13F +830 shares

    0.27% of the 13F portfolio, value $4,021,126.

    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 31,525 shares
    Change vs previous 13F +373 shares

    0.23% of the 13F portfolio, value $3,512,145.

    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 31,152 shares
    Change vs previous 13F +388 shares

    0.22% of the 13F portfolio, value $3,210,474.

    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 30,764 shares
    Change vs previous 13F +2,258 shares

    0.22% of the 13F portfolio, value $3,008,125.

    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 28,506 shares
    Change vs previous 13F +2,087 shares

    0.21% of the 13F portfolio, value $2,502,550.

    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 26,419 shares
    Change vs previous 13F +3,452 shares

    0.21% of the 13F portfolio, value $2,386,959.

    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 22,967 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,854,587.

    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).