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Disclosery

PDS Planning, Inc: WOR position timeline

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

PDS Planning, Inc held 14,228 WOR 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 14,228 shares
    Change vs previous 13F +550 shares

    0.04% of the 13F portfolio, value $764,915.

    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 13,678 shares
    Change vs previous 13F +4 shares

    0.05% of the 13F portfolio, value $713,177.

    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 13,674 shares
    Change vs previous 13F +11 shares

    0.05% of the 13F portfolio, value $705,190.

    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 13,663 shares
    Change vs previous 13F +10 shares

    0.05% of the 13F portfolio, value $758,157.

    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 13,653 shares
    Change vs previous 13F +641 shares

    0.06% of the 13F portfolio, value $868,858.

    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 13,012 shares
    Change vs previous 13F +1,220 shares

    0.05% of the 13F portfolio, value $651,766.

    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 11,792 shares
    Change vs previous 13F +356 shares

    0.04% of the 13F portfolio, value $472,976.

    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 11,436 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $474,009.

    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).