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Disclosery

PDS Planning, Inc: WS position timeline

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

PDS Planning, Inc held 12,684 WS 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 12,684 shares
    Change vs previous 13F +536 shares

    0.02% of the 13F portfolio, value $425,929.

    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 12,148 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $368,692.

    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 12,147 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $420,529.

    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 12,147 shares
    Change vs previous 13F +11 shares

    0.03% of the 13F portfolio, value $369,147.

    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 12,136 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $362,017.

    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 12,133 shares
    Change vs previous 13F +729 shares

    0.03% of the 13F portfolio, value $307,329.

    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 11,404 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $362,875.

    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 11,404 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $387,850.

    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).