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Planning Strategies Inc.: PDBC position timeline

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

Planning Strategies Inc. held 59 PDBC shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 59 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,139.

    13F-HR 0002139665-26-000002 filed by Planning Strategies Inc.
    Accepted , ingested