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PDS Planning, IncIndexIndex / Passive

CIK: 0000838618 | DUBLIN, OH

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR629$1.8B2026-11-03SEC ↗
Q2 2026
13F-HR609$1.7B2026-08-05SEC ↗
Q1 2026
13F-HR561$1.5B2026-04-22SEC ↗
Q4 2025
13F-HR553$1.5B2026-01-26SEC ↗
Q3 2025
13F-HR540$1.4B2025-10-21SEC ↗
Q2 2025
13F-HR516$1.3B2025-07-24SEC ↗
Q1 2025
13F-HR476$1.2B2025-04-24SEC ↗
Q4 2024
13F-HR444$1.1B2025-02-10SEC ↗
Q3 2024
13F-HR443$1.1B2024-10-30SEC ↗
Q2 2024
13F-HR396$991.2M2024-08-08SEC ↗
Q1 2024
13F-HR397$951.8M2024-05-01SEC ↗
Q4 2023
13F-HR365$878.0M2024-02-01SEC ↗
Q3 2023
13F-HR338$773.0M2023-10-23SEC ↗
Q2 2023
13F-HR340$782.1M2023-07-21SEC ↗
Q1 2023
13F-HR305$725.3M2023-05-02SEC ↗
Q4 2022
13F-HR225$625.7M2023-01-27SEC ↗
Q3 2022
13F-HR203$26.5M2022-11-02SEC ↗
Q2 2022
13F-HR215$26.4M2022-07-15SEC ↗
Q1 2022
13F-HR237$25.6M2022-04-18SEC ↗
Q4 2021
13F-HR219$19.8M2022-01-25SEC ↗
Q3 2021
13F-HR211$13.3M2021-10-22SEC ↗
Q2 2021
13F-HR199$14.0M2021-07-26SEC ↗
Q1 2021
13F-HR175$12.4M2021-04-20SEC ↗
Q4 2020
13F-HR161$11.6M2021-01-21SEC ↗
Q3 2020
13F-HR139$9.5M2020-10-19SEC ↗
Q2 2020
13F-HR134$10.1M2020-08-11SEC ↗
Q1 2020
13F-HR101$7.2M2020-04-20SEC ↗
Q4 2019
13F-HR104$8.6M2020-02-07SEC ↗
Q3 2019
13F-HR100$7.1M2019-10-28SEC ↗
Q2 2019
13F-HR94$6.8M2019-08-14SEC ↗
Q1 2019
13F-HR89$7.4M2019-04-19SEC ↗
Q4 2018
13F-HR81$8.2M2019-02-08SEC ↗
Q3 2018
13F-HR93$8.8M2018-11-02SEC ↗
Q2 2018
13F-HR76$8.4M2018-07-27SEC ↗
Q1 2018
13F-HR75$8.3M2018-05-03SEC ↗
Q4 2017
13F-HR67$8.9M2018-02-14SEC ↗