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PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

ACT holding history

Enact Holdings, Inc. in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ACT overviewAll 13F holders of ACTFull Q2 2026 holdings

Shares (Q2 2026)
52,051
Value
$2.38M
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of ACT by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202652,051$2.38M0.1%+100.0%AddedHolders
Q1 202652,041$2.12M0.1%+18,566+55.5%AddedHolders
Q4 202533,475$1.33M0.1%−60.0%ReducedHolders
Q3 202533,481$1.28M0.1%+33,481NewHolders