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PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

AGL holding history

agilon health, 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.

AGL overviewAll 13F holders of AGLFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q4 2021
Holdings of AGL by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−845−100.0%Sold outConverted for a 1-for-25 splitHolders
Q4 202521,114$14.5K<0.1%−1,117−5.0%ReducedHolders
Q3 202522,231$22.9K<0.1%−3,239−12.7%ReducedHolders
Q2 202525,470$58.6K<0.1%+832+3.4%AddedHolders
Q1 202524,638$106.7K<0.1%−1,310−5.0%ReducedHolders
Q4 202425,948$49.3K<0.1%−1,347−4.9%ReducedHolders
Q3 202427,295$107.3K<0.1%−1,400−4.9%ReducedHolders
Q2 202428,695$187.7K<0.1%−139−0.5%ReducedHolders
Q1 202428,834$175.9K<0.1%−62−0.2%ReducedHolders
Q4 202328,896$362.6K<0.1%+108+0.4%AddedHolders
Q3 202328,788$511.3K0.1%+60.0%AddedHolders
Q2 202328,782$499.1K0.1%+70+0.2%AddedHolders
Q1 202328,712$681.9K0.1%−5,345−15.7%ReducedHolders
Q4 202234,057$549.7K0.1%−92−0.3%ReducedHolders
Q3 202234,149$800.0K0.1%−1,104−3.1%ReducedHolders
Q2 202235,253$770.0K0.1%+35,253NewHolders
Q1 20220$00.0%−35,080−100.0%Sold outHolders
Q4 202135,080$947.0K0.2%+35,080NewHolders