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Livermore
Livermore
ZHEN

PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

ASX holding history

ASE Technology Holding Co., Ltd. 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.

ASX overviewAll 13F holders of ASXFull Q2 2026 holdings

Shares (Q2 2026)
43,540
Value
$1.96M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of ASX by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202643,540$1.96M0.1%−2,727−5.9%ReducedHolders
Q1 202646,267$1.00M0.1%−1,233−2.6%ReducedHolders
Q4 202547,500$764.8K0.1%+162+0.3%AddedHolders
Q3 202547,338$525.0K<0.1%+2,487+5.5%AddedHolders
Q2 202544,851$463.3K<0.1%+3,363+8.1%AddedHolders
Q1 202541,488$363.4K<0.1%+2,652+6.8%AddedHolders
Q4 202438,836$391.1K<0.1%+3,688+10.5%AddedHolders
Q3 202435,148$343.0K<0.1%+778+2.3%AddedHolders
Q2 202434,370$392.5K<0.1%+91+0.3%AddedHolders
Q1 202434,279$376.7K<0.1%−1,024−2.9%ReducedHolders
Q4 202335,303$332.2K<0.1%−455−1.3%ReducedHolders
Q3 202335,758$268.9K<0.1%+1,406+4.1%AddedHolders
Q2 202334,352$267.6K<0.1%−249−0.7%ReducedHolders
Q1 202334,601$275.8K<0.1%+13,652+65.2%AddedHolders
Q4 202220,949$131.3K<0.1%+1,459+7.5%AddedHolders
Q3 202219,490$97.0K<0.1%+4,210+27.6%AddedHolders
Q2 202215,280$79.0K<0.1%−9,375−38.0%ReducedHolders
Q1 202224,655$175.0K<0.1%+5,141+26.3%AddedHolders
Q4 202119,514$152.0K<0.1%−563−2.8%ReducedHolders
Q3 202120,077$158.0K<0.1%+2,650+15.2%AddedHolders
Q2 202117,427$140.0K<0.1%+6,341+57.2%AddedHolders
Q1 202111,086$85.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.