PDS Planning, Inc

SEC CIK: 0000838618
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

BR holding history

Broadridge Financial Solutions, 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.

BR overview All 13F holders of BR Full Q2 2026 holdings

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2024

Holdings of BR by PDS Planning, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−1,025−100.0%	Sold out	Holders
Q2 2025	1,025	$249.0K	<0.1%	+57+5.9%	Added	Holders
Q1 2025	968	$234.6K	<0.1%	+2+0.2%	Added	Holders
Q4 2024	966	$218.5K	<0.1%	+966	New	Holders