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PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

GEF holding history

Greif, 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.

GEF overviewAll 13F holders of GEFFull Q2 2026 holdings

Shares (Q2 2026)
8,797
Value
$655.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of GEF by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,797$655.3K<0.1%+6+0.1%AddedHolders
Q1 20268,791$589.6K<0.1%+4,451+102.6%AddedHolders
Q4 20254,340$293.8K<0.1%−3,631−45.6%ReducedHolders
Q3 20257,971$476.3K<0.1%00.0%UnchangedHolders
Q2 20257,971$518.0K<0.1%−401−4.8%ReducedHolders
Q1 20258,372$460.4K<0.1%+3,519+72.5%AddedHolders
Q4 20244,853$296.6K<0.1%−8,708−64.2%ReducedHolders
Q3 202413,561$849.7K0.1%+10.0%AddedHolders
Q2 202413,560$779.3K0.1%+6,039+80.3%AddedHolders
Q1 20247,521$519.3K0.1%−4,213−35.9%ReducedHolders
Q4 202311,734$769.7K0.1%+10.0%AddedHolders
Q3 202311,733$783.9K0.1%+10.0%AddedHolders
Q2 202311,732$808.2K0.1%+10.0%AddedHolders
Q1 202311,731$743.4K0.1%+3,111+36.1%AddedHolders
Q4 20228,620$578.1K0.1%00.0%UnchangedHolders
Q3 20228,620$513.0K0.1%−7,653−47.0%ReducedHolders
Q2 202216,273$1.01M0.2%00.0%UnchangedHolders
Q1 202216,273$1.06M0.2%+2,335+16.8%AddedHolders
Q4 202113,938$841.0K0.2%+137+1.0%AddedHolders
Q3 202113,801$892.0K0.2%00.0%UnchangedHolders
Q2 202113,801$836.0K0.2%00.0%UnchangedHolders
Q1 202113,801$787.0K0.2%––Holders

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