PDS Planning, Inc
- SEC CIK
- 0000838618
- Latest filing
- Aug 5, 2026
LU holding history
Lufax Holding 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.
LU overviewAll 13F holders of LUFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −18,429−100.0% | Sold out | Holders |
| Q3 2024 | 18,429 | $64.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 18,429 | $43.7K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 18,429 | $77.8K | <0.1% | +18,429 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −13,334−100.0% | Sold out | Holders |
| Q1 2023 | 13,334 | $27.2K | <0.1% | +13,334 | New | Holders |