PDS Planning, Inc

SEC CIK: 0000838618
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

PBA holding history

Pembina Pipeline Corp 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.

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

Shares (Q2 2026): 4,746
Value: $219.5K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of PBA by PDS Planning, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,746	$219.5K	<0.1%	−189−3.8%	Reduced	Holders
Q1 2026	4,935	$220.9K	<0.1%	+4,935	New	Holders
Q4 2025	0	$0	0.0%	−5,021−100.0%	Sold out	Holders
Q3 2025	5,021	$203.2K	<0.1%	+5,021	New	Holders