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PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

SLB holding history

SLB Limited 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.

SLB overviewAll 13F holders of SLBFull Q2 2026 holdings

Shares (Q2 2026)
5,784
Value
$268.9K
% of portfolio
<0.1%
Quarters held
6
Since Q3 2023
Holdings of SLB by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,784$268.9K<0.1%+50+0.9%AddedHolders
Q1 20265,734$294.7K<0.1%+101+1.8%AddedHolders
Q4 20255,633$216.2K<0.1%+5,633NewHolders
Q4 20240$00.0%−4,901−100.0%Sold outHolders
Q3 20244,901$205.6K<0.1%+4,901NewHolders
Q2 20240$00.0%−3,950−100.0%Sold outHolders
Q1 20243,950$216.5K<0.1%+3,950NewHolders
Q4 20230$00.0%−3,896−100.0%Sold outHolders
Q3 20233,896$227.1K<0.1%+3,896NewHolders