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PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

T holding history

AT&T 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.

T overviewAll 13F holders of TFull Q2 2026 holdings

Shares (Q2 2026)
38,536
Value
$797.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of T by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202638,536$797.7K<0.1%+879+2.3%AddedHolders
Q1 202637,657$1.09M0.1%+5,449+16.9%AddedHolders
Q4 202532,208$800.0K0.1%−7,778−19.5%ReducedHolders
Q3 202539,986$1.13M0.1%+677+1.7%AddedHolders
Q2 202539,309$1.14M0.1%+2,627+7.2%AddedHolders
Q1 202536,682$1.04M0.1%+3,632+11.0%AddedHolders
Q4 202433,050$752.6K0.1%+1,470+4.7%AddedHolders
Q3 202431,580$694.8K0.1%+398+1.3%AddedHolders
Q2 202431,182$595.9K0.1%+1,118+3.7%AddedHolders
Q1 202430,064$529.1K0.1%+2,620+9.5%AddedHolders
Q4 202327,444$460.5K0.1%+1,271+4.9%AddedHolders
Q3 202326,173$393.1K0.1%+2,104+8.7%AddedHolders
Q2 202324,069$383.9K<0.1%−8,097−25.2%ReducedHolders
Q1 202332,166$619.2K0.1%+8,891+38.2%AddedHolders
Q4 202223,275$428.5K0.1%+2,234+10.6%AddedHolders
Q3 202221,041$323.0K0.1%−4,888−18.9%ReducedHolders
Q2 202225,929$543.0K0.1%+7,776+42.8%AddedHolders
Q1 202218,153$429.0K0.1%+5,180+39.9%AddedHolders
Q4 202112,973$319.0K0.1%−6,289−32.6%ReducedHolders
Q3 202119,262$520.0K0.1%+178+0.9%AddedHolders
Q2 202119,084$549.0K0.1%−105−0.5%ReducedHolders
Q1 202119,189$581.0K0.2%––Holders

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