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PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

TRI holding history

Thomson Reuters 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.

TRI overviewAll 13F holders of TRIFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2023
Holdings of TRI by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,909−100.0%Sold outHolders
Q4 20251,909$251.8K<0.1%−533−21.8%ReducedHolders
Q3 20252,442$379.3K<0.1%−53−2.1%ReducedHolders
Q2 20252,495$501.8K<0.1%+39+1.6%AddedHolders
Q1 20252,456$424.3K<0.1%+114+4.9%AddedHolders
Q4 20242,342$375.6K<0.1%+105+4.7%AddedHolders
Q3 20242,237$381.6K<0.1%+121+5.7%AddedHolders
Q2 20242,116$356.7K<0.1%+14+0.7%AddedHolders
Q1 20242,102$327.6K<0.1%−31−1.5%ReducedHolders
Q4 20232,133$311.9K<0.1%00.0%UnchangedHolders
Q3 20232,133$260.9K<0.1%−33−1.5%ReducedHolders
Q2 20232,166$292.3K<0.1%+310+16.7%AddedHolders
Q1 20231,856$241.5K<0.1%+1,856NewHolders