Managers / Q1 2019 · view latest →
PDS Planning, Inc
CIK 0000838618 · 475 METRO PL S., STE 460, DUBLIN, OH, 43017 · 6144818449
Reported Value
$129M
Q1 2019
Positions
89
Filings on Record
30
2019–present window
Filed
Apr 19, 2019
original filing
Summary
Pds Planning, Inc reported $129M in U.S.-listed holdings across 89 positions for Q1 2019.
Its largest position, VEA, represents 11.8% of the portfolio.
Compared with Q4 2018, the fund opened 11 new positions and exited 3.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.5B | 561 | Apr 22, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.5B | 553 | Jan 26, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.4B | 540 | Oct 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.3B | 516 | Jul 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.2B | 476 | Apr 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.1B | 444 | Feb 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.1B | 443 | Oct 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $991M | 396 | Aug 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $952M | 397 | May 1, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $878M | 365 | Feb 1, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $773M | 338 | Oct 23, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $782M | 340 | Jul 21, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $725M | 305 | May 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $625.7B | 225 | Jan 27, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $549M | 203 | Nov 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $553M | 215 | Jul 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $568M | 237 | Apr 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $523M | 219 | Jan 25, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $433M | 211 | Oct 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $411M | 199 | Jul 26, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $344M | 175 | Apr 20, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $291M | 161 | Jan 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $246M | 139 | Oct 19, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $221M | 134 | Aug 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $157M | 101 | Apr 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $158M | 104 | Feb 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $144M | 100 | Oct 28, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $134M | 94 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $129M | 89 | Apr 19, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $116M | 81 | Feb 8, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.