PDS Planning, Inc
Q3 2026 13F Holdings
Location
Dublin, OH
Holdings as of
9/30/2026
Value
$1.77B
Value excl. options
$1.77B
Num holdings
629
Date filed
11/3/2026
Form type
13F-HR
Prev filing
8/5/2026
Next filing
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
% Excl. Options
Shares
Principal
Option Type