PDS Planning, Inc historic quarter change: USA Other Stocks, Reduced
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, PDS Planning, Inc opened 9 positions, added to 15, reduced 8 and sold out of 13.
- Q4 2025: Stock AGILON HEALTH INC; Country of operation United States; Class COM; Shares before 22,231.
- Q3 2025: Stock AGILON HEALTH INC; Country of operation United States; Class COM; Shares before 25,470.
- Q1 2025: Stock AGILON HEALTH INC; Country of operation United States; Class COM; Shares before 25,948.
- Q4 2024: Stock AGILON HEALTH INC; Country of operation United States; Class COM; Shares before 27,295.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 838618), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-24); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-24); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-30); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-12-31.
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