PDS Planning, Inc historic quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, PDS Planning, Inc opened 0 positions, added to 0, reduced 0 and sold out of 0.
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.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| ARES MANAGEMENT LLC | United States | $1.517B | 37 |
| FAIRHOLME CAPITAL MANAGEMENT LLC | United States | $1.514B | 10 |
| SVB WEALTH LLC | United States | $1.518B | 1,500 |
| Ardmore Road Asset Management LP | United States | $1.519B | 64 |
| MFF Capital Investments Ltd | Australia | $1.520B | 19 |
| Knighthead Capital Management, LLC | United States | $1.520B | 6 |
| OAK RIDGE INVESTMENTS LLC | United States | $1.512B | 181 |
| Azora Capital LP | United States | $1.521B | 45 |
| GENERAL AMERICAN INVESTORS CO INC | United States | $1.521B | 69 |
| Redmile Group, LLC | United States | $1.510B | 35 |