Position in DASH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$317,022
+$104,861 QoQ
Shares Held
1,718
+21.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#689
of 1,034 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DASH Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026PDS Planning, Inc holds $18,907,501 across 6 Internet Retail names. DASH ranks #5 (1.7% of the industry book) .
All Filings in DASH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,022 | 1,718 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $212,161 | 1,413 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $415,590 | 1,835 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $469,454 | 1,726 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $417,094 | 1,692 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $247,287 | 1,353 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $203,313 | 1,212 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||