Position in EW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$242,794
+$27,700 QoQ
Shares Held
2,684
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#951
of 1,315 holders
Holding Since
Jun 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026PDS Planning, Inc holds $11,674,690 across 6 Medical Devices names. EW ranks #5 (2.1% of the industry book) .
All Filings in EW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,794 | 2,684 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $215,094 | 2,686 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $229,237 | 2,689 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $215,578 | 2,772 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $211,714 | 2,707 | Shares | Sole | 2025-07-24 | |
| 2023-06-30 | $232,334 | 2,463 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||