Position in FERG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$225,700
+$4,337 QoQ
Shares Held
951
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#717
of 932 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026PDS Planning, Inc holds $1,347,393 across 3 Industrial Distribution names. FERG ranks #3 (16.8% of the industry book) .
All Filings in FERG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,700 | 951 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $221,363 | 949 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $210,607 | 946 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $215,596 | 960 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $200,983 | 923 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||