PDS Planning, Inc

Position in HOOD — Robinhood Markets, Inc.

CIK 838618 DUBLIN, OH

Position in HOOD

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$285,196

+$35,811 QoQ

Shares Held

2,844

+29.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#967

of 1,380 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PDS Planning, Inc holds $4,974,062 across 6 Capital Markets names. HOOD ranks #5 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,733	$1,752,704
2	MS	Morgan Stanley	6,927	$1,448,020
3	SCHW	Schwab Charles Corp	9,936	$916,794
4	NMR	Nomura Holdings Inc	40,652	$356,924
5	HOOD	Robinhood Markets, Inc. This page	2,844	$285,196
6	EVR	Evercore Inc.	628	$214,424

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$285,196	2,844	+29.0%	Shares	Sole	2026-08-05
2025-12-31	$249,385	2,205	+22.0%	Shares	Sole	2026-01-26
2025-09-30	$258,726	1,807	—	Shares	Sole	2025-10-21
No filing history on record for this holder in this stock.