Position in NMR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$356,924
+$11,342 QoQ
Shares Held
40,652
-7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#113
of 298 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NMR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PDS Planning, Inc holds $4,974,062 across 6 Capital Markets names. NMR ranks #4 (7.2% of the industry book) .
All Filings in NMR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,924 | 40,652 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $345,582 | 43,800 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $365,694 | 43,587 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $301,232 | 41,435 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $234,116 | 35,580 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $242,254 | 39,391 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $205,562 | 35,503 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $189,454 | 36,294 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $206,750 | 35,770 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $225,046 | 35,054 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $152,144 | 33,735 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $132,318 | 32,915 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $121,537 | 31,733 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $91,131 | 23,982 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $48,637 | 12,970 | Shares | Sole | 2023-01-27 | |
| 2022-03-31 | $63,105 | 14,954 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $54,211 | 12,520 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $68,275 | 13,821 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $65,956 | 12,958 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||