Position in PUK
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$218,635
-$52,899 QoQ
Shares Held
8,155
-14.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#155
of 278 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PUK Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026PDS Planning, Inc holds $1,300,607 across 4 Insurance - Life names. PUK ranks #3 (16.8% of the industry book) .
All Filings in PUK
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,635 | 8,155 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $271,534 | 9,551 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $283,658 | 9,115 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $236,935 | 8,465 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $211,193 | 8,441 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||