Position in WDS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$257,554
-$22,104 QoQ
Shares Held
13,331
+13.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#141
of 304 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WDS Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026PDS Planning, Inc holds $2,915,012 across 5 Oil & Gas E&P names. WDS ranks #5 (8.8% of the industry book) .
All Filings in WDS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,554 | 13,331 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $279,658 | 11,711 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $187,376 | 12,019 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $172,051 | 11,432 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $169,097 | 10,959 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||