Position in WS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$425,928
+$57,237 QoQ
Shares Held
12,684
+4.4% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#105
of 236 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026PDS Planning, Inc holds $2,116,934 across 5 Steel names. WS ranks #2 (20.1% of the industry book) .
All Filings in WS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,928 | 12,684 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $368,691 | 12,148 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $420,529 | 12,147 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $369,147 | 12,147 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $362,016 | 12,136 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $307,328 | 12,133 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $362,875 | 11,404 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $387,850 | 11,404 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $422,037 | 12,651 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $453,538 | 12,651 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $355,465 | 12,650 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||