Ownership history in PDS Planning, Inc Β· 22 quarters on record
This page tracks every 13F SEC filing in which PDS Planning, Inc reported a position in ISHARES TR (ACWI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π PDS Planning, Inc underperformed the S&P 500 by β2.6% annually on this ACWI position. Timing score: 75% (3/4 decisions correct). Average cost basis: $98.41. Maximum drawdown during holding period: β12.4%.
β οΈ Trailed SPY by 2.6% ann. on this position.
10 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct
Best entry: $98.41 (2023 Q4) Β· Worst: $98.41 (2023 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 4 trims. Bought during 0 of 7 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size