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Disclosery

Planned Solutions, Inc.: AVUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Planned Solutions, Inc. on AVUV, newest first. How the timeline and the estimate are built.

Planned Solutions, Inc. held 78,054 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,054 shares
    Change vs previous 13F +278 shares

    2.8% of the 13F portfolio, value $9,738,031.

    13F-HR 0001831332-26-000003 filed by Planned Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 77,776 shares
    Change vs previous 13F +1,139 shares

    2.84% of the 13F portfolio, value $8,591,964.

    13F-HR 0001831332-26-000002 filed by Planned Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 76,637 shares
    Change vs previous 13F +8,966 shares

    2.53% of the 13F portfolio, value $7,815,438.

    13F-HR 0001831332-26-000001 filed by Planned Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 67,671 shares
    Change vs previous 13F -870 shares

    2.34% of the 13F portfolio, value $6,735,338.

    13F-HR 0001831332-25-000007 filed by Planned Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 68,541 shares
    Change vs previous 13F -34,470 shares

    2.4% of the 13F portfolio, value $6,244,065.

    13F-HR 0001831332-25-000004 filed by Planned Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 103,011 shares
    Change vs previous 13F +2,471 shares

    3.68% of the 13F portfolio, value $8,979,477.

    13F-HR 0001831332-25-000003 filed by Planned Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 100,540 shares
    Change vs previous 13F +100,285 shares

    3.97% of the 13F portfolio, value $9,705,087.

    13F-HR 0001831332-25-000002 filed by Planned Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 255 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $24,467.

    13F-HR 0001831332-24-000007 filed by Planned Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).