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Disclosery

Planned Solutions, Inc.: BIV position timeline

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

Planned Solutions, Inc. held 79,558 BIV 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 79,558 shares
    Change vs previous 13F +11,217 shares

    1.76% of the 13F portfolio, value $6,102,118.

    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 68,341 shares
    Change vs previous 13F +4,575 shares

    1.74% of the 13F portfolio, value $5,274,565.

    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 63,766 shares
    Change vs previous 13F +1,902 shares

    1.61% of the 13F portfolio, value $4,966,074.

    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 61,864 shares
    Change vs previous 13F -1,910 shares

    1.68% of the 13F portfolio, value $4,830,926.

    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 63,774 shares
    Change vs previous 13F -186 shares

    1.89% of the 13F portfolio, value $4,932,253.

    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 63,960 shares
    Change vs previous 13F +681 shares

    2.01% of the 13F portfolio, value $4,897,402.

    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 63,279 shares
    Change vs previous 13F -94,829 shares

    1.93% of the 13F portfolio, value $4,728,861.

    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 158,108 shares
    Change vs previous 13F not available

    5.04% of the 13F portfolio, value $12,390,952.

    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).