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Disclosery

Planned Solutions, Inc.: ESTC position timeline

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

Planned Solutions, Inc. held 44,870 ESTC 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 44,870 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $2,558,487.

    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 44,870 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $2,243,051.

    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 44,870 shares
    Change vs previous 13F 0 shares

    1.09% of the 13F portfolio, value $3,384,993.

    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 44,870 shares
    Change vs previous 13F 0 shares

    1.32% of the 13F portfolio, value $3,791,066.

    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 44,870 shares
    Change vs previous 13F 0 shares

    1.45% of the 13F portfolio, value $3,783,887.

    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 44,870 shares
    Change vs previous 13F -8,795 shares

    1.64% of the 13F portfolio, value $3,997,917.

    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 53,665 shares
    Change vs previous 13F -1,075 shares

    2.17% of the 13F portfolio, value $5,317,128.

    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 54,740 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $4,201,842.

    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).