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Disclosery

Planned Solutions, Inc.: FNDX position timeline

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

Planned Solutions, Inc. held 1,034,102 FNDX 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 1,034,102 shares
    Change vs previous 13F -9,365 shares

    9.25% of the 13F portfolio, value $32,160,585.

    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 1,043,467 shares
    Change vs previous 13F -6,412 shares

    9.59% of the 13F portfolio, value $29,060,561.

    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 1,049,879 shares
    Change vs previous 13F -14,006 shares

    9.24% of the 13F portfolio, value $28,567,200.

    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 1,063,885 shares
    Change vs previous 13F +1,937 shares

    9.71% of the 13F portfolio, value $27,980,172.

    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 1,061,948 shares
    Change vs previous 13F -5,035 shares

    10.01% of the 13F portfolio, value $26,060,204.

    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 1,066,983 shares
    Change vs previous 13F +23,120 shares

    10.33% of the 13F portfolio, value $25,191,468.

    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 1,043,863 shares
    Change vs previous 13F +698,882 shares

    10.11% of the 13F portfolio, value $24,718,669.

    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 344,981 shares
    Change vs previous 13F not available

    10.07% of the 13F portfolio, value $24,755,831.

    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).