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Disclosery

Planned Solutions, Inc.: GARP position timeline

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

Planned Solutions, Inc. held 243,037 GARP 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 243,037 shares
    Change vs previous 13F +2,206 shares

    5.77% of the 13F portfolio, value $20,062,732.

    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 240,831 shares
    Change vs previous 13F +5,573 shares

    5.09% of the 13F portfolio, value $15,405,951.

    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 235,258 shares
    Change vs previous 13F +4,474 shares

    5.18% of the 13F portfolio, value $16,021,070.

    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 230,784 shares
    Change vs previous 13F +4,556 shares

    5.26% of the 13F portfolio, value $15,148,662.

    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 226,228 shares
    Change vs previous 13F not available

    5.25% of the 13F portfolio, value $13,659,647.

    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).