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Disclosery

Planned Solutions, Inc.: IEFA position timeline

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

Planned Solutions, Inc. held 138,302 IEFA 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 138,302 shares
    Change vs previous 13F +4,566 shares

    3.84% of the 13F portfolio, value $13,357,228.

    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 133,736 shares
    Change vs previous 13F +5,224 shares

    4% of the 13F portfolio, value $12,107,113.

    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 128,512 shares
    Change vs previous 13F +25,528 shares

    3.72% of the 13F portfolio, value $11,496,677.

    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 102,984 shares
    Change vs previous 13F +9,747 shares

    3.12% of the 13F portfolio, value $8,991,493.

    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 93,237 shares
    Change vs previous 13F +3,035 shares

    2.99% of the 13F portfolio, value $7,783,387.

    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 90,202 shares
    Change vs previous 13F +1,378 shares

    2.8% of the 13F portfolio, value $6,823,744.

    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 88,824 shares
    Change vs previous 13F +1,532 shares

    2.55% of the 13F portfolio, value $6,242,542.

    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 87,292 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $6,813,119.

    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).