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Disclosery

Planned Solutions, Inc.: ITOT position timeline

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

Planned Solutions, Inc. held 238,648 ITOT 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 238,648 shares
    Change vs previous 13F +10,739 shares

    11.28% of the 13F portfolio, value $39,202,666.

    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 227,909 shares
    Change vs previous 13F +11,534 shares

    10.71% of the 13F portfolio, value $32,461,134.

    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 216,375 shares
    Change vs previous 13F +37,468 shares

    10.4% of the 13F portfolio, value $32,172,733.

    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 178,907 shares
    Change vs previous 13F +15,204 shares

    9.04% of the 13F portfolio, value $26,057,830.

    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 163,703 shares
    Change vs previous 13F +11,874 shares

    8.49% of the 13F portfolio, value $22,106,445.

    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 151,829 shares
    Change vs previous 13F +3,675 shares

    7.6% of the 13F portfolio, value $18,524,670.

    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 148,154 shares
    Change vs previous 13F +1,379 shares

    7.79% of the 13F portfolio, value $19,055,530.

    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 146,775 shares
    Change vs previous 13F not available

    7.5% of the 13F portfolio, value $18,437,926.

    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).