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Disclosery

Planned Solutions, Inc.: IVVB position timeline

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

Planned Solutions, Inc. held 167,488 IVVB 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 167,488 shares
    Change vs previous 13F -9,807 shares

    1.67% of the 13F portfolio, value $5,800,109.

    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 177,295 shares
    Change vs previous 13F -4,983 shares

    1.87% of the 13F portfolio, value $5,680,532.

    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 182,278 shares
    Change vs previous 13F -4,750 shares

    1.95% of the 13F portfolio, value $6,027,933.

    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 187,028 shares
    Change vs previous 13F +710 shares

    2.12% of the 13F portfolio, value $6,119,556.

    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 186,318 shares
    Change vs previous 13F +2,126 shares

    2.22% of the 13F portfolio, value $5,777,721.

    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 184,192 shares
    Change vs previous 13F +2,328 shares

    2.22% of the 13F portfolio, value $5,400,509.

    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 181,864 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $5,554,199.

    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).