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Disclosery

Planned Solutions, Inc.: IVW position timeline

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

Planned Solutions, Inc. held 132,587 IVW 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 132,587 shares
    Change vs previous 13F +1,098 shares

    5.25% of the 13F portfolio, value $18,234,732.

    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 131,489 shares
    Change vs previous 13F +3,701 shares

    4.91% of the 13F portfolio, value $14,872,721.

    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 127,788 shares
    Change vs previous 13F +15,103 shares

    5.09% of the 13F portfolio, value $15,751,149.

    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 112,685 shares
    Change vs previous 13F +6,605 shares

    4.72% of the 13F portfolio, value $13,603,333.

    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 106,080 shares
    Change vs previous 13F +91,595 shares

    4.49% of the 13F portfolio, value $11,679,408.

    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 14,485 shares
    Change vs previous 13F -3,098 shares

    0.55% of the 13F portfolio, value $1,344,643.

    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 17,583 shares
    Change vs previous 13F +7,887 shares

    0.73% of the 13F portfolio, value $1,785,202.

    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 9,696 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $928,392.

    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).