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Disclosery

Planned Solutions, Inc.: IWM position timeline

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

Planned Solutions, Inc. held 6,235 IWM 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 6,235 shares
    Change vs previous 13F -8 shares

    0.54% of the 13F portfolio, value $1,873,407.

    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 6,243 shares
    Change vs previous 13F +10 shares

    0.51% of the 13F portfolio, value $1,548,243.

    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 6,233 shares
    Change vs previous 13F +17 shares

    0.5% of the 13F portfolio, value $1,534,427.

    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 6,216 shares
    Change vs previous 13F +15 shares

    0.52% of the 13F portfolio, value $1,503,999.

    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 6,201 shares
    Change vs previous 13F -796 shares

    0.51% of the 13F portfolio, value $1,338,212.

    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 6,997 shares
    Change vs previous 13F +9 shares

    0.57% of the 13F portfolio, value $1,395,753.

    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 6,988 shares
    Change vs previous 13F -11 shares

    0.63% of the 13F portfolio, value $1,544,057.

    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 6,999 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,546,059.

    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).