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Disclosery

Planned Solutions, Inc.: JAAA position timeline

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

Planned Solutions, Inc. held 8,721 JAAA 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 8,721 shares
    Change vs previous 13F +229 shares

    0.13% of the 13F portfolio, value $440,348.

    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 8,492 shares
    Change vs previous 13F +709 shares

    0.14% of the 13F portfolio, value $427,737.

    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 7,783 shares
    Change vs previous 13F -2,678 shares

    0.13% of the 13F portfolio, value $393,662.

    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 10,461 shares
    Change vs previous 13F +1,721 shares

    0.18% of the 13F portfolio, value $531,205.

    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 8,740 shares
    Change vs previous 13F +1,985 shares

    0.17% of the 13F portfolio, value $443,562.

    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 6,755 shares
    Change vs previous 13F +1,387 shares

    0.14% of the 13F portfolio, value $342,525.

    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 5,368 shares
    Change vs previous 13F +1,049 shares

    0.11% of the 13F portfolio, value $272,187.

    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 4,319 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $219,751.

    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).