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Disclosery

Planned Solutions, Inc.: JPIE position timeline

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

Planned Solutions, Inc. held 544,008 JPIE 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 544,008 shares
    Change vs previous 13F +10,939 shares

    7.21% of the 13F portfolio, value $25,051,585.

    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 533,069 shares
    Change vs previous 13F +13,568 shares

    8.11% of the 13F portfolio, value $24,558,510.

    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 519,501 shares
    Change vs previous 13F +21,833 shares

    7.78% of the 13F portfolio, value $24,047,693.

    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 497,668 shares
    Change vs previous 13F +24,129 shares

    8.01% of the 13F portfolio, value $23,096,765.

    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 473,539 shares
    Change vs previous 13F -2,462 shares

    8.42% of the 13F portfolio, value $21,934,321.

    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 476,001 shares
    Change vs previous 13F +14,103 shares

    9% of the 13F portfolio, value $21,929,348.

    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 461,898 shares
    Change vs previous 13F +148,726 shares

    8.62% of the 13F portfolio, value $21,071,788.

    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 313,172 shares
    Change vs previous 13F not available

    5.91% of the 13F portfolio, value $14,528,049.

    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).