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Disclosery

Planned Solutions, Inc.: JVAL position timeline

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

Planned Solutions, Inc. held 143,018 JVAL 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 143,018 shares
    Change vs previous 13F -1,393 shares

    2.41% of the 13F portfolio, value $8,386,556.

    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 144,411 shares
    Change vs previous 13F -1,005 shares

    2.33% of the 13F portfolio, value $7,055,912.

    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 145,416 shares
    Change vs previous 13F -1,747 shares

    2.31% of the 13F portfolio, value $7,137,038.

    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 147,163 shares
    Change vs previous 13F -5,473 shares

    2.43% of the 13F portfolio, value $6,990,247.

    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 152,636 shares
    Change vs previous 13F -94,631 shares

    2.59% of the 13F portfolio, value $6,751,079.

    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 247,267 shares
    Change vs previous 13F +6,684 shares

    4.2% of the 13F portfolio, value $10,241,799.

    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 240,583 shares
    Change vs previous 13F -8,723 shares

    4.25% of the 13F portfolio, value $10,393,176.

    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 249,306 shares
    Change vs previous 13F not available

    4.42% of the 13F portfolio, value $10,862,246.

    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).