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Disclosery

Planned Solutions, Inc.: LRGF position timeline

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

Planned Solutions, Inc. held 16,984 LRGF 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 16,984 shares
    Change vs previous 13F +530 shares

    0.37% of the 13F portfolio, value $1,284,469.

    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 16,454 shares
    Change vs previous 13F +428 shares

    0.36% of the 13F portfolio, value $1,085,984.

    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 16,026 shares
    Change vs previous 13F -2,820 shares

    0.36% of the 13F portfolio, value $1,112,663.

    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 18,846 shares
    Change vs previous 13F -339 shares

    0.45% of the 13F portfolio, value $1,301,914.

    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 19,185 shares
    Change vs previous 13F +233 shares

    0.47% of the 13F portfolio, value $1,230,319.

    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 18,952 shares
    Change vs previous 13F +1,588 shares

    0.45% of the 13F portfolio, value $1,096,942.

    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 17,364 shares
    Change vs previous 13F -606 shares

    0.43% of the 13F portfolio, value $1,047,937.

    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 17,970 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,056,117.

    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).