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Disclosery

Planned Solutions, Inc.: POWR position timeline

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

Planned Solutions, Inc. held 38,044 POWR 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 38,044 shares
    Change vs previous 13F -129 shares

    0.31% of the 13F portfolio, value $1,063,705.

    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 38,173 shares
    Change vs previous 13F -36 shares

    0.33% of the 13F portfolio, value $1,001,287.

    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 38,209 shares
    Change vs previous 13F -3 shares

    0.29% of the 13F portfolio, value $899,055.

    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 38,212 shares
    Change vs previous 13F +523 shares

    0.33% of the 13F portfolio, value $958,546.

    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 37,689 shares
    Change vs previous 13F -44,414 shares

    0.34% of the 13F portfolio, value $893,797.

    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 82,103 shares
    Change vs previous 13F +1,136 shares

    0.84% of the 13F portfolio, value $2,041,909.

    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 80,967 shares
    Change vs previous 13F -31,208 shares

    0.76% of the 13F portfolio, value $1,848,986.

    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 112,175 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,783,054.

    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).