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Disclosery

Planned Solutions, Inc.: QQQ position timeline

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

Planned Solutions, Inc. held 21,415 QQQ 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 21,415 shares
    Change vs previous 13F +15 shares

    4.54% of the 13F portfolio, value $15,769,835.

    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 21,400 shares
    Change vs previous 13F -409 shares

    4.08% of the 13F portfolio, value $12,351,518.

    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 21,809 shares
    Change vs previous 13F +296 shares

    4.33% of the 13F portfolio, value $13,397,743.

    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 21,513 shares
    Change vs previous 13F -742 shares

    4.48% of the 13F portfolio, value $12,915,619.

    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 22,255 shares
    Change vs previous 13F -9,892 shares

    4.71% of the 13F portfolio, value $12,277,010.

    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 32,147 shares
    Change vs previous 13F -213 shares

    6.18% of the 13F portfolio, value $15,074,292.

    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 32,360 shares
    Change vs previous 13F +14,071 shares

    6.76% of the 13F portfolio, value $16,543,316.

    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 18,289 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $8,926,546.

    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).