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Disclosery

Planned Solutions, Inc.: SCHB position timeline

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

Planned Solutions, Inc. held 132,202 SCHB 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 132,202 shares
    Change vs previous 13F +4,038 shares

    1.1% of the 13F portfolio, value $3,828,572.

    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 128,164 shares
    Change vs previous 13F +3,586 shares

    1.06% of the 13F portfolio, value $3,216,913.

    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 124,578 shares
    Change vs previous 13F +5,040 shares

    1.06% of the 13F portfolio, value $3,267,693.

    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 119,538 shares
    Change vs previous 13F +1,542 shares

    1.07% of the 13F portfolio, value $3,073,328.

    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 117,996 shares
    Change vs previous 13F -862 shares

    1.08% of the 13F portfolio, value $2,811,842.

    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 118,858 shares
    Change vs previous 13F +6,961 shares

    1.05% of the 13F portfolio, value $2,559,008.

    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 111,897 shares
    Change vs previous 13F +75,589 shares

    1.04% of the 13F portfolio, value $2,540,066.

    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 36,308 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,415,226.

    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).