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Disclosery

Planned Solutions, Inc.: SGOV position timeline

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

Planned Solutions, Inc. held 42,539 SGOV 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 42,539 shares
    Change vs previous 13F -1,999 shares

    1.23% of the 13F portfolio, value $4,282,425.

    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 44,538 shares
    Change vs previous 13F +15,470 shares

    1.48% of the 13F portfolio, value $4,483,178.

    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 29,068 shares
    Change vs previous 13F +1,517 shares

    0.94% of the 13F portfolio, value $2,917,866.

    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 27,551 shares
    Change vs previous 13F +5,880 shares

    0.96% of the 13F portfolio, value $2,774,343.

    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 21,671 shares
    Change vs previous 13F -36,787 shares

    0.84% of the 13F portfolio, value $2,182,073.

    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 58,458 shares
    Change vs previous 13F +10,256 shares

    2.41% of the 13F portfolio, value $5,884,994.

    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 48,202 shares
    Change vs previous 13F +42,241 shares

    1.98% of the 13F portfolio, value $4,835,632.

    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 5,961 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $600,392.

    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).