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Disclosery

Planned Solutions, Inc.: SPGP position timeline

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

Planned Solutions, Inc. held 11,658 SPGP 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 11,658 shares
    Change vs previous 13F -1,111 shares

    0.41% of the 13F portfolio, value $1,425,657.

    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 12,769 shares
    Change vs previous 13F -38 shares

    0.45% of the 13F portfolio, value $1,374,200.

    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 12,807 shares
    Change vs previous 13F -114 shares

    0.47% of the 13F portfolio, value $1,458,205.

    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 12,921 shares
    Change vs previous 13F +882 shares

    0.51% of the 13F portfolio, value $1,468,084.

    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 12,039 shares
    Change vs previous 13F -86,974 shares

    0.5% of the 13F portfolio, value $1,296,600.

    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 99,013 shares
    Change vs previous 13F +2,776 shares

    4.06% of the 13F portfolio, value $9,889,434.

    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 96,237 shares
    Change vs previous 13F -7,529 shares

    4.13% of the 13F portfolio, value $10,093,388.

    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 103,766 shares
    Change vs previous 13F not available

    4.42% of the 13F portfolio, value $10,861,228.

    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).