Skip to content
Disclosery

Planned Solutions, Inc.: VEA position timeline

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

Planned Solutions, Inc. held 10,072 VEA 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 10,072 shares
    Change vs previous 13F +2,817 shares

    0.21% of the 13F portfolio, value $717,630.

    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 7,255 shares
    Change vs previous 13F -4,074 shares

    0.15% of the 13F portfolio, value $464,900.

    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 11,329 shares
    Change vs previous 13F -158 shares

    0.23% of the 13F portfolio, value $707,723.

    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 11,487 shares
    Change vs previous 13F -765 shares

    0.24% of the 13F portfolio, value $688,301.

    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 12,252 shares
    Change vs previous 13F -4,901 shares

    0.27% of the 13F portfolio, value $698,487.

    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 17,153 shares
    Change vs previous 13F -20 shares

    0.36% of the 13F portfolio, value $871,887.

    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 17,173 shares
    Change vs previous 13F -185,208 shares

    0.34% of the 13F portfolio, value $821,213.

    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 202,381 shares
    Change vs previous 13F not available

    4.35% of the 13F portfolio, value $10,687,741.

    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).