Skip to content
Disclosery

Planned Solutions, Inc.: VTV position timeline

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

Planned Solutions, Inc. held 3,592 VTV 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 3,592 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $782,805.

    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 3,592 shares
    Change vs previous 13F -46 shares

    0.23% of the 13F portfolio, value $704,750.

    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 3,638 shares
    Change vs previous 13F +46 shares

    0.22% of the 13F portfolio, value $694,822.

    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 3,592 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $669,872.

    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 3,592 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $634,850.

    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 3,592 shares
    Change vs previous 13F +29 shares

    0.25% of the 13F portfolio, value $620,482.

    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 3,563 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $603,216.

    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 3,563 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $621,993.

    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).