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Disclosery

PLANNING ALTERNATIVES LTD /ADV: COMP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PLANNING ALTERNATIVES LTD /ADV on COMP, newest first. How the timeline and the estimate are built.

PLANNING ALTERNATIVES LTD /ADV held 50,000 COMP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,000 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $616,500.

    13F-HR 0001765380-26-000365 filed by PLANNING ALTERNATIVES LTD /ADV
    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 50,000 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $365,500.

    13F-HR 0001765380-26-000187 filed by PLANNING ALTERNATIVES LTD /ADV
    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 50,000 shares
    Change vs previous 13F -89,560 shares

    0.07% of the 13F portfolio, value $528,500.

    13F-HR 0001765380-26-000076 filed by PLANNING ALTERNATIVES LTD /ADV
    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 139,560 shares
    Change vs previous 13F -30,000 shares

    0.14% of the 13F portfolio, value $1,120,667.

    13F-HR 0001765380-25-000485 filed by PLANNING ALTERNATIVES LTD /ADV
    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 169,560 shares
    Change vs previous 13F -11,026 shares

    0.15% of the 13F portfolio, value $1,064,837.

    13F-HR 0001765380-25-000361 filed by PLANNING ALTERNATIVES LTD /ADV
    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 180,586 shares
    Change vs previous 13F +66,921 shares

    0.24% of the 13F portfolio, value $1,576,516.

    13F-HR 0001765380-25-000209 filed by PLANNING ALTERNATIVES LTD /ADV
    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 113,665 shares
    Change vs previous 13F -50,000 shares

    0.1% of the 13F portfolio, value $664,941.

    13F-HR 0001765380-25-000055 filed by PLANNING ALTERNATIVES LTD /ADV
    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 163,665 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $999,994.

    13F-HR 0001765380-24-000418 filed by PLANNING ALTERNATIVES LTD /ADV
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).