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PLANNING ALTERNATIVES LTD /ADV: DTE position timeline

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

PLANNING ALTERNATIVES LTD /ADV held 16,203 DTE 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 16,203 shares
    Change vs previous 13F +549 shares

    0.26% of the 13F portfolio, value $2,468,852.

    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 15,654 shares
    Change vs previous 13F +48 shares

    0.3% of the 13F portfolio, value $2,288,928.

    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 15,606 shares
    Change vs previous 13F +25 shares

    0.25% of the 13F portfolio, value $2,012,862.

    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 15,581 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $2,203,621.

    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 15,581 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $2,063,860.

    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 15,581 shares
    Change vs previous 13F +148 shares

    0.33% of the 13F portfolio, value $2,154,385.

    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 15,433 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,863,535.

    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 15,433 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,981,752.

    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).