Skip to content
Disclosery

PLANNING ALTERNATIVES LTD /ADV: EAGG position timeline

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

PLANNING ALTERNATIVES LTD /ADV held 48,782 EAGG 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 48,782 shares
    Change vs previous 13F +520 shares

    0.25% of the 13F portfolio, value $2,312,755.

    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 48,262 shares
    Change vs previous 13F +1,480 shares

    0.3% of the 13F portfolio, value $2,294,859.

    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 46,782 shares
    Change vs previous 13F +5,117 shares

    0.28% of the 13F portfolio, value $2,238,519.

    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 41,665 shares
    Change vs previous 13F +2,161 shares

    0.26% of the 13F portfolio, value $2,001,170.

    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 39,504 shares
    Change vs previous 13F -3,748 shares

    0.26% of the 13F portfolio, value $1,878,021.

    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 43,252 shares
    Change vs previous 13F +8,869 shares

    0.31% of the 13F portfolio, value $2,053,605.

    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 34,383 shares
    Change vs previous 13F +5,267 shares

    0.25% of the 13F portfolio, value $1,596,747.

    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 29,116 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,414,747.

    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).