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Disclosery

PLANNING ALTERNATIVES LTD /ADV: GS position timeline

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

PLANNING ALTERNATIVES LTD /ADV held 386 GS 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 386 shares
    Change vs previous 13F +101 shares

    0.04% of the 13F portfolio, value $390,389.

    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 285 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $241,108.

    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 285 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $250,515.

    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).