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Disclosery

PLANNING ALTERNATIVES LTD /ADV: IJR position timeline

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

PLANNING ALTERNATIVES LTD /ADV held 354,167 IJR 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 354,167 shares
    Change vs previous 13F +1,463 shares

    5.63% of the 13F portfolio, value $52,526,436.

    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 352,704 shares
    Change vs previous 13F +4,074 shares

    5.66% of the 13F portfolio, value $43,844,674.

    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 348,630 shares
    Change vs previous 13F +969 shares

    5.28% of the 13F portfolio, value $41,898,313.

    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 347,661 shares
    Change vs previous 13F +2,462 shares

    5.31% of the 13F portfolio, value $41,312,581.

    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 345,199 shares
    Change vs previous 13F +12,058 shares

    5.25% of the 13F portfolio, value $37,726,850.

    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 333,141 shares
    Change vs previous 13F +24,607 shares

    5.34% of the 13F portfolio, value $34,836,529.

    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 308,534 shares
    Change vs previous 13F +2,113 shares

    5.46% of the 13F portfolio, value $35,549,333.

    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 306,421 shares
    Change vs previous 13F not available

    5.45% of the 13F portfolio, value $35,839,014.

    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).