PLANNING ALTERNATIVES LTD /ADV: IVW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PLANNING ALTERNATIVES LTD /ADV on IVW, newest first. How the timeline and the estimate are built.
PLANNING ALTERNATIVES LTD /ADV held 0 IVW shares at 2025-12-31 per its 13F-HR filed 2026-02-06.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -2,063 shares
13F-HR 0001765380-26-000076 filed by PLANNING ALTERNATIVES LTD /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 2,063 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $249,046.
13F-HR 0001765380-25-000485 filed by PLANNING ALTERNATIVES LTD /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,063 sharesChange vs previous 13F +2,063 shares
0.03% of the 13F portfolio, value $227,137.
13F-HR 0001765380-25-000361 filed by PLANNING ALTERNATIVES LTD /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 0 sharesChange vs previous 13F -2,063 shares
13F-HR 0001765380-25-000209 filed by PLANNING ALTERNATIVES LTD /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 2,063 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $209,457.
13F-HR 0001765380-25-000055 filed by PLANNING ALTERNATIVES LTD /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).