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Disclosery

PLANNING ALTERNATIVES LTD /ADV: IWF position timeline

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

PLANNING ALTERNATIVES LTD /ADV held 16,252 IWF 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 16,252 shares
    Change vs previous 13F +12,397 shares

    0.22% of the 13F portfolio, value $2,018,011.

    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 3,855 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,643,772.

    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 3,855 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,824,572.

    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 3,855 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,805,721.

    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 3,855 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,636,756.

    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 3,855 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,392,002.

    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 3,855 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,548,091.

    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 3,855 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,447,090.

    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).