Skip to content
Disclosery

PLANNING ALTERNATIVES LTD /ADV: JPUS position timeline

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

PLANNING ALTERNATIVES LTD /ADV held 7,922 JPUS 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 7,922 shares
    Change vs previous 13F -601 shares

    0.12% of the 13F portfolio, value $1,110,899.

    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 8,523 shares
    Change vs previous 13F -3,556 shares

    0.14% of the 13F portfolio, value $1,109,780.

    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 12,079 shares
    Change vs previous 13F -2,923 shares

    0.19% of the 13F portfolio, value $1,497,076.

    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 15,002 shares
    Change vs previous 13F -6,692 shares

    0.24% of the 13F portfolio, value $1,858,838.

    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 21,694 shares
    Change vs previous 13F -214,424 shares

    0.36% of the 13F portfolio, value $2,564,040.

    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 236,118 shares
    Change vs previous 13F -290,081 shares

    4.17% of the 13F portfolio, value $27,200,741.

    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 526,199 shares
    Change vs previous 13F +9,326 shares

    9.23% of the 13F portfolio, value $60,044,623.

    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 516,873 shares
    Change vs previous 13F not available

    9.42% of the 13F portfolio, value $61,857,317.

    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).