Skip to content
Disclosery

PLANNING ALTERNATIVES LTD /ADV: VEA position timeline

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

PLANNING ALTERNATIVES LTD /ADV held 1,250,803 VEA 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 1,250,803 shares
    Change vs previous 13F +10,599 shares

    9.56% of the 13F portfolio, value $89,119,712.

    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 1,240,204 shares
    Change vs previous 13F -45,156 shares

    10.26% of the 13F portfolio, value $79,472,246.

    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 1,285,360 shares
    Change vs previous 13F -18,175 shares

    10.11% of the 13F portfolio, value $80,296,460.

    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 1,303,535 shares
    Change vs previous 13F +19,251 shares

    10.03% of the 13F portfolio, value $78,107,805.

    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 1,284,284 shares
    Change vs previous 13F -18,606 shares

    10.19% of the 13F portfolio, value $73,217,024.

    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 1,302,890 shares
    Change vs previous 13F -55,274 shares

    10.15% of the 13F portfolio, value $66,225,913.

    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 1,358,164 shares
    Change vs previous 13F +5,680 shares

    9.98% of the 13F portfolio, value $64,947,386.

    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 1,352,484 shares
    Change vs previous 13F not available

    10.87% of the 13F portfolio, value $71,424,662.

    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).