Skip to content
Disclosery

Planning Capital Management Corp: ACWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Planning Capital Management Corp on ACWI, newest first. How the timeline and the estimate are built.

Planning Capital Management Corp held 12,654 ACWI shares at 2024-09-30 per its 13F-HR filed 2024-11-06.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 12,654 shares
    Change vs previous 13F -3,602 shares

    1% of the 13F portfolio, value $1,512,729.

    13F-HR 0002012016-24-000005 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 16,256 shares
    Change vs previous 13F -1,237 shares

    1.29% of the 13F portfolio, value $1,827,124.

    13F-HR 0002012016-24-000003 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 17,493 shares
    Change vs previous 13F +4,112 shares

    1.41% of the 13F portfolio, value $1,926,477.

    13F-HR 0002012016-24-000002 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 13,381 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,361,760.

    13F-HR 0002012016-24-000001 filed by Planning Capital Management Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).