Skip to content
Disclosery

Planning Capital Management Corp: AGG position timeline

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

Planning Capital Management Corp held 1,981 AGG 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 1,981 shares
    Change vs previous 13F +946 shares

    0.13% of the 13F portfolio, value $200,608.

    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 1,035 shares
    Change vs previous 13F +792 shares

    0.07% of the 13F portfolio, value $100,477.

    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 243 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $23,800.

    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).