Planning Capital Management Corp: XEL position timeline

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

Planning Capital Management Corp held 728 XEL shares at 2024-09-30 per its 13F-HR filed 2024-11-06.

the latest 13F is the newest step

period ended2024-09-30
13F 728 shares
Change vs previous 13F -56 shares
0.03% of the 13F portfolio, value $47,551.
13F-HR 0002012016-24-000005 filed by Planning Capital Management Corp
Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 784 shares
Change vs previous 13F -579 shares
0.03% of the 13F portfolio, value $41,892.
13F-HR 0002012016-24-000003 filed by Planning Capital Management Corp
Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 1,363 shares
Change vs previous 13F -323 shares
0.05% of the 13F portfolio, value $73,243.
13F-HR 0002012016-24-000002 filed by Planning Capital Management Corp
Filed 2024-04-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 1,686 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $104,397.
13F-HR 0002012016-24-000001 filed by Planning Capital Management Corp
Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).