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Disclosery

Planning Center, Inc.: DFIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Planning Center, Inc. on DFIP, newest first. How the timeline and the estimate are built.

Planning Center, Inc. held 1,085,533 DFIP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,085,533 shares
    Change vs previous 13F +26,743 shares

    4.23% of the 13F portfolio, value $44,783,670.

    13F-HR 0001910966-26-000005 filed by Planning Center, Inc.
    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 1,058,790 shares
    Change vs previous 13F +42,165 shares

    4.48% of the 13F portfolio, value $44,172,719.

    13F-HR 0001910966-26-000003 filed by Planning Center, Inc.
    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 1,016,625 shares
    Change vs previous 13F +118,283 shares

    4.31% of the 13F portfolio, value $42,245,857.

    13F-HR 0001910966-26-000001 filed by Planning Center, Inc.
    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 898,342 shares
    Change vs previous 13F +29,748 shares

    3.98% of the 13F portfolio, value $37,936,983.

    13F-HR 0001910966-25-000008 filed by Planning Center, Inc.
    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 868,594 shares
    Change vs previous 13F +18,628 shares

    4.02% of the 13F portfolio, value $36,315,915.

    13F-HR 0001910966-25-000007 filed by Planning Center, Inc.
    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 849,966 shares
    Change vs previous 13F +95,866 shares

    4.24% of the 13F portfolio, value $35,792,919.

    13F-HR 0001910966-25-000003 filed by Planning Center, Inc.
    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 754,100 shares
    Change vs previous 13F +9,736 shares

    3.87% of the 13F portfolio, value $30,534,112.

    13F-HR 0001910966-25-000001 filed by Planning Center, Inc.
    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 744,364 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $31,471,710.

    13F-HR 0001910966-24-000007 filed by Planning Center, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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