Skip to content
Disclosery

Planning Center, Inc.: VGUS position timeline

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

Planning Center, Inc. held 20,119 VGUS 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 20,119 shares
    Change vs previous 13F -4,104 shares

    0.14% of the 13F portfolio, value $1,522,204.

    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 24,223 shares
    Change vs previous 13F -6,018 shares

    0.19% of the 13F portfolio, value $1,832,712.

    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 30,241 shares
    Change vs previous 13F +15,309 shares

    0.23% of the 13F portfolio, value $2,282,137.

    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 14,932 shares
    Change vs previous 13F +8,776 shares

    0.12% of the 13F portfolio, value $1,129,755.

    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 6,156 shares
    Change vs previous 13F +3,307 shares

    0.05% of the 13F portfolio, value $464,932.

    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 2,849 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $215,014.

    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).