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PLANNING DIRECTIONS INC: ACWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PLANNING DIRECTIONS INC on ACWV, newest first. How the timeline and the estimate are built.

PLANNING DIRECTIONS INC held 11,278 ACWV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,278 shares
    Change vs previous 13F -128 shares

    0.63% of the 13F portfolio, value $1,355,981.

    13F-HR 0000821103-26-000007 filed by PLANNING DIRECTIONS 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 11,406 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $1,363,132.

    13F-HR 0000821103-26-000005 filed by PLANNING DIRECTIONS 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 11,406 shares
    Change vs previous 13F +89 shares

    0.68% of the 13F portfolio, value $1,354,463.

    13F-HR 0000821103-26-000001 filed by PLANNING DIRECTIONS 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 11,317 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $1,357,170.

    13F-HR 0000821103-25-000002 filed by PLANNING DIRECTIONS 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 11,317 shares
    Change vs previous 13F -1,216 shares

    0.76% of the 13F portfolio, value $1,341,891.

    13F-HR 0001085146-25-004445 filed by PLANNING DIRECTIONS 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 12,533 shares
    Change vs previous 13F -730 shares

    0.62% of the 13F portfolio, value $1,458,456.

    13F-HR 0001085146-25-002474 filed by PLANNING DIRECTIONS 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 13,263 shares
    Change vs previous 13F -223 shares

    0.84% of the 13F portfolio, value $1,448,311.

    13F-HR 0001085146-25-000840 filed by PLANNING DIRECTIONS 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 13,486 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,544,560.

    13F-HR 0001085146-24-005391 filed by PLANNING DIRECTIONS INC
    Filed (acceptance time not in the bulk data set), ingested

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