PLANNING DIRECTIONS INC: AMAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PLANNING DIRECTIONS INC on AMAT, newest first. How the timeline and the estimate are built.
PLANNING DIRECTIONS INC held 3,259 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 3,259 sharesChange vs previous 13F +3 shares
1.09% of the 13F portfolio, value $2,356,371.
13F-HR 0000821103-26-000007 filed by PLANNING DIRECTIONS INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,256 sharesChange vs previous 13F +3 shares
0.56% of the 13F portfolio, value $1,112,964.
13F-HR 0000821103-26-000005 filed by PLANNING DIRECTIONS INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,253 sharesChange vs previous 13F +5 shares
0.42% of the 13F portfolio, value $835,902.
13F-HR 0000821103-26-000001 filed by PLANNING DIRECTIONS INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,248 sharesChange vs previous 13F +8 shares
0.35% of the 13F portfolio, value $664,992.
13F-HR 0000821103-25-000002 filed by PLANNING DIRECTIONS INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,240 sharesChange vs previous 13F +707 shares
0.33% of the 13F portfolio, value $593,197.
13F-HR 0001085146-25-004445 filed by PLANNING DIRECTIONS INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,533 sharesChange vs previous 13F +5 shares
0.16% of the 13F portfolio, value $367,630.
13F-HR 0001085146-25-002474 filed by PLANNING DIRECTIONS INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,528 sharesChange vs previous 13F +505 shares
0.24% of the 13F portfolio, value $411,067.
13F-HR 0001085146-25-000840 filed by PLANNING DIRECTIONS INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,023 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $408,774.
13F-HR 0001085146-24-005391 filed by PLANNING DIRECTIONS INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).