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PLANNING DIRECTIONS INC: BSV position timeline

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

PLANNING DIRECTIONS INC held 61,633 BSV 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 61,633 shares
    Change vs previous 13F -20,080 shares

    2.22% of the 13F portfolio, value $4,801,803.

    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 81,713 shares
    Change vs previous 13F -130,830 shares

    3.24% of the 13F portfolio, value $6,407,107.

    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 212,543 shares
    Change vs previous 13F +19,669 shares

    8.44% of the 13F portfolio, value $16,750,526.

    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 192,874 shares
    Change vs previous 13F -1,416 shares

    7.94% of the 13F portfolio, value $15,219,699.

    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 194,290 shares
    Change vs previous 13F -2,351 shares

    8.61% of the 13F portfolio, value $15,290,637.

    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 196,641 shares
    Change vs previous 13F -56,309 shares

    6.58% of the 13F portfolio, value $15,393,020.

    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 252,950 shares
    Change vs previous 13F +25,754 shares

    11.34% of the 13F portfolio, value $19,545,440.

    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 227,196 shares
    Change vs previous 13F not available

    10.65% of the 13F portfolio, value $17,878,082.

    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).