PLANNING DIRECTIONS INC: FEZ position timeline

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

PLANNING DIRECTIONS INC held 0 FEZ shares at 2025-06-30 per its 13F-HR filed 2025-08-01.

the latest 13F is the newest step

period ended2025-06-30
13F 0 shares
Change vs previous 13F -27,722 shares
13F-HR 0001085146-25-004445 filed by PLANNING DIRECTIONS INC
Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 27,722 shares
Change vs previous 13F not available
0.64% of the 13F portfolio, value $1,508,334.
13F-HR 0001085146-25-002474 filed by PLANNING DIRECTIONS INC
Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).