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PLANNING DIRECTIONS INC: FLDR position timeline

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

PLANNING DIRECTIONS INC held 110,473 FLDR 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 110,473 shares
    Change vs previous 13F -9,436 shares

    2.56% of the 13F portfolio, value $5,535,783.

    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 119,909 shares
    Change vs previous 13F +6,363 shares

    3.04% of the 13F portfolio, value $6,001,441.

    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 113,546 shares
    Change vs previous 13F -5,447 shares

    2.87% of the 13F portfolio, value $5,703,426.

    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 118,993 shares
    Change vs previous 13F +3,915 shares

    3.12% of the 13F portfolio, value $5,973,431.

    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 115,078 shares
    Change vs previous 13F +15,781 shares

    3.24% of the 13F portfolio, value $5,761,943.

    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 99,297 shares
    Change vs previous 13F +18,136 shares

    2.13% of the 13F portfolio, value $4,976,767.

    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 81,161 shares
    Change vs previous 13F +1,365 shares

    2.35% of the 13F portfolio, value $4,052,384.

    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 79,796 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $4,006,569.

    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).