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PLANNING DIRECTIONS INC: IJR position timeline

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

PLANNING DIRECTIONS INC held 38,614 IJR 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 38,614 shares
    Change vs previous 13F +979 shares

    2.65% of the 13F portfolio, value $5,726,818.

    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 37,635 shares
    Change vs previous 13F -22,003 shares

    2.37% of the 13F portfolio, value $4,678,356.

    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 59,638 shares
    Change vs previous 13F +6,434 shares

    3.61% of the 13F portfolio, value $7,167,306.

    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 53,204 shares
    Change vs previous 13F +915 shares

    3.3% of the 13F portfolio, value $6,322,248.

    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 52,289 shares
    Change vs previous 13F +3,075 shares

    3.22% of the 13F portfolio, value $5,714,718.

    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 49,214 shares
    Change vs previous 13F +8,384 shares

    2.2% of the 13F portfolio, value $5,146,285.

    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 40,830 shares
    Change vs previous 13F +5,970 shares

    2.73% of the 13F portfolio, value $4,704,419.

    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 34,860 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $4,077,261.

    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).