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PLANNING DIRECTIONS INC: IUSG position timeline

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

PLANNING DIRECTIONS INC held 14,559 IUSG 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 14,559 shares
    Change vs previous 13F -303 shares

    1.27% of the 13F portfolio, value $2,738,421.

    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 14,862 shares
    Change vs previous 13F -132 shares

    1.17% of the 13F portfolio, value $2,305,195.

    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 14,994 shares
    Change vs previous 13F -1,918 shares

    1.27% of the 13F portfolio, value $2,518,024.

    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 16,912 shares
    Change vs previous 13F -348 shares

    1.45% of the 13F portfolio, value $2,782,721.

    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 17,260 shares
    Change vs previous 13F -916 shares

    1.46% of the 13F portfolio, value $2,595,882.

    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 18,176 shares
    Change vs previous 13F -3,611 shares

    0.99% of the 13F portfolio, value $2,309,780.

    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 21,787 shares
    Change vs previous 13F -516 shares

    1.76% of the 13F portfolio, value $3,036,056.

    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 22,303 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $2,942,018.

    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).