PLANNING DIRECTIONS INC: IVE position timeline

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

PLANNING DIRECTIONS INC held 115,172 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

period ended2026-06-30
13F 115,172 shares
Change vs previous 13F +9,210 shares
12.11% of the 13F portfolio, value $26,150,918.
13F-HR 0000821103-26-000007 filed by PLANNING DIRECTIONS INC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 105,962 shares
Change vs previous 13F not available
11.32% of the 13F portfolio, value $22,373,821.
13F-HR 0000821103-26-000005 filed by PLANNING DIRECTIONS INC
Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).