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PLANNING DIRECTIONS INC: IYH position timeline

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

PLANNING DIRECTIONS INC held 8,348 IYH 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 8,348 shares
    Change vs previous 13F -444 shares

    0.26% of the 13F portfolio, value $559,399.

    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 8,792 shares
    Change vs previous 13F -1,212 shares

    0.27% of the 13F portfolio, value $541,929.

    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 10,004 shares
    Change vs previous 13F -2,542 shares

    0.33% of the 13F portfolio, value $651,235.

    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 12,546 shares
    Change vs previous 13F -795 shares

    0.38% of the 13F portfolio, value $736,729.

    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 13,341 shares
    Change vs previous 13F -542 shares

    0.42% of the 13F portfolio, value $753,489.

    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 13,883 shares
    Change vs previous 13F -2,067 shares

    0.36% of the 13F portfolio, value $845,345.

    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 15,950 shares
    Change vs previous 13F -3,050 shares

    0.54% of the 13F portfolio, value $929,390.

    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 19,000 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,235,012.

    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).