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PLANNING DIRECTIONS INC: JEPI position timeline

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

PLANNING DIRECTIONS INC held 69,044 JEPI 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 69,044 shares
    Change vs previous 13F +7,129 shares

    1.81% of the 13F portfolio, value $3,899,582.

    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 61,915 shares
    Change vs previous 13F +5,779 shares

    1.78% of the 13F portfolio, value $3,509,337.

    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 56,136 shares
    Change vs previous 13F +236 shares

    1.62% of the 13F portfolio, value $3,213,242.

    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 55,900 shares
    Change vs previous 13F -748 shares

    1.67% of the 13F portfolio, value $3,191,912.

    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 56,648 shares
    Change vs previous 13F +425 shares

    1.81% of the 13F portfolio, value $3,220,431.

    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 56,223 shares
    Change vs previous 13F +4,530 shares

    1.37% of the 13F portfolio, value $3,212,621.

    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 51,693 shares
    Change vs previous 13F +11,281 shares

    1.73% of the 13F portfolio, value $2,973,919.

    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 40,412 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $2,404,913.

    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).