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PLANNING DIRECTIONS INC: JEPQ position timeline

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

PLANNING DIRECTIONS INC held 55,104 JEPQ 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 55,104 shares
    Change vs previous 13F +5,914 shares

    1.57% of the 13F portfolio, value $3,386,703.

    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 49,190 shares
    Change vs previous 13F +3,723 shares

    1.38% of the 13F portfolio, value $2,731,055.

    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 45,467 shares
    Change vs previous 13F +184 shares

    1.33% of the 13F portfolio, value $2,642,528.

    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 45,283 shares
    Change vs previous 13F +5,101 shares

    1.36% of the 13F portfolio, value $2,604,698.

    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 40,182 shares
    Change vs previous 13F +761 shares

    1.23% of the 13F portfolio, value $2,185,903.

    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 39,421 shares
    Change vs previous 13F +6,324 shares

    0.87% of the 13F portfolio, value $2,041,211.

    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 33,097 shares
    Change vs previous 13F +8,334 shares

    1.08% of the 13F portfolio, value $1,866,016.

    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 24,763 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,360,212.

    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).