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PLANNING DIRECTIONS INC: JIRE position timeline

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

PLANNING DIRECTIONS INC held 19,116 JIRE 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 19,116 shares
    Change vs previous 13F -571 shares

    0.73% of the 13F portfolio, value $1,576,852.

    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 19,687 shares
    Change vs previous 13F +2,214 shares

    0.75% of the 13F portfolio, value $1,491,068.

    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 17,473 shares
    Change vs previous 13F +821 shares

    0.66% of the 13F portfolio, value $1,308,354.

    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 16,652 shares
    Change vs previous 13F +4,522 shares

    0.64% of the 13F portfolio, value $1,224,588.

    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 12,130 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $858,440.

    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).