PLANNING DIRECTIONS INC: JPEF position timeline

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

PLANNING DIRECTIONS INC held 0 JPEF shares at 2024-12-31 per its 13F-HR filed 2025-02-06.

the latest 13F is the newest step

period ended2024-12-31
13F 0 shares
Change vs previous 13F -3,083 shares
13F-HR 0001085146-25-000840 filed by PLANNING DIRECTIONS INC
Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 3,083 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $202,028.
13F-HR 0001085146-24-005391 filed by PLANNING DIRECTIONS INC
Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).