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PLANNING DIRECTIONS INC: MGV position timeline

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

PLANNING DIRECTIONS INC held 41,638 MGV 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 41,638 shares
    Change vs previous 13F -2,738 shares

    3.15% of the 13F portfolio, value $6,805,793.

    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 44,376 shares
    Change vs previous 13F +1,189 shares

    3.26% of the 13F portfolio, value $6,432,321.

    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 43,187 shares
    Change vs previous 13F -634 shares

    3.07% of the 13F portfolio, value $6,096,234.

    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 43,821 shares
    Change vs previous 13F -3,098 shares

    3.15% of the 13F portfolio, value $6,035,953.

    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 46,919 shares
    Change vs previous 13F -48 shares

    3.46% of the 13F portfolio, value $6,155,776.

    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 46,967 shares
    Change vs previous 13F -3,510 shares

    2.59% of the 13F portfolio, value $6,051,215.

    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 50,477 shares
    Change vs previous 13F -1,905 shares

    3.66% of the 13F portfolio, value $6,305,028.

    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 52,382 shares
    Change vs previous 13F not available

    4% of the 13F portfolio, value $6,719,587.

    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).