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PLANNING DIRECTIONS INC: NVDA position timeline

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

PLANNING DIRECTIONS INC held 10,565 NVDA 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 10,565 shares
    Change vs previous 13F -5,279 shares

    0.98% of the 13F portfolio, value $2,113,978.

    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 15,844 shares
    Change vs previous 13F +363 shares

    1.4% of the 13F portfolio, value $2,763,148.

    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 15,481 shares
    Change vs previous 13F -104 shares

    1.45% of the 13F portfolio, value $2,887,158.

    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 15,585 shares
    Change vs previous 13F -377 shares

    1.52% of the 13F portfolio, value $2,907,891.

    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 15,962 shares
    Change vs previous 13F -12,239 shares

    1.42% of the 13F portfolio, value $2,521,890.

    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 28,201 shares
    Change vs previous 13F +16,174 shares

    1.31% of the 13F portfolio, value $3,056,502.

    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 12,027 shares
    Change vs previous 13F +1,725 shares

    0.94% of the 13F portfolio, value $1,615,140.

    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 10,302 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,251,027.

    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).