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Disclosery

PLANNING DIRECTIONS INC: PEG position timeline

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

PLANNING DIRECTIONS INC held 0 PEG shares at 2025-03-31 per its 13F-HR filed 2025-04-30.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,603 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 2,603 shares
    Change vs previous 13F +8 shares

    0.13% of the 13F portfolio, value $219,919.

    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).

  3. period ended2024-09-30
    13F 2,595 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $231,519.

    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).