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Disclosery

PLANNING DIRECTIONS INC: RSPS position timeline

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

PLANNING DIRECTIONS INC held 17,188 RSPS 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 17,188 shares
    Change vs previous 13F -4,422 shares

    0.24% of the 13F portfolio, value $515,282.

    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 21,610 shares
    Change vs previous 13F -1,492 shares

    0.32% of the 13F portfolio, value $637,482.

    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 23,102 shares
    Change vs previous 13F -1,570 shares

    0.34% of the 13F portfolio, value $670,526.

    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 24,672 shares
    Change vs previous 13F -141 shares

    0.38% of the 13F portfolio, value $721,025.

    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 24,813 shares
    Change vs previous 13F -354 shares

    0.42% of the 13F portfolio, value $743,642.

    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 25,167 shares
    Change vs previous 13F -1,177 shares

    0.33% of the 13F portfolio, value $775,637.

    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 26,344 shares
    Change vs previous 13F -6,984 shares

    0.46% of the 13F portfolio, value $792,967.

    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 33,328 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,078,830.

    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).