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Disclosery

PLANNING DIRECTIONS INC: SDY position timeline

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

PLANNING DIRECTIONS INC held 18,714 SDY 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 18,714 shares
    Change vs previous 13F +841 shares

    1.32% of the 13F portfolio, value $2,847,878.

    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 17,873 shares
    Change vs previous 13F -118 shares

    1.32% of the 13F portfolio, value $2,608,319.

    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 17,991 shares
    Change vs previous 13F -936 shares

    1.26% of the 13F portfolio, value $2,503,692.

    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 18,927 shares
    Change vs previous 13F -1,097 shares

    1.38% of the 13F portfolio, value $2,650,700.

    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 20,024 shares
    Change vs previous 13F -1,279 shares

    1.53% of the 13F portfolio, value $2,717,844.

    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 21,303 shares
    Change vs previous 13F -388 shares

    1.24% of the 13F portfolio, value $2,890,456.

    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 21,691 shares
    Change vs previous 13F -949 shares

    1.66% of the 13F portfolio, value $2,865,446.

    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 22,640 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $3,215,849.

    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).