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PLANNING DIRECTIONS INC: SHYG position timeline

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

PLANNING DIRECTIONS INC held 35,255 SHYG 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 35,255 shares
    Change vs previous 13F +796 shares

    0.69% of the 13F portfolio, value $1,495,175.

    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 34,459 shares
    Change vs previous 13F -94,789 shares

    0.74% of the 13F portfolio, value $1,457,963.

    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 129,248 shares
    Change vs previous 13F +22,496 shares

    2.79% of the 13F portfolio, value $5,540,849.

    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 106,752 shares
    Change vs previous 13F +22,735 shares

    2.41% of the 13F portfolio, value $4,622,383.

    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 84,017 shares
    Change vs previous 13F +8,284 shares

    2.04% of the 13F portfolio, value $3,624,496.

    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 75,733 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $3,220,164.

    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).