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PLANNING DIRECTIONS INC: UITB position timeline

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

PLANNING DIRECTIONS INC held 303,886 UITB 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 303,886 shares
    Change vs previous 13F +5,195 shares

    6.59% of the 13F portfolio, value $14,233,392.

    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 298,691 shares
    Change vs previous 13F +17,867 shares

    7.11% of the 13F portfolio, value $14,043,539.

    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 280,824 shares
    Change vs previous 13F +39,451 shares

    6.7% of the 13F portfolio, value $13,298,337.

    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 241,373 shares
    Change vs previous 13F +14,032 shares

    5.99% of the 13F portfolio, value $11,470,061.

    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 227,341 shares
    Change vs previous 13F -1,482 shares

    6.02% of the 13F portfolio, value $10,700,920.

    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 228,823 shares
    Change vs previous 13F +11,828 shares

    4.59% of the 13F portfolio, value $10,740,936.

    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 216,995 shares
    Change vs previous 13F +49,673 shares

    5.79% of the 13F portfolio, value $9,973,084.

    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 167,322 shares
    Change vs previous 13F not available

    4.78% of the 13F portfolio, value $8,019,735.

    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).