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PLANNING DIRECTIONS INC: USMV position timeline

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

PLANNING DIRECTIONS INC held 4,053 USMV 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 4,053 shares
    Change vs previous 13F -677 shares

    0.18% of the 13F portfolio, value $390,985.

    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 4,730 shares
    Change vs previous 13F -92 shares

    0.22% of the 13F portfolio, value $438,690.

    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 4,822 shares
    Change vs previous 13F +13 shares

    0.23% of the 13F portfolio, value $454,060.

    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 4,809 shares
    Change vs previous 13F +224 shares

    0.24% of the 13F portfolio, value $457,556.

    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 4,585 shares
    Change vs previous 13F +10 shares

    0.24% of the 13F portfolio, value $430,427.

    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 4,575 shares
    Change vs previous 13F +10 shares

    0.18% of the 13F portfolio, value $428,513.

    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 4,565 shares
    Change vs previous 13F -73 shares

    0.24% of the 13F portfolio, value $405,340.

    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 4,638 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $423,474.

    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).