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Disclosery

PLANNING DIRECTIONS INC: VBK position timeline

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

PLANNING DIRECTIONS INC held 1,341 VBK 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 1,341 shares
    Change vs previous 13F -17 shares

    0.23% of the 13F portfolio, value $490,453.

    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 1,358 shares
    Change vs previous 13F +26 shares

    0.21% of the 13F portfolio, value $410,437.

    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 1,332 shares
    Change vs previous 13F -18 shares

    0.2% of the 13F portfolio, value $402,270.

    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 1,350 shares
    Change vs previous 13F -115 shares

    0.21% of the 13F portfolio, value $401,649.

    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 1,465 shares
    Change vs previous 13F -7,036 shares

    0.23% of the 13F portfolio, value $405,615.

    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 8,501 shares
    Change vs previous 13F +6,920 shares

    0.92% of the 13F portfolio, value $2,140,286.

    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 1,581 shares
    Change vs previous 13F +13 shares

    0.26% of the 13F portfolio, value $442,668.

    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 1,568 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $419,298.

    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).