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PLANNING DIRECTIONS INC: VBR position timeline

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

PLANNING DIRECTIONS INC held 5,999 VBR 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 5,999 shares
    Change vs previous 13F -140 shares

    0.68% of the 13F portfolio, value $1,457,754.

    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 6,139 shares
    Change vs previous 13F -431 shares

    0.67% of the 13F portfolio, value $1,333,764.

    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 6,570 shares
    Change vs previous 13F -12 shares

    0.7% of the 13F portfolio, value $1,391,415.

    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 6,582 shares
    Change vs previous 13F -518 shares

    0.72% of the 13F portfolio, value $1,373,647.

    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 7,100 shares
    Change vs previous 13F -2,988 shares

    0.78% of the 13F portfolio, value $1,384,592.

    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 10,088 shares
    Change vs previous 13F +2,071 shares

    0.8% of the 13F portfolio, value $1,879,281.

    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 8,017 shares
    Change vs previous 13F -379 shares

    0.92% of the 13F portfolio, value $1,588,782.

    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 8,396 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,685,770.

    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).