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PLANNING DIRECTIONS INC: VCSH position timeline

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

PLANNING DIRECTIONS INC held 48,059 VCSH 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 48,059 shares
    Change vs previous 13F -4,800 shares

    1.76% of the 13F portfolio, value $3,798,097.

    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 52,859 shares
    Change vs previous 13F -11,154 shares

    2.12% of the 13F portfolio, value $4,190,111.

    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 64,013 shares
    Change vs previous 13F -3,722 shares

    2.57% of the 13F portfolio, value $5,103,751.

    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 67,735 shares
    Change vs previous 13F +1,709 shares

    2.83% of the 13F portfolio, value $5,414,019.

    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 66,026 shares
    Change vs previous 13F -5,225 shares

    2.95% of the 13F portfolio, value $5,249,074.

    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 71,251 shares
    Change vs previous 13F -3,847 shares

    2.4% of the 13F portfolio, value $5,624,599.

    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 75,098 shares
    Change vs previous 13F -5,022 shares

    3.4% of the 13F portfolio, value $5,858,421.

    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 80,120 shares
    Change vs previous 13F not available

    3.79% of the 13F portfolio, value $6,363,149.

    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).