Skip to content
Disclosery

PLANNING DIRECTIONS INC: VIG position timeline

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

PLANNING DIRECTIONS INC held 67,945 VIG 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 67,945 shares
    Change vs previous 13F -1,064 shares

    7.45% of the 13F portfolio, value $16,077,092.

    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 69,009 shares
    Change vs previous 13F +949 shares

    7.51% of the 13F portfolio, value $14,841,164.

    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 68,060 shares
    Change vs previous 13F +396 shares

    7.54% of the 13F portfolio, value $14,958,268.

    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 67,664 shares
    Change vs previous 13F -495 shares

    7.62% of the 13F portfolio, value $14,601,234.

    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 68,159 shares
    Change vs previous 13F -2,796 shares

    7.85% of the 13F portfolio, value $13,950,099.

    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 70,955 shares
    Change vs previous 13F -3,736 shares

    5.89% of the 13F portfolio, value $13,764,474.

    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 74,691 shares
    Change vs previous 13F -3,120 shares

    8.49% of the 13F portfolio, value $14,626,795.

    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 77,811 shares
    Change vs previous 13F not available

    9.18% of the 13F portfolio, value $15,411,181.

    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).