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Disclosery

PLANNING DIRECTIONS INC: VO position timeline

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

PLANNING DIRECTIONS INC held 21,966 VO 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 21,966 shares
    Change vs previous 13F +15,616 shares

    0.82% of the 13F portfolio, value $1,769,820.

    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 6,350 shares
    Change vs previous 13F -787 shares

    0.92% of the 13F portfolio, value $1,823,630.

    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 7,137 shares
    Change vs previous 13F -921 shares

    1.04% of the 13F portfolio, value $2,071,433.

    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 8,058 shares
    Change vs previous 13F +160 shares

    1.24% of the 13F portfolio, value $2,367,049.

    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 7,898 shares
    Change vs previous 13F +234 shares

    1.24% of the 13F portfolio, value $2,210,208.

    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 7,664 shares
    Change vs previous 13F -144 shares

    0.85% of the 13F portfolio, value $1,982,166.

    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 7,808 shares
    Change vs previous 13F +561 shares

    1.2% of the 13F portfolio, value $2,062,411.

    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 7,247 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,911,887.

    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).