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PLANNING DIRECTIONS INC: VOT position timeline

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

PLANNING DIRECTIONS INC held 22,040 VOT 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 22,040 shares
    Change vs previous 13F +1,350 shares

    3.13% of the 13F portfolio, value $6,750,847.

    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 20,690 shares
    Change vs previous 13F +555 shares

    2.69% of the 13F portfolio, value $5,324,696.

    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 20,135 shares
    Change vs previous 13F +1,077 shares

    2.83% of the 13F portfolio, value $5,620,594.

    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 19,058 shares
    Change vs previous 13F -58 shares

    2.92% of the 13F portfolio, value $5,599,102.

    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 19,116 shares
    Change vs previous 13F +620 shares

    3.06% of the 13F portfolio, value $5,436,271.

    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 18,496 shares
    Change vs previous 13F +1,383 shares

    1.93% of the 13F portfolio, value $4,524,905.

    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 17,113 shares
    Change vs previous 13F +954 shares

    2.52% of the 13F portfolio, value $4,342,507.

    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 16,159 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $3,934,257.

    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).