Skip to content
Disclosery

PLANNING DIRECTIONS INC: VT position timeline

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

PLANNING DIRECTIONS INC held 38,436 VT 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 38,436 shares
    Change vs previous 13F -148 shares

    2.79% of the 13F portfolio, value $6,032,501.

    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 38,584 shares
    Change vs previous 13F -1,393 shares

    2.7% of the 13F portfolio, value $5,336,940.

    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 39,977 shares
    Change vs previous 13F -923 shares

    2.84% of the 13F portfolio, value $5,639,110.

    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 40,900 shares
    Change vs previous 13F +987 shares

    2.94% of the 13F portfolio, value $5,636,081.

    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 39,913 shares
    Change vs previous 13F -2,926 shares

    2.89% of the 13F portfolio, value $5,129,594.

    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 42,839 shares
    Change vs previous 13F +2,216 shares

    2.12% of the 13F portfolio, value $4,967,193.

    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 40,623 shares
    Change vs previous 13F +2,286 shares

    2.77% of the 13F portfolio, value $4,772,438.

    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 38,337 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $4,588,928.

    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).