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PLANNING DIRECTIONS INC: VTV position timeline

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

PLANNING DIRECTIONS INC held 9,457 VTV 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 9,457 shares
    Change vs previous 13F -653 shares

    0.95% of the 13F portfolio, value $2,061,021.

    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 10,110 shares
    Change vs previous 13F +933 shares

    1% of the 13F portfolio, value $1,983,661.

    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 9,177 shares
    Change vs previous 13F +215 shares

    0.88% of the 13F portfolio, value $1,752,742.

    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 8,962 shares
    Change vs previous 13F -194 shares

    0.87% of the 13F portfolio, value $1,671,381.

    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 9,156 shares
    Change vs previous 13F -3,605 shares

    0.91% of the 13F portfolio, value $1,618,148.

    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 12,761 shares
    Change vs previous 13F +2,653 shares

    0.94% of the 13F portfolio, value $2,204,418.

    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 10,108 shares
    Change vs previous 13F -737 shares

    0.99% of the 13F portfolio, value $1,711,299.

    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 10,845 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,893,279.

    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).