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PLANNING DIRECTIONS INC: WSFS position timeline

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

PLANNING DIRECTIONS INC held 6,544 WSFS 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 6,544 shares
    Change vs previous 13F +19 shares

    0.23% of the 13F portfolio, value $502,083.

    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 6,525 shares
    Change vs previous 13F +330 shares

    0.22% of the 13F portfolio, value $427,143.

    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 6,195 shares
    Change vs previous 13F +19 shares

    0.17% of the 13F portfolio, value $342,239.

    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 6,176 shares
    Change vs previous 13F +19 shares

    0.17% of the 13F portfolio, value $333,087.

    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 6,157 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $338,662.

    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).