Skip to content
Disclosery

PLANNING DIRECTIONS INC: XLP position timeline

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

PLANNING DIRECTIONS INC held 14,704 XLP 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 14,704 shares
    Change vs previous 13F -983 shares

    0.57% of the 13F portfolio, value $1,221,481.

    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 15,687 shares
    Change vs previous 13F +6 shares

    0.65% of the 13F portfolio, value $1,286,058.

    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 15,681 shares
    Change vs previous 13F -424 shares

    0.61% of the 13F portfolio, value $1,218,129.

    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 16,105 shares
    Change vs previous 13F -473 shares

    0.66% of the 13F portfolio, value $1,262,188.

    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 16,578 shares
    Change vs previous 13F -1,311 shares

    0.76% of the 13F portfolio, value $1,342,343.

    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 17,889 shares
    Change vs previous 13F -525 shares

    0.62% of the 13F portfolio, value $1,461,017.

    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 18,414 shares
    Change vs previous 13F -1,411 shares

    0.84% of the 13F portfolio, value $1,447,538.

    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 19,825 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,645,495.

    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).