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Disclosery

Planning Project LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Planning Project LLC on IVV, newest first. How the timeline and the estimate are built.

Planning Project LLC held 254,452 IVV shares at 2026-06-30 per its 13F-HR filed 2026-09-01.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 254,452 shares
    Change vs previous 13F +36,152 shares

    39.09% of the 13F portfolio, value $195,992,201.

    13F-HR 0002052480-26-000008 filed by Planning Project LLC
    Accepted , ingested

  2. period ended2025-12-31
    13F 218,300 shares
    Change vs previous 13F not available

    37.57% of the 13F portfolio, value $149,522,430.

    13F-HR 0002052480-26-000005 filed by Planning Project LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).