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Disclosery

Planning Strategies Inc.: SPY position timeline

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

Planning Strategies Inc. held 298 SPY shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 298 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $227,264.

    13F-HR 0002139665-26-000002 filed by Planning Strategies Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 298 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $222,537.

    13F-HR 0002139665-26-000001 filed by Planning Strategies Inc.
    Filed (acceptance time not in the bulk data set), ingested

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