STRATEGIC PLANNING GROUP, LLC: CDC position timeline

STRATEGIC PLANNING GROUP, LLC held 0 CDC shares at 2025-09-30 per its 13F-HR filed 2025-10-23.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -22,367 shares

   13F-HR 0001875525-25-000002 filed by STRATEGIC PLANNING GROUP, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 22,367 shares

   Change vs previous 13F +1,928 shares

   0.23% of the 13F portfolio, value $1,425,051.

   13F-HR 0001085146-25-003779 filed by STRATEGIC PLANNING GROUP, LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 20,439 shares

   Change vs previous 13F +2,827 shares

   0.26% of the 13F portfolio, value $1,343,310.

   13F-HR 0001085146-25-001997 filed by STRATEGIC PLANNING GROUP, LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 17,612 shares

   Change vs previous 13F -163,498 shares

   0.2% of the 13F portfolio, value $1,102,209.

   13F-HR 0001085146-25-000435 filed by STRATEGIC PLANNING GROUP, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 181,110 shares

   Change vs previous 13F not available

   2.32% of the 13F portfolio, value $11,770,378.

   13F-HR 0001085146-24-004940 filed by STRATEGIC PLANNING GROUP, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).