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STRATEGIC PLANNING GROUP, LLC: NET position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STRATEGIC PLANNING GROUP, LLC on NET, newest first. How the timeline and the estimate are built.

STRATEGIC PLANNING GROUP, LLC held 0 NET shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -41,158 shares

    13F-HR 0001875525-26-000003 filed by STRATEGIC PLANNING GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  2. period ended2025-12-31
    13F 41,158 shares
    Change vs previous 13F +2,601 shares

    1.04% of the 13F portfolio, value $8,114,418.

    13F-HR 0001875525-26-000001 filed by STRATEGIC PLANNING GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 38,557 shares
    Change vs previous 13F +922 shares

    1.12% of the 13F portfolio, value $8,274,037.

    13F-HR 0001875525-25-000002 filed by STRATEGIC PLANNING GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 37,635 shares
    Change vs previous 13F +3,673 shares

    1.2% of the 13F portfolio, value $7,370,245.

    13F-HR 0001085146-25-003779 filed by STRATEGIC PLANNING GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 33,962 shares
    Change vs previous 13F -15,679 shares

    0.75% of the 13F portfolio, value $3,827,263.

    13F-HR 0001085146-25-001997 filed by STRATEGIC PLANNING GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 49,641 shares
    Change vs previous 13F +907 shares

    0.98% of the 13F portfolio, value $5,345,347.

    13F-HR 0001085146-25-000435 filed by STRATEGIC PLANNING GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 48,734 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,942,151.

    13F-HR 0001085146-24-004940 filed by STRATEGIC PLANNING GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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