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STRATEGIC PLANNING GROUP, LLC: SCIO position timeline

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

STRATEGIC PLANNING GROUP, LLC held 2,869,793 SCIO shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,869,793 shares
    Change vs previous 13F +481,148 shares

    6.46% of the 13F portfolio, value $59,318,623.

    13F-HR 0001875525-26-000004 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).

  2. period ended2026-03-31
    13F 2,388,645 shares
    Change vs previous 13F +1,599,800 shares

    6.89% of the 13F portfolio, value $49,301,643.

    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).

  3. period ended2025-12-31
    13F 788,845 shares
    Change vs previous 13F +54,961 shares

    2.11% of the 13F portfolio, value $16,407,982.

    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).

  4. period ended2025-09-30
    13F 733,884 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $15,231,765.

    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).