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STRATEGIC PLANNING GROUP, LLC: SPIB position timeline

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

STRATEGIC PLANNING GROUP, LLC held 1,746,523 SPIB 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 1,746,523 shares
    Change vs previous 13F +311,753 shares

    6.37% of the 13F portfolio, value $58,438,660.

    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 1,434,770 shares
    Change vs previous 13F +1,148,106 shares

    6.73% of the 13F portfolio, value $48,122,208.

    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 286,664 shares
    Change vs previous 13F +19,079 shares

    1.25% of the 13F portfolio, value $9,692,118.

    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 267,585 shares
    Change vs previous 13F +93,804 shares

    1.23% of the 13F portfolio, value $9,068,484.

    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).

  5. period ended2025-06-30
    13F 173,781 shares
    Change vs previous 13F +5,024 shares

    0.95% of the 13F portfolio, value $5,835,570.

    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).

  6. period ended2025-03-31
    13F 168,757 shares
    Change vs previous 13F +19,387 shares

    1.1% of the 13F portfolio, value $5,609,487.

    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).

  7. period ended2024-12-31
    13F 149,370 shares
    Change vs previous 13F +6,611 shares

    0.9% of the 13F portfolio, value $4,893,370.

    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).

  8. period ended2024-09-30
    13F 142,759 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $4,812,408.

    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).