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Disclosery

Strategic Planning, Inc.: D position timeline

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

Strategic Planning, Inc. held 77,972 D shares at 2026-03-31 per its 13F-HR filed 2026-05-18.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 77,972 shares
    Change vs previous 13F -657 shares

    2.42% of the 13F portfolio, value $4,820,255.

    13F-HR 0001213900-26-058124 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 78,629 shares
    Change vs previous 13F -1,413 shares

    2.48% of the 13F portfolio, value $4,606,880.

    13F-HR 0001213900-26-017626 filed by Strategic Planning, Inc.
    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 80,042 shares
    Change vs previous 13F -1,858 shares

    2.83% of the 13F portfolio, value $4,896,176.

    13F-HR 0001213900-25-100168 filed by Strategic Planning, Inc.
    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 81,900 shares
    Change vs previous 13F -765 shares

    2.77% of the 13F portfolio, value $4,629,002.

    13F-HR 0001213900-25-100166 filed by Strategic Planning, Inc.
    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 82,665 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $4,635,024.

    13F-HR 0001213900-25-063531 filed by Strategic Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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