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Strategic Planning, Inc.: F position timeline

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

Strategic Planning, Inc. held 867,340 F 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 867,340 shares
    Change vs previous 13F +27,776 shares

    5.02% of the 13F portfolio, value $10,009,106.

    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 839,564 shares
    Change vs previous 13F -19,879 shares

    5.94% of the 13F portfolio, value $11,015,085.

    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 859,443 shares
    Change vs previous 13F +8,795 shares

    5.95% of the 13F portfolio, value $10,278,928.

    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 850,648 shares
    Change vs previous 13F +3,998 shares

    5.53% of the 13F portfolio, value $9,229,529.

    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 846,650 shares
    Change vs previous 13F not available

    4.79% of the 13F portfolio, value $8,491,906.

    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).