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Disclosery

Strategic Planning, Inc.: GIS position timeline

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

Strategic Planning, Inc. held 52,751 GIS 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 52,751 shares
    Change vs previous 13F -1,802 shares

    0.99% of the 13F portfolio, value $1,963,396.

    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 54,553 shares
    Change vs previous 13F -3,372 shares

    1.37% of the 13F portfolio, value $2,536,705.

    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 57,925 shares
    Change vs previous 13F -313 shares

    1.69% of the 13F portfolio, value $2,920,581.

    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 58,238 shares
    Change vs previous 13F -93 shares

    1.81% of the 13F portfolio, value $3,017,315.

    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 58,331 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $3,487,599.

    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).