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Disclosery

Strategic Planning, Inc.: GWRE position timeline

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

Strategic Planning, Inc. held 2,879 GWRE 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 2,879 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $430,583.

    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 2,879 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $578,708.

    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 2,879 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $661,767.

    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 2,879 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $677,861.

    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 2,879 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $539,409.

    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).