Skip to content
Disclosery

Strategic Planning, Inc.: SPY position timeline

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

Strategic Planning, Inc. held 6,325 SPY 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 6,325 shares
    Change vs previous 13F +55 shares

    2.06% of the 13F portfolio, value $4,113,390.

    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 6,270 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $4,275,901.

    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).