Planned Solutions - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Planned Solutions going back to Nov. 6, 2020
- Planned Solutions 2025 Q3 - filed Oct. 23, 2025 - new!
- Planned Solutions 2025 Q2 - filed July 29, 2025
- Planned Solutions 2025 Q1 - filed April 9, 2025
- Planned Solutions 2024 Q4 - filed Jan. 17, 2025
- Planned Solutions 2024 Q3 - filed Oct. 9, 2024
- Planned Solutions 2024 Q2 - filed July 24, 2024
- Planned Solutions 2024 Q1 - filed April 26, 2024
- Planned Solutions 2023 Q3 - filed Feb. 7, 2024
- Planned Solutions 2023 Q4 - filed Jan. 18, 2024
- Planned Solutions 2023 Q2 - filed July 11, 2023
- Planned Solutions 2023 Q1 - filed April 12, 2023
- Planned Solutions 2022 Q4 - filed Jan. 25, 2023
- Planned Solutions 2022 Q3 - filed Oct. 20, 2022
- Planned Solutions 2022 Q2 - filed July 14, 2022
- Planned Solutions 2022 Q1 - filed April 8, 2022
- Planned Solutions 2021 Q4 - filed Feb. 3, 2022
- Planned Solutions 2021 Q2 - filed July 21, 2021
- Planned Solutions 2021 Q1 - filed April 29, 2021
- Planned Solutions 2020 Q4 - filed Jan. 29, 2021
- Planned Solutions 2020 Q3 - filed Nov. 6, 2020