Planning Center - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Planning Center going back to Feb. 15, 2022
- Planning Center 2026 Q1 - filed April 28, 2026 - new!
- Planning Center 2025 Q4 - filed Feb. 2, 2026
- Planning Center 2025 Q3 - filed Oct. 30, 2025
- Planning Center 2025 Q2 - filed July 31, 2025
- Planning Center 2025 Q1 - filed April 18, 2025
- Planning Center 2024 Q4 - filed Jan. 23, 2025
- Planning Center 2024 Q3 - filed Nov. 12, 2024
- Planning Center 2024 Q2 - filed Aug. 8, 2024
- Planning Center 2024 Q1 - filed April 23, 2024
- Planning Center 2023 Q4 - filed Jan. 23, 2024
- Planning Center 2023 Q3 - filed Oct. 26, 2023
- Planning Center 2023 Q2 - filed July 20, 2023
- Planning Center 2023 Q1 - filed April 17, 2023
- Planning Center 2022 Q4 - filed Jan. 30, 2023
- Planning Center 2022 Q3 - filed Oct. 19, 2022
- Planning Center 2022 Q2 - filed July 11, 2022
- Planning Center 2022 Q1 - filed April 15, 2022
- Planning Center 2021 Q4 - filed Feb. 15, 2022