Planning Directions - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Planning Directions going back to May 10, 2018
- Planning Directions 2023 Q4 - filed Jan. 31, 2024 - new!
- Planning Directions 2023 Q3 - filed Oct. 27, 2023
- Planning Directions 2023 Q2 - filed July 19, 2023
- Planning Directions 2023 Q1 - filed May 11, 2023
- Planning Directions 2022 Q4 - filed Feb. 8, 2023
- Planning Directions 2022 Q3 - filed Nov. 8, 2022
- Planning Directions 2022 Q2 - filed Aug. 3, 2022
- Planning Directions 2022 Q1 - filed May 19, 2022
- Planning Directions 2021 Q4 - filed Jan. 27, 2022
- Planning Directions 2021 Q3 - filed Nov. 9, 2021
- Planning Directions 2021 Q2 - filed July 28, 2021
- Planning Directions 2021 Q1 - filed April 28, 2021
- Planning Directions 2020 Q4 - filed Jan. 26, 2021
- Planning Directions 2020 Q3 - filed Nov. 2, 2020
- Planning Directions 2020 Q2 - filed July 21, 2020
- Planning Directions 2020 Q1 - filed May 5, 2020
- Planning Directions 2019 Q4 - filed Jan. 14, 2020
- Planning Directions 2019 Q3 - filed Oct. 25, 2019
- Planning Directions 2019 Q2 - filed July 15, 2019
- Planning Directions 2019 Q1 - filed April 3, 2019
- Planning Directions 2018 Q4 - filed Jan. 16, 2019
- Planning Directions 2018 Q3 - filed Oct. 5, 2018
- Planning Directions 2018 Q2 - filed Sept. 5, 2018
- Planning Directions 2018 Q1 - filed May 10, 2018