Advertisement
Screener

PLANNING DIRECTIONS INC Last Quarter Change: USA Bonds: Other Debt, Sold Out

PLANNING DIRECTIONS INC quarter change: USA Bonds: Other Debt, Sold out

In other debt filed by principal amount (debentures, bonds) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, PLANNING DIRECTIONS INC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 821103): 2026-03-31 (filed 2026-04-15) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
AMERIFLEX GROUP, INC.United States$0.198B1,142
Alpha Zero LLCUnited States$0.198B79
Holos Integrated Wealth LLCUnited States$0.198B412
Clarity Asset Management, Inc.United States$0.198B290
SPRING CAPITAL MANAGEMENT, LLCUnited States$0.198B49
Everest Private WealthUnited States$0.197B72
Cross Staff Investments IncUnited States$0.197B128
Comprehensive Wealth Management, LLCUnited States$0.198B39
Privium Fund Management (UK) LtdUnited Kingdom$0.197B20
True Light Capital Pte. Ltd.Singapore$0.198B8