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CIK 0001831332 • 7 13F filings • Apr 9, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("planned-solutions-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001831332-25-000007 |
| $290.8M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001831332-26-000003 | $348.9M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001831332-25-000004 | $262.9M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0001831332-26-000002 | $305.6M | View |
| Apr 9, 2025 | Q1 2025 | 13F-HR | 0001831332-25-000003 | $247.0M | View |