SEC EDGAR filings, ownership reports, and insider transactions for PLANNING DIRECTIONS INC.
| Form type | Document | Filing | Description | Filing date | Reporting date | File number(s) |
|---|---|---|---|---|---|---|
| 13F-HR | Open Document | Open Filing | 13 Nov 2025 | 30 Sep 2025 | 028-18748 | |
| N-PX | Open Document | Open Filing | 28 Aug 2025 | 30 Jun 2025 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 01 Aug 2025 | 30 Jun 2025 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 30 Apr 2025 | 31 Mar 2025 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 06 Feb 2025 | 31 Dec 2024 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 07 Nov 2024 | 30 Sep 2024 | 028-18748 | |
| N-PX | Open Document | Open Filing | 22 Aug 2024 | 30 Jun 2024 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 09 Aug 2024 | 30 Jun 2024 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 09 May 2024 | 31 Mar 2024 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 31 Jan 2024 | 31 Dec 2023 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 27 Oct 2023 | 30 Sep 2023 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 19 Jul 2023 | 30 Jun 2023 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 11 May 2023 | 31 Mar 2023 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 08 Feb 2023 | 31 Dec 2022 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 08 Nov 2022 | 30 Sep 2022 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 03 Aug 2022 | 30 Jun 2022 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 19 May 2022 | 31 Mar 2022 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 27 Jan 2022 | 31 Dec 2021 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 09 Nov 2021 | 30 Sep 2021 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 28 Jul 2021 | 30 Jun 2021 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 28 Apr 2021 | 31 Mar 2021 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 26 Jan 2021 | 31 Dec 2020 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 02 Nov 2020 | 30 Sep 2020 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 21 Jul 2020 | 30 Jun 2020 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 05 May 2020 | 31 Mar 2020 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 14 Jan 2020 | 31 Dec 2019 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 25 Oct 2019 | 30 Sep 2019 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 15 Jul 2019 | 30 Jun 2019 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 03 Apr 2019 | 31 Mar 2019 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 16 Jan 2019 | 31 Dec 2018 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 05 Oct 2018 | 30 Sep 2018 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 05 Sep 2018 | 30 Jun 2018 | 028-18748 | |
| 13F-HR | Open Document | Open Filing | 10 May 2018 | 31 Mar 2018 | 028-18748 |