• 13F History

S.E.E.D. Planning Group LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 8, 2025
Value $
$297M
Signature - Title
Todd Wilcox - Chief Compliance Officer
Location
Binghamton, NY
Summary
This page shows a list of all the recent 13F filings made by S.E.E.D. Planning Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. S.E.E.D. Planning Group LLC reported 73 stock holdings with total value $297M as of Q1 2025. Top holdings included AAPL, AMZN, MOAT, NEE, and META.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 73 $297M +$36.2M -$31.6M +$4.67M AAPL, AMZN, MOAT, NEE, META 13F-HR 4/8/2025, 09:35 AM
Q4 2024 75 $300M +$28.5M -$23.6M +$4.92M AAPL, MOAT, AMZN, META, MSFT 13F-HR 1/14/2025, 11:22 AM
Q3 2024 73 $302M +$22.9M -$19.1M +$3.73M AAPL, MOAT, AMZN, NEE, EL 13F-HR 10/15/2024, 11:43 AM
Q2 2024 74 $275M +$11.1M -$8.9M +$2.17M AMZN, AAPL, NEE, MSFT, GOOGL 13F-HR 7/18/2024, 01:12 PM
Q1 2024 75 $274M +$27.6M -$19.3M +$8.25M AMZN, AAPL, NEE, ECL, MSFT 13F-HR 4/16/2024, 10:03 AM
Q4 2023 85 $248M +$14.1M -$51.3M -$37.2M AAPL, AMZN, MSFT, CBRE, ECL 13F-HR 1/26/2024, 11:22 AM
Q3 2023 84 $259M +$21M -$32M -$11M AAPL, BSCO, BSCP, BSCN, BSCQ 13F-HR 10/17/2023, 03:10 PM
Q2 2023 89 $285M +$14.2M -$2.6M +$11.6M AAPL, META, AMZN, MSFT, MOAT 13F-HR 7/18/2023, 03:37 PM
Q1 2023 88 $259M +$35.2M -$8.49M +$26.7M AAPL, META, MOAT, AMZN, MSFT 13F-HR 4/13/2023, 02:03 PM
Q4 2022 85 $231M +$20.2M -$1.72M +$18.5M AAPL, BSCP, BSCN, BSCO, MOAT 13F-HR 1/19/2023, 02:00 PM
Q3 2022 83 $214M +$16.9M -$7.6M +$9.34M AAPL, BSCM, BSCN, BSCO, BSCP 13F-HR 10/20/2022, 03:39 PM
Q2 2022 82 $221M +$40.3M -$18.5M +$21.8M AAPL, BSCM, BSCN, BSCO, BSCP 13F-HR 7/26/2022, 11:02 AM
Q1 2022 91 $235M +$43.1M -$24.9M +$18.2M BSCM, AAPL, BSCN, BSCO, BSCP 13F-HR 4/26/2022, 08:39 AM
Q4 2021 95 $218M +$12M -$5.02M +$7.02M BSCM, BSCN, BSCO, AAPL, AMZN 13F-HR 1/24/2022, 09:54 AM
Q3 2021 87 $212M +$22.6M -$14.9M +$7.68M BSCM, BSCN, BSCP, BSCO, AAPL 13F-HR 10/21/2021, 01:36 PM
Q2 2021 84 $203M +$14.3M -$2.53M +$11.8M BSCM, BSCN, BSCO, BSCP, AAPL 13F-HR 7/14/2021, 03:55 PM
Q1 2021 74 $182M +$32.2M -$23.2M +$9M BSCN, BSCM, BSCO, BSCP, AAPL 13F-HR 4/21/2021, 03:48 PM
Q4 2020 68 $167M +$28.5M -$5.19M +$23.3M AAPL, BSCO, BSCN, BSCM, BSCL 13F-HR 1/19/2021, 11:43 AM
Q3 2020 58 $136M +$17M -$5.98M +$11M AAPL, BSCN, BSCM, BSCL, BSCO 13F-HR 10/16/2020, 11:26 AM
Q2 2020 56 $128M +$14.8M -$5.44M +$9.39M AAPL, BSCN, BSCM, BSCO, BSCL Restatement 7/17/2020, 11:34 AM
Q1 2020 48 $103M +$32.5M -$12.3M +$20.2M MOAT, AAPL, BSCL, BSCM, BSCN 13F-HR 4/17/2020, 01:05 PM
Q4 2019 53 $115M SCHX, AAPL, BSCK, BSCL, BSCN Restatement 2/10/2020, 02:24 PM