Current Market Value 718,647,660
Current Holdings 80
Most Recent File Date 2025-08-12
Total Filings on Record 50
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Planning Alternatives Ltd /adv . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-12 2025-06-30 13F-HR 80 718,648
2025-05-09 2025-03-31 13F-HR 76 652,283
2025-02-06 2024-12-31 13F-HR 61 650,517
2024-11-12 2024-09-30 13F-HR 58 657,004
2024-07-25 2024-06-30 13F-HR 58 617,623
2024-04-17 2024-03-31 13F-HR 49 608,512
2024-01-23 2023-12-31 13F-HR 49 570,949
2023-10-17 2023-09-30 13F-HR 46 515,977
2023-07-18 2023-06-30 13F-HR 45 543,558
2023-05-04 2023-03-31 13F-HR 47 513,979
2023-01-19 2022-12-31 13F-HR 46 549,298
2022-10-12 2022-09-30 13F-HR 41 480,084
2022-07-20 2022-06-30 13F-HR 45 530,924
2022-04-28 2022-03-31 13F-HR 46 626,142
2022-01-25 2021-12-31 13F-HR 47 648,476
2021-11-10 2021-09-30 13F-HR/A 1 R 45 606,679
2021-10-19 2021-09-30 13F-HR 46 607,361
2021-07-15 2021-06-30 13F-HR 44 612,026
2021-04-14 2021-03-31 13F-HR 46 600,480
2021-01-29 2020-12-31 13F-HR 43 563,956
2020-10-14 2020-09-30 13F-HR 45 532,659
2020-07-24 2020-06-30 13F-HR 44 493,571
2020-05-04 2020-03-31 13F-HR 42 430,589
2020-01-27 2019-12-31 13F-HR 51 573,494
2019-10-16 2019-09-30 13F-HR 50 546,603
2019-07-24 2019-06-30 13F-HR 51 547,414
2019-05-06 2019-03-31 13F-HR 45 546,703
2019-02-07 2018-12-31 13F-HR 48 478,791
2018-10-29 2018-09-30 13F-HR 50 585,233
2018-07-26 2018-06-30 13F-HR 50 562,448
2018-05-01 2018-03-31 13F-HR 37 550,145
2018-02-02 2017-12-31 13F-HR 54 560,098
2017-10-19 2017-09-30 13F-HR 53 537,771
2017-07-31 2017-06-30 13F-HR 52 523,644
2017-05-03 2017-03-31 13F-HR 55 515,797
2017-02-01 2016-12-31 13F-HR 52 484,444
2016-10-25 2016-09-30 13F-HR 50 466,885
2016-08-02 2016-06-30 13F-HR 52 459,464
2016-05-04 2016-03-31 13F-HR 51 452,541
2016-01-26 2015-12-31 13F-HR 55 430,055
2015-10-23 2015-09-30 13F-HR 46 407,239
2015-07-30 2015-06-30 13F-HR 45 474,306
2015-04-30 2015-03-31 13F-HR 44 440,808
2015-01-30 2014-12-31 13F-HR 0 0
2014-11-13 2014-09-30 13F-HR 47 406,684
2014-08-11 2014-06-30 13F-HR 47 404,533
2014-04-30 2014-03-31 13F-HR 44 341,505
2014-01-16 2013-12-31 13F-HR 39 328,048
2013-11-04 2013-09-30 13F-HR 25 215,126
2013-07-24 2013-06-30 13F-HR 24 174,916