Planning Directions Inc

SEC CIK: 0000821103
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

WSFS holding history

WSFS Financial Corp in every 13F filed by Planning Directions Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WSFS overview All 13F holders of WSFS Full Q2 2026 holdings

Shares (Q2 2026): 6,544
Value: $502.1K
% of portfolio: 0.2%
Quarters held: 5; Since Q2 2025

Holdings of WSFS by Planning Directions Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,544	$502.1K	0.2%	+19+0.3%	Added	Holders
Q1 2026	6,525	$427.1K	0.2%	+330+5.3%	Added	Holders
Q4 2025	6,195	$342.2K	0.2%	+19+0.3%	Added	Holders
Q3 2025	6,176	$333.1K	0.2%	+19+0.3%	Added	Holders
Q2 2025	6,157	$338.7K	0.2%	+6,157	New	Holders