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Planned Solutions, Inc.

SEC CIK
0001831332
Latest filing
Jul 13, 2026

SRC holding history

Spirit Realty Capital, Inc. in every 13F filed by Planned Solutions, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SRC overviewAll 13F holders of SRCFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q2 2021
Holdings of SRC by Planned Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−4,259−100.0%Sold outHolders
Q4 20234,259$186.1K0.1%+4,259NewHolders
Q1 20220$00.0%−4,439−100.0%Sold outHolders
Q4 20214,439$214.0K0.1%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20214,259$204.0K0.1%+4,259NewHolders