IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Strategic Planning Group, LLCGrowthConcentrated trader

CIK: 0001875525 | Bountiful, UT

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR79$964.8M2026-10-22SEC ↗
Q2 2026
13F-HR75$918.0M2026-07-16SEC ↗
Q1 2026
13F-HR72$715.3M2026-04-22SEC ↗
Q4 2025
13F-HR73$776.9M2026-02-04SEC ↗
Q3 2025
13F-HR73$739.8M2025-10-23SEC ↗
Q2 2025
13F-HR77$615.7M2025-07-14SEC ↗
Q1 2025
13F-HR79$511.0M2025-04-10SEC ↗
Q4 2024
13F-HR80$544.2M2025-01-23SEC ↗
Q3 2024
13F-HR78$507.2M2024-10-16SEC ↗
Q2 2024
13F-HR75$457.5M2024-08-02SEC ↗
Q1 2024
13F-HR116$399.9M2024-04-12SEC ↗
Q4 2023
13F-HR113$301.5M2024-04-12SEC ↗