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Planning Center, Inc.ETFConcentrated long-term

CIK: 0001910966 | MOLINE, IL

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR84$1.1B2026-07-30SEC ↗
Q1 2026
13F-HR78$987.1M2026-04-28SEC ↗
Q4 2025
13F-HR76$979.3M2026-02-02SEC ↗
Q3 2025
13F-HR74$952.7M2025-10-30SEC ↗
Q2 2025
13F-HR74$904.4M2025-07-31SEC ↗
Q1 2025
13F-HR72$844.9M2025-04-18SEC ↗
Q4 2024
13F-HR68$788.3M2025-01-23SEC ↗
Q3 2024
13F-HR73$811.7M2024-11-12SEC ↗
Q2 2024
13F-HR65$765.3M2024-08-08SEC ↗
Q1 2024
13F-HR58$459.5M2024-04-23SEC ↗
Q4 2023
13F-HR59$431.3M2024-01-23SEC ↗
Q3 2023
13F-HR63$384.9M2023-10-26SEC ↗
Q2 2023
13F-HR70$393.6M2023-07-20SEC ↗
Q1 2023
13F-HR65$363.9M2023-04-17SEC ↗
Q4 2022
13F-HR70$328.7M2023-01-30SEC ↗
Q3 2022
13F-HR46$1.6M2022-10-19SEC ↗
Q2 2022
13F-HR48$126.9K2022-07-11SEC ↗
Q1 2022
13F-HR46$578.3K2022-04-15SEC ↗
Q4 2021
13F-HR52$354.2K2022-02-15SEC ↗