Planning Alternatives - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Planning Alternatives going back to Feb. 8, 2013
- Planning Alternatives 2024 Q1 - filed April 17, 2024 - new!
- Planning Alternatives 2023 Q4 - filed Jan. 23, 2024
- Planning Alternatives 2023 Q3 - filed Oct. 17, 2023
- Planning Alternatives 2023 Q2 - filed July 18, 2023
- Planning Alternatives 2023 Q1 - filed May 4, 2023
- Planning Alternatives 2022 Q4 - filed Jan. 19, 2023
- Planning Alternatives 2022 Q3 - filed Oct. 12, 2022
- Planning Alternatives 2022 Q2 - filed July 20, 2022
- Planning Alternatives 2022 Q1 - filed April 28, 2022
- Planning Alternatives 2021 Q4 - filed Jan. 25, 2022
- Planning Alternatives 2021 Q3 restated - filed Nov. 10, 2021
- Planning Alternatives 2021 Q3 - filed Oct. 19, 2021
- Planning Alternatives 2021 Q2 - filed July 15, 2021
- Planning Alternatives 2021 Q1 - filed April 14, 2021
- Planning Alternatives 2020 Q4 - filed Jan. 29, 2021
- Planning Alternatives 2020 Q3 - filed Oct. 14, 2020
- Planning Alternatives 2020 Q2 - filed July 24, 2020
- Planning Alternatives 2020 Q1 - filed May 4, 2020
- Planning Alternatives 2019 Q4 - filed Jan. 27, 2020
- Planning Alternatives 2019 Q3 - filed Oct. 16, 2019
- Planning Alternatives 2019 Q2 - filed July 24, 2019
- Planning Alternatives 2019 Q1 - filed May 6, 2019
- Planning Alternatives 2018 Q4 - filed Feb. 7, 2019
- Planning Alternatives 2018 Q3 - filed Oct. 29, 2018
- Planning Alternatives 2018 Q2 - filed July 26, 2018
- Planning Alternatives 2018 Q1 - filed May 1, 2018
- Planning Alternatives 2017 Q4 - filed Feb. 2, 2018
- Planning Alternatives 2017 Q3 - filed Oct. 19, 2017
- Planning Alternatives 2017 Q2 - filed July 31, 2017
- Planning Alternatives 2017 Q1 - filed May 3, 2017
- Planning Alternatives 2016 Q4 - filed Feb. 1, 2017
- Planning Alternatives 2016 Q3 - filed Oct. 25, 2016
- Planning Alternatives 2016 Q2 - filed Aug. 2, 2016
- Planning Alternatives 2016 Q1 - filed May 4, 2016
- Planning Alternatives 2015 Q4 - filed Jan. 26, 2016
- Planning Alternatives 2015 Q3 - filed Oct. 23, 2015
- Planning Alternatives 2015 Q2 - filed July 30, 2015
- Planning Alternatives 2015 Q1 - filed April 30, 2015
- Planning Alternatives 2014 Q4 - filed Jan. 30, 2015
- Planning Alternatives 2014 Q3 - filed Nov. 13, 2014
- Planning Alternatives 2014 Q2 - filed Aug. 11, 2014
- Planning Alternatives 2014 Q1 - filed April 30, 2014
- Planning Alternatives 2013 Q4 - filed Jan. 16, 2014
- Planning Alternatives 2013 Q3 - filed Nov. 4, 2013
- Planning Alternatives 2013 Q2 - filed July 24, 2013
- Planning Alternatives 2013 Q1 - filed April 26, 2013
- Planning Alternatives 2012 Q4 - filed Feb. 8, 2013