Filer Snapshot

PLANNING ALTERNATIVES LTD /ADV

CIK 0000712011. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

57

Latest Filing

07 May 2026

Industry

n/a

Follow future filing-backed changes

Save this filer to return when a new filing changes the portfolio, large-stake, insider, or company context.

Save and revisit

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Create free account and save this filer Already have an account? Sign in and save it

Best next click

Start with the summary below, then verify the strongest source-backed page for this filer.

  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
Open 13F portfolio
Source: SEC Form 13F

13F-HR filed on 07 May 2026 for CIK 0000712011.

View Source Filing
Business address
255 South Old Woodward Avenue, Suite 310, Birmingham, MI, 48009
Top securities (13F)
IVV, IJH, SPMO, VEA, IJR, IDMO, AAPL, SCHF, VUG, XCEM, SPY, VTV, SCHX, ESGU, NVDA, VOO, VIG, SCHB, MSFT, and IWV
State of incorporation
MI
Fiscal year end
31 December

Filer intelligence

What SEC filings say about PLANNING ALTERNATIVES LTD /ADV

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $774.75M across 111 reported holdings for Q1 2026.
  • Largest parsed 13F holding: IVV at $271.47M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 111 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 07 May 2026

IVV

35%

Ishares Tr

$271.47M

IJH

11.3%

Ishares Tr

$87.77M

SPMO

10.8%

Invesco Exch Traded Fd Tr II

$83.46M

VEA

10.3%

Vanguard Tax Managed Fds

$79.47M

IJR

5.7%

Ishares Tr

$43.84M

Latest update

What changed recently for PLANNING ALTERNATIVES LTD /ADV

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

07 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 07 May 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

PLANNING ALTERNATIVES LTD /ADV has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

Open company facts Browse metric rankings

Filer Overview

PLANNING ALTERNATIVES LTD /ADV has filed 57 SEC EDGAR filings since 08 Feb 2013. Common forms include 13F-HR, N-PX, 13F-HR/A.

PLANNING ALTERNATIVES LTD /ADV SEC filings PLANNING ALTERNATIVES LTD /ADV 13F portfolio

Latest Filings

Recent SEC filings for PLANNING ALTERNATIVES LTD /ADV with direct links to document and filing folders.

13F-HR File 028-15145

13F-HR filing

Filing date
07 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
06 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
12 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
N-PX File 028-15145

N-PX filing

Filing date
26 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
12 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
09 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
06 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
12 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
N-PX File 028-15145

N-PX filing

Filing date
02 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
25 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
17 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
23 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
17 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
18 Jul 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
04 May 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
19 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
12 Oct 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
20 Jul 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
28 Apr 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
25 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A File 028-15145

13F-HR/A filing

Filing date
10 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
19 Oct 2021
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
15 Jul 2021
Reporting date
30 Jun 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
14 Apr 2021
Reporting date
31 Mar 2021
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
29 Jan 2021
Reporting date
31 Dec 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
14 Oct 2020
Reporting date
30 Sep 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
24 Jul 2020
Reporting date
30 Jun 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
04 May 2020
Reporting date
31 Mar 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
27 Jan 2020
Reporting date
31 Dec 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
16 Oct 2019
Reporting date
30 Sep 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
24 Jul 2019
Reporting date
30 Jun 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
06 May 2019
Reporting date
31 Mar 2019
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
07 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
29 Oct 2018
Reporting date
30 Sep 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
26 Jul 2018
Reporting date
30 Jun 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
01 May 2018
Reporting date
31 Mar 2018
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
02 Feb 2018
Reporting date
31 Dec 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
19 Oct 2017
Reporting date
30 Sep 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
31 Jul 2017
Reporting date
30 Jun 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
03 May 2017
Reporting date
31 Mar 2017
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
01 Feb 2017
Reporting date
31 Dec 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
25 Oct 2016
Reporting date
30 Sep 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
02 Aug 2016
Reporting date
30 Jun 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
04 May 2016
Reporting date
31 Mar 2016
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
26 Jan 2016
Reporting date
31 Dec 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
23 Oct 2015
Reporting date
30 Sep 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
30 Jul 2015
Reporting date
30 Jun 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
30 Apr 2015
Reporting date
31 Mar 2015
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
30 Jan 2015
Reporting date
31 Dec 2014
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
13 Nov 2014
Reporting date
30 Sep 2014
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
11 Aug 2014
Reporting date
30 Jun 2014
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
30 Apr 2014
Reporting date
31 Mar 2014
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
16 Jan 2014
Reporting date
31 Dec 2013
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
04 Nov 2013
Reporting date
30 Sep 2013
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

13F-HR filing

Filing date
24 Jul 2013
Reporting date
30 Jun 2013
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

PLANNING ALTERNATIVES LTD. FORM 13F-HR

Filing date
26 Apr 2013
Reporting date
31 Mar 2013
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-15145

PLANNING ALTERNATIVES LTD FORM 13F-HR

Filing date
08 Feb 2013
Reporting date
31 Dec 2012
SEC evidence
Open document Open filing
Next action
Verify source filing

About this filer

PLANNING ALTERNATIVES LTD /ADV files with the SEC under CIK 0000712011. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .