Planned Solutions, Inc.

Business address
1130 Iron Point Road, Suite 170, Folsom, CA, 95630
Top securities (13F)
MOAT, FNDX, ITOT, JPIE, GARP, IVW, QQQ, IEFA, HELO, JVAL, MINT, AVUV, IVVB, VBIL, AAPL, BIV, NVDA, ESTC, RSST, and SCHB
State of incorporation
CA
Fiscal year end
31 December
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Planned Solutions, Inc. has filed 22 SEC EDGAR filings since 06 Nov 2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 23 Oct 2025 30 Sep 2025 028-20362
N-PX Open Document Open Filing 29 Jul 2025 30 Jun 2025 028-20362
13F-HR Open Document Open Filing 29 Jul 2025 30 Jun 2025 028-20362
13F-HR Open Document Open Filing 09 Apr 2025 31 Mar 2025 028-20362
13F-HR Open Document Open Filing 17 Jan 2025 31 Dec 2024 028-20362
13F-HR Open Document Open Filing 09 Oct 2024 30 Sep 2024 028-20362
13F-HR Open Document Open Filing 24 Jul 2024 30 Jun 2024 028-20362
N-PX Open Document Open Filing 24 Jul 2024 24 Jul 2024 028-20362
13F-HR Open Document Open Filing 26 Apr 2024 31 Mar 2024 028-20362
13F-HR Open Document Open Filing 07 Feb 2024 30 Sep 2023 028-20362
13F-HR Open Document Open Filing 18 Jan 2024 31 Dec 2023 028-20362
13F-HR Open Document Open Filing 11 Jul 2023 30 Jun 2023 028-20362
13F-HR Open Document Open Filing 12 Apr 2023 31 Mar 2023 028-20362
13F-HR Open Document Open Filing 25 Jan 2023 31 Dec 2022 028-20362
13F-HR Open Document Open Filing 20 Oct 2022 30 Sep 2022 028-20362
13F-HR Open Document Open Filing 14 Jul 2022 30 Jun 2022 028-20362
13F-HR Open Document Open Filing 08 Apr 2022 31 Mar 2022 028-20362
13F-HR Open Document Open Filing 03 Feb 2022 31 Dec 2021 028-20362
13F-HR Open Document Open Filing 21 Jul 2021 30 Jun 2021 028-20362
13F-HR Open Document Open Filing 29 Apr 2021 31 Mar 2021 028-20362
13F-HR Open Document Open Filing 29 Jan 2021 31 Dec 2020 028-20362
13F-HR Open Document Open Filing 06 Nov 2020 30 Sep 2020 028-20362