13F Filings History of Planning Professional
- Latest 13F filing
- Q3 2021 - 15 Nov 2021
- Latest reported 13F value
- $209,397,000
- Largest 13F holdings
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AAPL AMZN MSFT QQQ V MA TSLA COST GOOGL NVDA HD DIS
+8 more
META MRNA FCOR GOOG SPY STIP SBUX JPM - Form 13F summary
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- Planning Professional Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Planning Professional reported 124 equity holdings with a total reported market value of $209,397,000 for Q3 2021. Top reported holdings included AAPL, AMZN, MSFT, QQQ, and V.
- Manager signature
- Dan Stridsberg - Managing Partner
- Manager location
- Thousand Oaks, CA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q3 2021
Latest value
$209,397,000
Quarter delta
-$8,383,000
Accepted
15 Nov 2021, 14:38
Rows shown
1-16 of 16
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2021 | 124 | $209,397,000 | +$9,915,139 | -$15,550,287 | -$5,635,148 | AAPL, AMZN, MSFT, QQQ, V | 13F-HR | 15 Nov 2021, 14:38 |
| Q2 2021 | 130 | $217,780,000 | +$11,488,562 | -$15,727,446 | -$4,238,884 | AAPL, AMZN, MSFT, QQQ, V | 13F-HR | 13 Aug 2021, 18:19 |
| Q1 2021 | 120 | $204,762,000 | +$8,792,563 | -$51,080,938 | -$42,288,375 | AAPL, AMZN, MSFT, QQQ, MA | 13F-HR | 14 May 2021, 17:15 |
| Q4 2020 | 130 | $247,528,000 | +$103,627,486 | -$771,942 | +$102,855,544 | AAPL, AMZN, MSFT, BIV, V | 13F-HR | 17 Feb 2021, 21:15 |
| Q3 2020 | 35 | $131,246,000 | +$27,468,789 | -$80,873,334 | -$53,404,545 | AAPL, MSFT, BIV, MA, V | 13F-HR | 14 Oct 2020, 13:34 |
| Q2 2020 | 115 | $187,589,000 | +$86,909,602 | -$8,084,650 | +$78,824,952 | AMZN, AAPL, MSFT, V, MA | 13F-HR | 16 Jul 2020, 21:19 |
| Q1 2020 | 32 | $85,815,000 | +$1,384,845 | -$12,500,377 | -$11,115,532 | AAPL, MA, V, MSFT, QQQ | 13F-HR | 20 Apr 2020, 12:20 |
| Q4 2019 | 39 | $115,457,000 | +$14,492,457 | -$1,866,960 | +$12,625,497 | AAPL, MA, V, PFSI, MSFT | 13F-HR | 14 Jan 2020, 16:36 |
| Q3 2019 | 30 | $94,096,000 | +$6,907,925 | -$2,231,690 | +$4,676,235 | AAPL, MA, V, PFSI, QQQ | 13F-HR | 17 Oct 2019, 14:28 |
| Q2 2019 | 27 | $84,744,000 | +$4,285,090 | -$5,884,837 | -$1,599,747 | V, MA, AAPL, QQQ, BA | 13F-HR | 23 Jul 2019, 14:39 |
| Q1 2019 | 30 | $80,907,000 | +$8,508,022 | -$6,155,155 | +$2,352,867 | AAPL, V, MA, BA, QQQ | 13F-HR | 08 May 2019, 15:35 |
| Q4 2018 | 30 | $68,673,000 | +$13,475,683 | -$5,419,087 | +$8,056,596 | V, AAPL, QQQ, MA, BA | 13F-HR | 25 Jan 2019, 20:19 |
| Q3 2018 | 29 | $71,429,000 | +$5,095,150 | -$2,945,216 | +$2,149,934 | AAPL, V, QQQ, MA, BA | 13F-HR | 18 Oct 2018, 18:39 |
| Q2 2018 | 29 | $63,343,000 | +$12,933,284 | -$11,015,416 | +$1,917,868 | V, QQQ, AAPL, BA, MA | 13F-HR | 18 Jul 2018, 17:55 |
| Q1 2018 | 28 | $58,532,000 | +$4,291,281 | -$1,396,678 | +$2,894,603 | QQQ, V, AAPL, BA, MA | 13F-HR | 20 Jun 2018, 16:09 |
| Q4 2017 | 26 | $54,710,000 | $0 | $0 | $0 | QQQ, META, V, AAPL, BA | 13F-HR | 18 Jun 2018, 16:40 |