13F Filings History of S.E.E.D. Planning Group LLC

Latest 13F report
Q1 2026 - 23 Apr 2026
Value $
$344,348,192
Signature - Title
Todd Wilcox - Chief Compliance Officer
Location
Binghamton, NY
Summary
This page shows a list of all the recent 13F filings made by S.E.E.D. Planning Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. S.E.E.D. Planning Group LLC reported 89 stock holdings with total value $344,348,192 as of Q1 2026. Top holdings included AMZN, AAPL, GOOGL, NEE, and LIN.

Follow Filing Activity

Follow S.E.E.D. Planning Group LLC and return when a new 13F portfolio filing changes the record on this page.

This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean.

Holdings Value

Quick Takeaways

  • S.E.E.D. Planning Group LLC reports institutional holdings through Form 13F filings.
  • Latest reported quarter: Q1 2026.
  • Latest reported holdings value: $344,348,192.

What Changed

  • Most recent filing was accepted on 23 Apr 2026, 10:21.
  • Reported value moved from $350,877,120 to $344,348,192.

Why This Matters

  • This gives a plain-language read of holdings direction before you open full quarter tables.
  • Use the filing links below to verify the exact SEC source document.

Source Evidence

Backed by Form 13F

Portfolio holdings and changes are grounded in SEC Form 13F filings.

See Original Filing
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2026 89 $344,348,192 +$67,219,254 -$66,565,524 +$653,730 AMZN, AAPL, GOOGL, NEE, LIN 13F-HR 23 Apr 2026, 10:21
Q4 2025 86 $350,877,120 +$11,233,348 -$9,496,147 +$1,737,201 GOOGL, AAPL, AMZN, MOAT, TMO 13F-HR 09 Jan 2026, 10:28
Q3 2025 85 $343,129,393 +$18,614,371 -$16,200,544 +$2,413,827 AAPL, AMZN, GOOGL, MOAT, MSFT 13F-HR 14 Oct 2025, 09:10
Q2 2025 71 $318,974,322 +$41,258,922 -$35,356,216 +$5,902,706 AMZN, AAPL, META, MOAT, MSFT 13F-HR 08 Jul 2025, 09:17
Q1 2025 73 $296,732,205 +$36,238,149 -$31,565,184 +$4,672,965 AAPL, AMZN, MOAT, NEE, META 13F-HR 08 Apr 2025, 09:35
Q4 2024 75 $299,609,716 +$28,503,155 -$23,586,712 +$4,916,443 AAPL, MOAT, AMZN, META, MSFT 13F-HR 14 Jan 2025, 11:22
Q3 2024 73 $301,590,481 +$22,871,692 -$19,141,777 +$3,729,915 AAPL, MOAT, AMZN, NEE, EL 13F-HR 15 Oct 2024, 11:43
Q2 2024 74 $275,056,299 +$11,069,115 -$8,899,893 +$2,169,222 AMZN, AAPL, NEE, MSFT, GOOGL 13F-HR 18 Jul 2024, 13:12
Q1 2024 75 $273,877,780 +$27,589,956 -$19,336,673 +$8,253,283 AMZN, AAPL, NEE, ECL, MSFT 13F-HR 16 Apr 2024, 10:03
Q4 2023 85 $248,126,387 +$14,081,298 -$51,273,746 -$37,192,448 AAPL, AMZN, MSFT, CBRE, ECL 13F-HR 26 Jan 2024, 11:22
Q3 2023 84 $259,305,905 +$20,962,955 -$34,329,179 -$13,366,224 AAPL, BSCO, BSCP, BSCN, BSCQ 13F-HR 17 Oct 2023, 15:10
Q2 2023 89 $284,941,724 +$14,155,578 -$3,461,090 +$10,694,488 AAPL, META, AMZN, MSFT, MOAT 13F-HR 18 Jul 2023, 15:37
Q1 2023 88 $259,115,817 +$35,182,854 -$18,361,864 +$16,820,990 AAPL, META, MOAT, AMZN, MSFT 13F-HR 13 Apr 2023, 14:03
Q4 2022 85 $230,736,720 +$20,193,846 -$14,786,430 +$5,407,416 AAPL, BSCP, BSCN, BSCO, MOAT 13F-HR 19 Jan 2023, 15:00
Q3 2022 83 $213,854,000 +$16,938,817 -$8,538,199 +$8,400,618 AAPL, BSCM, BSCN, BSCO, BSCP 13F-HR 20 Oct 2022, 15:39
Q2 2022 83 $220,819,000 +$40,323,720 -$25,021,880 +$15,301,840 AAPL, BSCM, BSCN, BSCO, BSCP 13F-HR 26 Jul 2022, 11:02
Q1 2022 91 $234,510,000 +$43,070,260 -$30,571,505 +$12,498,755 BSCM, AAPL, BSCN, BSCO, BSCP 13F-HR 26 Apr 2022, 08:39
Q4 2021 95 $230,436,000 +$12,340,182 -$5,956,110 +$6,384,072 BSCM, BSCN, BSCP, BSCO, AAPL 13F-HR 24 Jan 2022, 10:54
Q3 2021 87 $211,974,000 +$22,574,151 -$14,897,302 +$7,676,849 BSCM, BSCN, BSCP, BSCO, AAPL 13F-HR 21 Oct 2021, 13:36
Q2 2021 84 $203,129,000 +$14,307,849 -$2,532,054 +$11,775,795 BSCM, BSCN, BSCO, BSCP, AAPL 13F-HR 14 Jul 2021, 15:55
Q1 2021 74 $182,260,000 +$32,157,347 -$23,160,159 +$8,997,188 BSCN, BSCM, BSCO, BSCP, AAPL 13F-HR 21 Apr 2021, 15:48
Q4 2020 68 $166,534,000 +$28,541,635 -$8,917,996 +$19,623,639 AAPL, BSCO, BSCN, BSCM, BSCL 13F-HR 19 Jan 2021, 12:43
Q3 2020 58 $136,423,000 +$16,992,227 -$8,328,546 +$8,663,681 AAPL, BSCN, BSCM, BSCL, BSCO 13F-HR 16 Oct 2020, 11:26
Q2 2020 56 $127,924,000 +$14,825,143 -$6,081,167 +$8,743,976 AAPL, BSCN, BSCM, BSCO, BSCL Restatement 17 Jul 2020, 11:34
Q1 2020 48 $102,984,000 +$32,502,361 -$28,994,410 +$3,507,951 MOAT, AAPL, BSCL, BSCM, BSCN 13F-HR 17 Apr 2020, 13:05
Q4 2019 53 $115,053,000 $0 $0 $0 SCHX, AAPL, BSCK, BSCL, BSCN Restatement 10 Feb 2020, 15:24
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 .