Planning Center, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$812M
Signature - Title
Eric Kies - CEO, President, and Chief Compliance Officer
Location
Moline, IL
Summary
This page shows a list of all the recent 13F filings made by Planning Center, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Planning Center, Inc. reported 73 stock holdings with total value $812M as of Q3 2024. Top holdings included DUSB, DFSD, DFAX, DFAC, and DFGX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 73 $812M +$12.9M -$2.85M +$10M DUSB, DFSD, DFAX, DFAC, DFGX 13F-HR 11/12/2024, 10:04 AM
Q2 2024 65 $765M +$310M -$769K +$309M DUSB, DFSD, DFAX, DFAC, DFGX 13F-HR 8/8/2024, 01:21 PM
Q1 2024 58 $459M +$10.1M -$8.29M +$1.84M DFAX, DFAC, DUHP, DIHP, DFIV 13F-HR 4/22/2024, 06:04 PM
Q4 2023 59 $431M +$13M -$5.37M +$7.64M DFAX, DFAC, DUHP, DIHP, DFIV 13F-HR 1/22/2024, 07:35 PM
Q3 2023 63 $385M +$8.61M -$4.47M +$4.14M DFAX, DFAC, DUHP, DIHP, DFIV 13F-HR 10/25/2023, 05:42 PM
Q2 2023 70 $394M +$25.9M -$4.22M +$21.7M DFAX, DFAC, DUHP, DIHP, DFIV 13F-HR 7/20/2023, 01:36 PM
Q1 2023 65 $364M +$28.1M -$14.5M +$13.6M DFAX, DFAC, DUHP, DIHP, DFIV 13F-HR 4/17/2023, 04:33 PM
Q4 2022 70 $329M +$191M -$1.67M +$189M DFAX, DFAC, DFIV, DFUV, DUHP 13F-HR 1/27/2023, 09:26 PM
Q3 2022 46 $126M +$6.61M -$1.49M +$5.12M DFAX, DFAC, DFUV, DFIV, DFAS 13F-HR 10/18/2022, 05:32 PM
Q2 2022 48 $127M +$101M -$1.73M +$99.2M DFAX, DFAC, DFUV, DFIV, DFAS 13F-HR 7/11/2022, 03:45 PM
Q1 2022 46 $34.8M +$728K -$91.5M -$90.8M DE, AAPL, BRKB, VIG, AMZN 13F-HR 4/15/2022, 05:25 PM
Q4 2021 52 $125M $0 $0 DFAX, DFAC, DFIV, DFAT, DFAS 13F-HR 2/14/2022, 06:18 PM