Quick Takeaways
- Planning Capital Management Corp reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q3 2024.
- Latest reported holdings value: $150,905,072.
- Info
- Portfolio
13F Filings History of Planning Capital Management Corp
- Latest 13F report
- Q3 2024 - 06 Nov 2024
- Value $
- $150,905,072
- Signature - Title
- Daniel Brady - Partner
- Location
- Paoli, PA
- Summary
- This page shows a list of all the recent 13F filings made by Planning Capital Management Corp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Planning Capital Management Corp reported 780 stock holdings with total value $150,905,072 as of Q3 2024. Top holdings included SPYG, AAPL, LMT, WMT, and JNJ.
Follow Filing Activity
Follow Planning Capital Management Corp and return when a new 13F portfolio filing appears.
This tracks SEC filing changes for this page using existing product update flows.
Holdings Value
What Changed
- Most recent filing was accepted on 06 Nov 2024, 11:44.
- Reported value moved from $141,633,199 to $150,905,072.
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.
Official SEC Source
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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 780 | $150,905,072 | +$16,681,659 | -$20,017,222 | -$3,335,563 | SPYG, AAPL, LMT, WMT, JNJ | 13F-HR | 06 Nov 2024, 11:44 |
| Q2 2024 | 721 | $141,633,199 | +$9,509,987 | -$6,135,693 | +$3,374,294 | SPYG, LMT, WMT, MRK, AAPL | 13F-HR | 12 Aug 2024, 14:07 |
| Q1 2024 | 652 | $136,912,508 | +$12,325,548 | -$7,948,844 | +$4,376,704 | SPYG, MRK, LMT, JNJ, WMT | 13F-HR | 26 Apr 2024, 10:37 |
| Q4 2023 | 651 | $127,931,871 | $0 | $0 | $0 | SPYG, AAPL, LMT, MRK, JNJ | 13F-HR | 14 Feb 2024, 15:17 |