Planning Center, Inc.

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Moline, IL
CIK
0001910966
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 65 363,923 13F-HR 4/17/2023 000191096623000003 Planning Center, Inc.
Q4 2022 70 328,718 13F-HR 1/30/2023 000191096623000002 Planning Center, Inc.
Q3 2022 46 126,191 13F-HR 10/18/2022 000191096622000004 Planning Center, Inc.
Q2 2022 48 126,898 13F-HR 7/11/2022 000191096622000003 Planning Center, Inc.
Q1 2022 46 34,799 13F-HR 4/15/2022 000191096622000002 Planning Center, Inc.
Q4 2021 52 125,392 13F-HR 2/14/2022 000191096622000001 Planning Center, Inc.