Position in BCS
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$264,500
-$53,625 QoQ
Shares Held
12,500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Derivatives in BCS
reported options exposure · as of Dec 31, 2023CallValue
$10
CallShares
100,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026S.E.E.D. Planning Group LLC holds $3,249,404 across 1 Banks - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,927 | $3,249,404 |
All Filings in BCS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $264,500 | 12,500 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $318,125 | 12,500 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $258,375 | 12,500 | Shares | Sole | 2025-10-14 | |
| 2023-12-31 | $10 | 100,000 | Call | Sole | 2024-01-26 | |
| 2023-12-31 | $236,400 | 30,000 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,000 | 100,000 | Call | Sole | 2023-10-17 | |
| 2023-09-30 | $235,647 | 30,250 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $237,765 | 30,250 | Shares | Sole | 2023-07-18 | |
| 2023-06-30 | $7,500 | 100,000 | Call | Sole | 2023-07-18 | |
| 2023-03-31 | $215,700 | 30,000 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $234,000 | 30,000 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $192,000 | 30,000 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $228,000 | 30,000 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $237,000 | 30,000 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $300,150 | 29,000 | Shares | Sole | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||