Position in KEYS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,500
New position
Shares Held
10
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,199
of 1,242 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Planning Strategies Inc. holds $36,564 across 8 Scientific & Technical Instruments names. KEYS ranks #3 (9.6% of the industry book) .
All Filings in KEYS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,500 | 10 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||