Position in SGI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,176
New position
Shares Held
15
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#503
of 532 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026Planning Strategies Inc. holds $3,137 across 3 Furnishings, Fixtures & Appliances names. SGI ranks #2 (37.5% of the industry book) .
All Filings in SGI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,176 | 15 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||