Filer · Institutional
PLANNING ALTERNATIVES LTD/ADV
CIK 0000712011TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001765380-26-000187 · filed 2026-05-07
111
positions
Q4 202513F-HR
0001765380-26-000076 · filed 2026-02-06
98
positions
Q3 202513F-HR
0001765380-25-000485 · filed 2025-11-12
88
positions
Q2 202513F-HR
0001765380-25-000361 · filed 2025-08-12
80
positions
Q1 202513F-HR
0001765380-25-000209 · filed 2025-05-09
76
positions
Q4 202413F-HR
0001765380-25-000055 · filed 2025-02-06
61
positions
Q3 202413F-HR
0001765380-24-000418 · filed 2024-11-12
58
positions
Q2 202413F-HR
0000905729-24-000113 · filed 2024-07-25
58
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.