Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0002139665-26-000002
Filing Date
2026-10-02
Accepted
2026-10-02 10:49:00
Documents
2
Period of Report
2026-09-30
Effectiveness Date
2026-10-02

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1962
2 PSI0930202613f.html INFORMATION TABLE  
2 PSI0930202613f.xml INFORMATION TABLE 571969
  Complete submission text file 0002139665-26-000002.txt   575104
Mailing Address 147 N SHIPPEN ST LANCASTER PA 17602
Business Address 147 N SHIPPEN ST LANCASTER PA 17602 7172077123
Planning Strategies Inc. (Filer) CIK: 0002139665 (see all company filings)

EIN.: 232750087 | State of Incorp.: PA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-27062 | Film No.: 261434047