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Manager record

Planning Project LLC

CIK 2052480 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$501.36MReported 13F valueQ2 2026 · as filed
26Holdings listed
+26.0%vs prior quartervalue change includes market moves
2Quarters on record
Sep 01Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $398.0M$398.0MQ4 2025144 holdingsQ2 2026: $501.4M$501.4MQ2 202626 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Sep 01 2026 13F-HR · period Q2 2026

$501.36M · 26 holdings listed · View original SEC filing ↗
Feb 12 2026 13F-HR · period Q4 2025

$398.00M · 144 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Sep 01, 2026 · Change methodology