Ownership history in Planned Solutions, Inc. · 8 quarters on record
This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in ELASTIC N V ORD SHS (ESTC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 44,870 | — | 0% | 1.09% | $3.4M | $75.44 |
| 2025 Q3 | UNCHANGED | 44,870 | — | 0% | 1.30% | $3.8M | $84.49 |
| 2025 Q2 | UNCHANGED | 44,870 | — | 0% | 1.44% | $3.8M | $84.33 |
| 2025 Q1 | REDUCED | 44,870 | -8,795 | -16.4% | 1.62% | $4.0M | $89.10 |
| 2024 Q4 | REDUCED | 53,665 | -1,075 | -2.0% | 2.15% | $5.3M | $99.08 |
| 2024 Q3 | UNCHANGED | 54,740 | — | 0% | 1.69% | $4.2M | $76.76 |
| 2024 Q2 | UNCHANGED | 54,740 | — | 0% | 3.02% | $6.2M | $113.91 |
| 2024 Q1 | INITIATED | 54,740 | — | — | 2.69% | $5.5M | — |
As of 2025 Q4 — sorted by position size