Planning Strategies Inc. CVNA — CARVANA CO CL A

Ownership history in Planning Strategies Inc.  ·  2 quarters on record

AI Ownership Summary

Planning Strategies Inc. reported CARVANA CO CL A (CVNA) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. The latest visible filing shows CVNA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CVNA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Planning Strategies Inc.'s position in CARVANA CO CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

CVNA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Planning Strategies Inc. held CVNA — position size vs. price
% of Fund (quarterly)    CVNA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 40 +10 +33.3% 0.00% $3K 2026-10-02 $63.77
2026 Q2 INITIATED — — — 30 — — 0.00% $2 2026-07-27 $64.04

🏢 Other funds also holding CVNA

As of 2026 Q3 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.01% GoalVest Advisory LLC 3Y 0.01% Noble Wealth Management PBC 0.0%

FAQ About Planning Strategies Inc. and CVNA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Planning Strategies Inc. reported owning CVNA?

Planning Strategies Inc. reported CVNA across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported CVNA position in Planning Strategies Inc.'s portfolio?

The largest reported portfolio weight for CVNA was 0.00% in 2026 Q3.

What is the latest reported CVNA position on this page?

The most recent filing on this page is 2026 Q3, when Planning Strategies Inc. reported 40 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this CVNA ownership page compare?

The chart compares Planning Strategies Inc.'s quarterly CVNA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Planning Strategies Inc. Holdings