S.E.E.D. Planning Group LLC
All 13F Filings
- Location
- Binghamton, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 408,316
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/7/2026 | 98 | 408,316 | 13F-HR | S.E.E.D. Planning Group LLC |
| Q2 2026 | 8/4/2026 | 88 | 378,924 | 13F-HR | S.E.E.D. Planning Group LLC |
| Q1 2026 | 4/23/2026 | 89 | 344,348 | 13F-HR | S.E.E.D. Planning Group LLC |
| Q4 2025 | 1/9/2026 | 86 | 350,877 | 13F-HR | S.E.E.D. Planning Group LLC |
| Q3 2025 | 10/14/2025 | 85 | 343,129 | 13F-HR | S.E.E.D. Planning Group LLC |
| Q2 2025 | 7/8/2025 | 71 | 318,974 | 13F-HR | S.E.E.D. Planning Group LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 351.2 K | 86.0% | 24.87 K | 0 | 24.87 K |
| ETFs | 55.87 K | 13.7% | 4.61 K | 0 | 4.61 K |
| Debt | 1.277 K | 0.3% | 0 | 79 | -79 |
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Fund Snapshot
Q3 2026
Latest filed
10/7/2026
Total value ($000)
408,316
Holdings
98
QoQ value change ($000)
29,392
(7.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.