S.E.E.D. Planning Group LLC

All 13F Filings

Location
Binghamton, NY
Most recent 13F
Q2 2026
Holdings value ($000)
378,924
Description
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
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 326.3 K 86.1% 13.42 K 0 13.42 K
ETFs 51.26 K 13.5% 19.79 K 0 19.79 K
Debt 1.356 K 0.4% 1.356 K 0 1.356 K
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Fund Snapshot

Q2 2026
Latest filed
8/4/2026
Total value ($000)
378,924
Holdings
88
QoQ value change ($000)
34,576 (10.0%)
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.