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Livermore
Livermore
ZHEN

Planning Alternatives Ltd

SEC CIK
0000712011
Latest filing
Aug 12, 2026

MORN holding history

Morningstar, Inc. in every 13F filed by Planning Alternatives Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MORN overviewAll 13F holders of MORNFull Q2 2026 holdings

Shares (Q2 2026)
2,138
Value
$333.6K
% of portfolio
<0.1%
Quarters held
17
Since Q2 2022
Holdings of MORN by Planning Alternatives Ltd, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,138$333.6K<0.1%−59−2.7%ReducedHolders
Q1 20262,197$371.4K<0.1%−161−6.8%ReducedHolders
Q4 20252,358$512.4K0.1%−34−1.4%ReducedHolders
Q3 20252,392$555.0K0.1%00.0%UnchangedHolders
Q2 20252,392$750.9K0.1%−15−0.6%ReducedHolders
Q1 20252,407$721.8K0.1%+153+6.8%AddedHolders
Q4 20242,254$759.1K0.1%00.0%UnchangedHolders
Q3 20242,254$719.3K0.1%+49+2.2%AddedHolders
Q2 20242,205$652.4K0.1%00.0%UnchangedHolders
Q1 20242,205$680.0K0.1%00.0%UnchangedHolders
Q4 20232,205$631.2K0.1%00.0%UnchangedHolders
Q3 20232,205$516.5K0.1%00.0%UnchangedHolders
Q2 20232,205$432.3K0.1%−65−2.9%ReducedHolders
Q1 20232,270$460.9K0.1%00.0%UnchangedHolders
Q4 20222,270$491.7K0.1%00.0%UnchangedHolders
Q3 20222,270$482.0K0.1%00.0%UnchangedHolders
Q2 20222,270$549.0K0.1%+2,270NewHolders