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Livermore
Livermore
ZHEN

S.E.E.D. Planning Group LLC

SEC CIK
0001765515
Latest filing
Aug 4, 2026

WTW holding history

Willis Towers Watson PLC in every 13F filed by S.E.E.D. Planning Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WTW overviewAll 13F holders of WTWFull Q2 2026 holdings

Shares (Q2 2026)
2,324
Value
$607.4K
% of portfolio
0.2%
Quarters held
14
Since Q1 2023
Holdings of WTW by S.E.E.D. Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,324$607.4K0.2%00.0%UnchangedHolders
Q1 20262,324$675.6K0.2%−10−0.4%ReducedHolders
Q4 20252,334$767.0K0.2%00.0%UnchangedHolders
Q3 20252,334$806.3K0.2%−33−1.4%ReducedHolders
Q2 20252,367$725.5K0.2%−32−1.3%ReducedHolders
Q1 20252,399$810.7K0.3%−64−2.6%ReducedHolders
Q4 20242,463$771.5K0.3%00.0%UnchangedHolders
Q3 20242,463$725.4K0.2%−36−1.4%ReducedHolders
Q2 20242,499$655.1K0.2%00.0%UnchangedHolders
Q1 20242,499$687.2K0.3%−124−4.7%ReducedHolders
Q4 20232,623$632.7K0.3%00.0%UnchangedHolders
Q3 20232,623$548.1K0.2%00.0%UnchangedHolders
Q2 20232,623$617.7K0.2%00.0%UnchangedHolders
Q1 20232,623$609.5K0.2%+2,623NewHolders