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Planned Solutions, Inc.

SEC CIK
0001831332
Latest filing
Jul 13, 2026

SMAR holding history

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

SMAR overviewAll 13F holders of SMARFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2023
Holdings of SMAR by Planned Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−500−100.0%Sold outHolders
Q4 2023500$23.9K<0.1%+500NewHolders