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Holistic Planning, LLC

SEC CIK
0002005353
Latest filing
Aug 10, 2026

AMD holding history

Advanced Micro Devices Inc in every 13F filed by Holistic Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMD overviewAll 13F holders of AMDFull Q2 2026 holdings

Shares (Q2 2026)
2,395
Value
$1.39M
% of portfolio
0.2%
Quarters held
5
Since Q2 2025
Holdings of AMD by Holistic Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,395$1.39M0.2%−276−10.3%ReducedHolders
Q1 20262,671$543.4K0.1%+535+25.0%AddedHolders
Q4 20252,136$457.4K0.1%−32−1.5%ReducedHolders
Q3 20252,168$350.8K0.1%+84+4.0%AddedHolders
Q2 20252,084$295.7K0.1%+2,084NewHolders