Skip to main content

Holistic Planning, LLC

SEC CIK
0002005353
Latest filing
Aug 10, 2026

CAG holding history

Conagra Brands 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.

CAG overviewAll 13F holders of CAGFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2024
Holdings of CAG by Holistic Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−7,028−100.0%Sold outHolders
Q3 20247,028$228.6K0.1%+7,028NewHolders