Holistic Planning, LLC
- SEC CIK
- 0002005353
- Latest filing
- Aug 10, 2026
CMA holding history
Comerica 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.
CMA overviewAll 13F holders of CMAFull Q2 2026 holdings
- Shares (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 1
- Since Q3 2025