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Holistic Planning, LLC

SEC CIK
0002005353
Latest filing
Aug 10, 2026

ETN holding history

Eaton Corp plc 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.

ETN overviewAll 13F holders of ETNFull Q2 2026 holdings

Shares (Q2 2026)
546
Value
$232.6K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of ETN by Holistic Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026546$232.6K<0.1%+546NewHolders