Holistic Planning, LLC
- SEC CIK
- 0002005353
- Latest filing
- Aug 10, 2026
MMM holding history
3M Co 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.
MMM overviewAll 13F holders of MMMFull Q2 2026 holdings
- Shares (Q2 2026)
- 1,668
- Value
- $270.1K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,668 | $270.1K | <0.1% | +138+9.0% | Added | Holders |
| Q1 2026 | 1,530 | $222.2K | <0.1% | +12+0.8% | Added | Holders |
| Q4 2025 | 1,518 | $243.0K | 0.1% | +17+1.1% | Added | Holders |
| Q3 2025 | 1,501 | $232.9K | 0.1% | +100+7.1% | Added | Holders |
| Q2 2025 | 1,401 | $213.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 1,401 | $205.8K | 0.1% | +1,401 | New | Holders |