Skip to main content

Holistic Planning, LLC

SEC CIK
0002005353
Latest filing
Aug 10, 2026

NAK holding history

Northern Dynasty Minerals Ltd 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.

NAK overviewAll 13F holders of NAKFull Q2 2026 holdings

Shares (Q2 2026)
11,000
Value
$21.1K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of NAK by Holistic Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,000$21.1K<0.1%00.0%UnchangedHolders
Q1 202611,000$15.4K<0.1%00.0%UnchangedHolders
Q4 202511,000$21.7K<0.1%00.0%UnchangedHolders
Q3 202511,000$13.2K<0.1%00.0%UnchangedHolders
Q2 202511,000$14.7K<0.1%00.0%UnchangedHolders
Q1 202511,000$12.7K<0.1%00.0%UnchangedHolders
Q4 202411,000$6.40K<0.1%00.0%UnchangedHolders
Q3 202411,000$3.65K<0.1%00.0%UnchangedHolders
Q2 202411,000$3.50K<0.1%00.0%UnchangedHolders
Q1 202411,000$3.50K<0.1%00.0%UnchangedHolders
Q4 202311,000$3.56K<0.1%–No prior filingHolders