Holistic Planning, LLC
- SEC CIK
- 0002005353
- Latest filing
- Aug 10, 2026
NOW holding history
ServiceNow, 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.
NOW overviewAll 13F holders of NOWFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −1,695−100.0% | Sold out | Holders |
| Q4 2025 | 1,695 | $259.7K | 0.1% | +105+6.6% | AddedConverted for a 5-for-1 split | Holders |
| Q3 2025 | 318 | $292.6K | 0.1% | +1+0.3% | Added | Holders |
| Q2 2025 | 317 | $325.9K | 0.1% | +10+3.3% | Added | Holders |
| Q1 2025 | 307 | $244.4K | 0.1% | −1−0.3% | Reduced | Holders |
| Q4 2024 | 308 | $326.5K | 0.1% | −11−3.4% | Reduced | Holders |
| Q3 2024 | 319 | $285.3K | 0.1% | +319 | New | Holders |