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Holistic Planning, LLC

SEC CIK
0002005353
Latest filing
Aug 10, 2026

PH holding history

Parker-Hannifin Corp 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.

PH overviewAll 13F holders of PHFull Q2 2026 holdings

Shares (Q2 2026)
270
Value
$264.1K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of PH by Holistic Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026270$264.1K<0.1%+270NewHolders