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Holistic Planning, LLC

SEC CIK
0002005353
Latest filing
Aug 10, 2026

SFM holding history

Sprouts Farmers Market, 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.

SFM overviewAll 13F holders of SFMFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q4 2024
Holdings of SFM by Holistic Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−1,676−100.0%Sold outHolders
Q2 20251,676$275.9K0.1%00.0%UnchangedHolders
Q1 20251,676$255.8K0.1%00.0%UnchangedHolders
Q4 20241,676$213.0K0.1%+1,676NewHolders