Holistic Planning, LLC
- SEC CIK
- 0002005353
- Latest filing
- Aug 10, 2026
SYY holding history
Sysco 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.
SYY overviewAll 13F holders of SYYFull Q2 2026 holdings
- Shares (Q2 2026)
- 2,872
- Value
- $240.1K
- % of portfolio
- <0.1%
- Quarters held
- 3
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,872 | $240.1K | <0.1% | +2,872 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −2,610−100.0% | Sold out | Holders |
| Q3 2025 | 2,610 | $214.9K | 0.1% | +2,610 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −2,631−100.0% | Sold out | Holders |
| Q4 2024 | 2,631 | $201.2K | 0.1% | +2,631 | New | Holders |