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Holistic Planning, LLC

SEC CIK
0002005353
Latest filing
Aug 10, 2026

TER holding history

Teradyne, 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.

TER overviewAll 13F holders of TERFull Q2 2026 holdings

Shares (Q2 2026)
430
Value
$207.8K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of TER by Holistic Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026430$207.8K<0.1%+430NewHolders