Holistic Planning, LLC

SEC CIK: 0002005353
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

XFOR holding history

X4 Pharmaceuticals, 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.

XFOR overview All 13F holders of XFOR Full Q2 2026 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of XFOR by Holistic Planning, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−13,800−100.0%	Sold out	Holders
Q2 2024	13,800	$19.2K	<0.1%	00.0%	Unchanged	Holders
Q1 2024	13,800	$19.2K	<0.1%	+13,800	New	Holders