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Holistic Planning, LLC

SEC CIK
0002005353
Latest filing
Aug 10, 2026

XPL holding history

Solitario Resources 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.

XPL overviewAll 13F holders of XPLFull Q2 2026 holdings

Shares (Q2 2026)
10,000
Value
$7.52K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of XPL by Holistic Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,000$7.52K<0.1%00.0%UnchangedHolders
Q1 202610,000$8.20K<0.1%+10,000NewHolders