Position in LII
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$267,567
New position
Shares Held
467
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#467
of 650 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Plan A Wealth LLC holds $267,567 across 1 Building Products & Equipment name. LII ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LII |
Lennox International Inc
This page
|
467 | $267,567 |
All Filings in LII
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,567 | 467 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||