Plan A Wealth LLC

Position in NICE — NICE Ltd.

CIK 2093645 LINCOLN, NE

Position in NICE

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$208,864

-$13,089 QoQ

Shares Held

2,299

+14.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#211

of 322 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Plan A Wealth LLC holds $1,693,172 across 4 Software - Application names. NICE ranks #4 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROP	Roper Technologies Inc	1,980	$670,012
2	DDOG	Datadog, Inc.	1,696	$441,570
3	ADBE	Adobe Inc.	1,818	$372,726
4	NICE	NICE Ltd. This page	2,299	$208,864

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$208,864	2,299	+14.2%	Shares	Sole	2026-07-14
2026-03-31	$221,953	2,013	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.