Partners in Financial Planning
Holdings in NKSH
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $718,581 | 21,431 | Shares | Sole | 2026-02-02 |
| 2025-09-30 | $630,928 | 21,431 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $435,499 | 16,011 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $388,265 | 14,580 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $418,591 | 14,580 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $435,942 | 14,580 | Shares | Sole | 2025-02-26 |
| 2024-06-30 | $405,874 | 14,352 | Shares | Sole | 2025-02-26 |
| 2024-03-31 | $497,207 | 14,882 | Shares | Sole | 2025-02-26 |
| 2023-12-31 | $481,432 | 14,882 | Shares | Sole | 2025-02-26 |
| 2023-09-30 | $372,645 | 14,882 | Shares | Sole | 2025-03-04 |
| 2023-06-30 | $434,405 | 14,882 | Shares | Sole | 2025-02-26 |
| 2023-03-31 | $427,289 | 13,582 | Shares | Sole | 2025-02-26 |
| 2022-12-31 | $529,219 | 13,132 | Shares | Sole | 2025-05-05 |
| 2022-09-30 | $436,314 | 12,924 | Shares | Sole | 2025-05-05 |
| 2022-06-30 | $405,813 | 12,924 | Shares | Sole | 2025-05-05 |
| 2022-03-31 | $472,588 | 12,704 | Shares | Sole | 2025-05-05 |
| 2021-12-31 | $455,311 | 12,704 | Shares | Sole | 2025-05-05 |
| 2021-09-30 | $428,131 | 11,791 | Shares | Sole | 2025-05-05 |
| 2021-06-30 | $412,802 | 11,791 | Shares | Sole | 2025-05-05 |