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Planning Strategies Inc.

Position in NTRA — Natera, Inc.

CIK 2139665 LANCASTER, PA

Position in NTRA

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$1,628
New position
Shares Held
6
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#813
of 844 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Diagnostics & Research

Healthcare · as of Jun 30, 2026

Planning Strategies Inc. holds $57,076 across 14 Diagnostics & Research names. NTRA ranks #9 (2.9% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in NTRA

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $1,628 6