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ACTION POINT FINANCIAL PLANNING, LLC

Position in SHLS — Shoals Technologies Group, Inc.

CIK 2116119 GRAND RAPIDS, MI

Position in SHLS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$2,603
New position
Shares Held
263
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#236
of 269 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Solar

Technology · as of Jun 30, 2026

ACTION POINT FINANCIAL PLANNING, LLC holds $72,072 across 5 Solar names. SHLS ranks #4 (3.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 SHLS
Shoals Technologies Group, Inc.
This page
263 $2,603

All Filings in SHLS

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $2,603 263