Planning Strategies Inc. LII — LENNOX INTL INC COM

Ownership history in Planning Strategies Inc.  ·  1 quarter on record

AI Ownership Summary

Planning Strategies Inc. reported LENNOX INTL INC COM (LII) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. The latest visible filing shows LII at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LII ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Planning Strategies Inc.'s position in LENNOX INTL INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

LII was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Planning Strategies Inc. held LII — position size vs. price
% of Fund (quarterly)    LII price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 1 — — 0.00% $355 2026-10-02 $356.30

🏢 Other funds also holding LII

As of 2026 Q3 — sorted by position size

BURKETT FINANCIAL SERVICES, LLC 0.01% Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About Planning Strategies Inc. and LII

These are the practical questions this page is built to answer before you even open the full history table.

How long has Planning Strategies Inc. reported owning LII?

Planning Strategies Inc. reported LII across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported LII position in Planning Strategies Inc.'s portfolio?

The largest reported portfolio weight for LII was 0.00% in 2026 Q3.

What is the latest reported LII position on this page?

The most recent filing on this page is 2026 Q3, when Planning Strategies Inc. reported 1 shares, equal to 0.00% of portfolio, with an estimated market value of $355.

What does the chart on this LII ownership page compare?

The chart compares Planning Strategies Inc.'s quarterly LII portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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