Superior Planning, LLC’s DoubleVerify DV Stock Holding History

Superior Planning, LLC’s Portfolio DV Stock Details DV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$782	Buy	+58	New	+$729	﹤0.01%	1807

Other funds holding DV

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's DV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in DoubleVerify (DV) in Q3 2026: 58 shares worth $782. The stake represents ﹤0.01% of the portfolio and ranks #1807 among its holdings.

183 funds tracked by Wall St. Rank hold DV as of Q3 2026.

Superior Planning, LLC held 58 shares of DoubleVerify worth $782 as of Q3 2026.
DoubleVerify was a new Superior Planning, LLC position in Q3 2026.
DoubleVerify made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1807 holding.
183 funds tracked by Wall St. Rank held DoubleVerify as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.