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Disclosery

Holistic Financial Partners: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Holistic Financial Partners on AAPL, newest first. How the timeline and the estimate are built.

Holistic Financial Partners held 11,117 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,117 shares
    Change vs previous 13F -6,524 shares

    1.97% of the 13F portfolio, value $3,216,888.

    13F-HR 0001765380-26-000225 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,641 shares
    Change vs previous 13F +125 shares

    1.66% of the 13F portfolio, value $4,477,207.

    13F-HR 0001729304-26-000003 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,516 shares
    Change vs previous 13F +1,626 shares

    1.73% of the 13F portfolio, value $4,762,028.

    13F-HR 0001729304-26-000001 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,890 shares
    Change vs previous 13F +814 shares

    1.66% of the 13F portfolio, value $4,046,045.

    13F-HR 0001729304-25-000003 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,076 shares
    Change vs previous 13F +463 shares

    1.35% of the 13F portfolio, value $3,093,179.

    13F-HR 0001765380-25-000285 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,613 shares
    Change vs previous 13F +93 shares

    1.56% of the 13F portfolio, value $3,246,007.

    13F-HR 0001765380-25-000171 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,520 shares
    Change vs previous 13F +2,296 shares

    1.81% of the 13F portfolio, value $3,636,009.

    13F-HR 0001765380-25-000036 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 12,224 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $2,848,198.

    13F-HR 0001765380-24-000410 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).