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Disclosery

Holistic Financial Partners: AMZN position timeline

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

Holistic Financial Partners held 8,347 AMZN 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 8,347 shares
    Change vs previous 13F -4,988 shares

    1.22% of the 13F portfolio, value $1,989,424.

    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 13,335 shares
    Change vs previous 13F -896 shares

    1.03% of the 13F portfolio, value $2,777,281.

    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 14,231 shares
    Change vs previous 13F +132 shares

    1.19% of the 13F portfolio, value $3,284,800.

    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 14,099 shares
    Change vs previous 13F +62 shares

    1.27% of the 13F portfolio, value $3,095,718.

    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 14,037 shares
    Change vs previous 13F +507 shares

    1.35% of the 13F portfolio, value $3,079,578.

    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 13,530 shares
    Change vs previous 13F -893 shares

    1.24% of the 13F portfolio, value $2,574,218.

    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 14,423 shares
    Change vs previous 13F -437 shares

    1.57% of the 13F portfolio, value $3,164,262.

    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 14,860 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,768,864.

    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).