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Disclosery

Holistic Financial Partners: CMCSA position timeline

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

Holistic Financial Partners held 21,579 CMCSA 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 21,579 shares
    Change vs previous 13F -1,467 shares

    0.32% of the 13F portfolio, value $529,765.

    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 23,046 shares
    Change vs previous 13F -246 shares

    0.25% of the 13F portfolio, value $661,651.

    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 23,292 shares
    Change vs previous 13F +53 shares

    0.25% of the 13F portfolio, value $696,198.

    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 23,239 shares
    Change vs previous 13F +914 shares

    0.3% of the 13F portfolio, value $730,170.

    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 22,325 shares
    Change vs previous 13F -262 shares

    0.35% of the 13F portfolio, value $796,780.

    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 22,587 shares
    Change vs previous 13F +577 shares

    0.4% of the 13F portfolio, value $833,461.

    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 22,010 shares
    Change vs previous 13F -157 shares

    0.41% of the 13F portfolio, value $826,036.

    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 22,167 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $925,916.

    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).