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Disclosery

Holistic Financial Partners: CX position timeline

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

Holistic Financial Partners held 0 CX shares at 2025-12-31 per its 13F-HR filed 2026-01-07.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -11,207 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 11,207 shares
    Change vs previous 13F -5,841 shares

    0.04% of the 13F portfolio, value $100,751.

    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).

  3. period ended2025-06-30
    13F 17,048 shares
    Change vs previous 13F +2,339 shares

    0.05% of the 13F portfolio, value $118,143.

    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).

  4. period ended2025-03-31
    13F 14,709 shares
    Change vs previous 13F +776 shares

    0.04% of the 13F portfolio, value $82,518.

    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).

  5. period ended2024-12-31
    13F 13,933 shares
    Change vs previous 13F +2,787 shares

    0.04% of the 13F portfolio, value $78,583.

    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).

  6. period ended2024-09-30
    13F 11,146 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $67,991.

    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).