Skip to content
Disclosery

Holistic Financial Partners: DFAC position timeline

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

Holistic Financial Partners held 8,759 DFAC 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 8,759 shares
    Change vs previous 13F +21 shares

    0.24% of the 13F portfolio, value $388,553.

    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 8,738 shares
    Change vs previous 13F +22 shares

    0.13% of the 13F portfolio, value $339,546.

    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 8,716 shares
    Change vs previous 13F +20 shares

    0.13% of the 13F portfolio, value $345,050.

    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 8,696 shares
    Change vs previous 13F +25 shares

    0.14% of the 13F portfolio, value $335,386.

    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 8,671 shares
    Change vs previous 13F +25 shares

    0.14% of the 13F portfolio, value $310,787.

    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 8,646 shares
    Change vs previous 13F -20 shares

    0.14% of the 13F portfolio, value $285,219.

    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 8,666 shares
    Change vs previous 13F +25 shares

    0.15% of the 13F portfolio, value $299,765.

    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 8,641 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $296,311.

    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).