Skip to content
Disclosery

Holistic Financial Partners: EFA position timeline

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

Holistic Financial Partners held 9,840 EFA 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 9,840 shares
    Change vs previous 13F -23 shares

    0.62% of the 13F portfolio, value $1,022,186.

    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 9,863 shares
    Change vs previous 13F -35 shares

    0.36% of the 13F portfolio, value $957,982.

    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 9,898 shares
    Change vs previous 13F -79 shares

    0.34% of the 13F portfolio, value $950,494.

    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 9,977 shares
    Change vs previous 13F -1,924 shares

    0.38% of the 13F portfolio, value $931,585.

    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 11,901 shares
    Change vs previous 13F -16 shares

    0.47% of the 13F portfolio, value $1,063,819.

    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 11,917 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $974,009.

    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 11,917 shares
    Change vs previous 13F +224 shares

    0.45% of the 13F portfolio, value $901,074.

    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 11,693 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $977,892.

    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).