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Disclosery

Holistic Financial Partners: FBT position timeline

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

Holistic Financial Partners held 11,074 FBT 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 11,074 shares
    Change vs previous 13F -8,145 shares

    1.68% of the 13F portfolio, value $2,745,158.

    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 19,219 shares
    Change vs previous 13F +512 shares

    1.43% of the 13F portfolio, value $3,859,525.

    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 18,707 shares
    Change vs previous 13F +308 shares

    1.4% of the 13F portfolio, value $3,863,334.

    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 18,399 shares
    Change vs previous 13F +477 shares

    1.35% of the 13F portfolio, value $3,298,731.

    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 17,922 shares
    Change vs previous 13F +12,131 shares

    1.27% of the 13F portfolio, value $2,891,334.

    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 5,791 shares
    Change vs previous 13F +3,331 shares

    0.47% of the 13F portfolio, value $985,114.

    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 2,460 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $408,857.

    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).