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Disclosery

Holistic Financial Partners: FDN position timeline

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

Holistic Financial Partners held 16,325 FDN 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 16,325 shares
    Change vs previous 13F -12,643 shares

    2.64% of the 13F portfolio, value $4,321,554.

    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 28,968 shares
    Change vs previous 13F +1,262 shares

    2.52% of the 13F portfolio, value $6,779,382.

    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 27,706 shares
    Change vs previous 13F +1,724 shares

    2.7% of the 13F portfolio, value $7,457,902.

    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 25,982 shares
    Change vs previous 13F +369 shares

    2.98% of the 13F portfolio, value $7,270,803.

    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 25,613 shares
    Change vs previous 13F +17,224 shares

    3.02% of the 13F portfolio, value $6,898,350.

    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 8,389 shares
    Change vs previous 13F +5,017 shares

    0.9% of the 13F portfolio, value $1,863,617.

    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 3,372 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $819,970.

    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).