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Disclosery

Holistic Financial Partners: FJP position timeline

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

Holistic Financial Partners held 41,735 FJP 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 41,735 shares
    Change vs previous 13F -27,512 shares

    1.95% of the 13F portfolio, value $3,185,414.

    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 69,247 shares
    Change vs previous 13F +1,776 shares

    1.87% of the 13F portfolio, value $5,027,303.

    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 67,471 shares
    Change vs previous 13F +491 shares

    1.64% of the 13F portfolio, value $4,532,396.

    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 66,980 shares
    Change vs previous 13F +1,472 shares

    1.79% of the 13F portfolio, value $4,364,738.

    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 65,508 shares
    Change vs previous 13F +3,051 shares

    1.71% of the 13F portfolio, value $3,912,139.

    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 62,457 shares
    Change vs previous 13F +4,555 shares

    1.65% of the 13F portfolio, value $3,423,879.

    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 57,902 shares
    Change vs previous 13F +5,911 shares

    1.49% of the 13F portfolio, value $2,992,351.

    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 51,991 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $2,820,301.

    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).