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Disclosery

Holistic Financial Partners: FMF position timeline

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

Holistic Financial Partners held 4,421 FMF 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 4,421 shares
    Change vs previous 13F -58 shares

    0.14% of the 13F portfolio, value $221,592.

    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 4,479 shares
    Change vs previous 13F +17 shares

    0.08% of the 13F portfolio, value $226,713.

    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 4,462 shares
    Change vs previous 13F -943 shares

    0.08% of the 13F portfolio, value $209,951.

    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 5,405 shares
    Change vs previous 13F -2,290 shares

    0.11% of the 13F portfolio, value $263,227.

    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 7,695 shares
    Change vs previous 13F -10,598 shares

    0.15% of the 13F portfolio, value $347,891.

    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 18,293 shares
    Change vs previous 13F -4,040 shares

    0.41% of the 13F portfolio, value $843,681.

    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 22,333 shares
    Change vs previous 13F -3,017 shares

    0.53% of the 13F portfolio, value $1,062,602.

    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 25,350 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,204,147.

    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).