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Disclosery

Holistic Financial Partners: FTA position timeline

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

Holistic Financial Partners held 78,335 FTA 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 78,335 shares
    Change vs previous 13F -62,309 shares

    4.63% of the 13F portfolio, value $7,582,700.

    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 140,644 shares
    Change vs previous 13F +2,563 shares

    4.83% of the 13F portfolio, value $12,988,489.

    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 138,081 shares
    Change vs previous 13F +4,058 shares

    4.31% of the 13F portfolio, value $11,895,417.

    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 134,023 shares
    Change vs previous 13F +1,832 shares

    4.57% of the 13F portfolio, value $11,167,647.

    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 132,191 shares
    Change vs previous 13F -1,895 shares

    4.55% of the 13F portfolio, value $10,394,142.

    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 134,086 shares
    Change vs previous 13F +287 shares

    4.96% of the 13F portfolio, value $10,287,105.

    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 133,799 shares
    Change vs previous 13F +2,859 shares

    5.08% of the 13F portfolio, value $10,230,293.

    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 130,940 shares
    Change vs previous 13F not available

    4.99% of the 13F portfolio, value $10,361,289.

    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).