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Disclosery

Holistic Financial Partners: FTCS position timeline

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

Holistic Financial Partners held 65,013 FTCS 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 65,013 shares
    Change vs previous 13F -50,787 shares

    3.73% of the 13F portfolio, value $6,105,978.

    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 115,800 shares
    Change vs previous 13F +879 shares

    3.99% of the 13F portfolio, value $10,741,586.

    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 114,921 shares
    Change vs previous 13F -2,837 shares

    3.86% of the 13F portfolio, value $10,631,562.

    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 117,758 shares
    Change vs previous 13F +2,411 shares

    4.52% of the 13F portfolio, value $11,026,871.

    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 115,347 shares
    Change vs previous 13F +6,035 shares

    4.59% of the 13F portfolio, value $10,483,914.

    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 109,312 shares
    Change vs previous 13F +3,553 shares

    4.72% of the 13F portfolio, value $9,798,720.

    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 105,759 shares
    Change vs previous 13F +3,594 shares

    4.61% of the 13F portfolio, value $9,287,779.

    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 102,165 shares
    Change vs previous 13F not available

    4.46% of the 13F portfolio, value $9,276,549.

    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).