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Disclosery

Holistic Financial Partners: FTXO position timeline

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

Holistic Financial Partners held 15,012 FTXO 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 15,012 shares
    Change vs previous 13F -17,671 shares

    0.38% of the 13F portfolio, value $620,446.

    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 32,683 shares
    Change vs previous 13F +7,365 shares

    0.44% of the 13F portfolio, value $1,182,132.

    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 25,318 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $956,737.

    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).