Skip to content
Disclosery

Holistic Financial Partners: FVD position timeline

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

Holistic Financial Partners held 144,711 FVD 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 144,711 shares
    Change vs previous 13F -88,626 shares

    4.26% of the 13F portfolio, value $6,972,172.

    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 233,337 shares
    Change vs previous 13F -2,903 shares

    4.08% of the 13F portfolio, value $10,973,859.

    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 236,240 shares
    Change vs previous 13F -14,436 shares

    3.95% of the 13F portfolio, value $10,885,958.

    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 250,676 shares
    Change vs previous 13F +5,399 shares

    4.75% of the 13F portfolio, value $11,591,271.

    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 245,277 shares
    Change vs previous 13F +14,512 shares

    4.8% of the 13F portfolio, value $10,963,898.

    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 230,765 shares
    Change vs previous 13F +11,767 shares

    4.96% of the 13F portfolio, value $10,289,806.

    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 218,998 shares
    Change vs previous 13F +11,699 shares

    4.75% of the 13F portfolio, value $9,557,064.

    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 207,299 shares
    Change vs previous 13F not available

    4.54% of the 13F portfolio, value $9,430,051.

    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).