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Disclosery

Holistic Financial Partners: FXH position timeline

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

Holistic Financial Partners held 15,279 FXH 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 15,279 shares
    Change vs previous 13F -7,330 shares

    1.14% of the 13F portfolio, value $1,870,126.

    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 22,609 shares
    Change vs previous 13F -2,583 shares

    0.92% of the 13F portfolio, value $2,481,813.

    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 25,192 shares
    Change vs previous 13F -7,864 shares

    1.04% of the 13F portfolio, value $2,867,387.

    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 33,056 shares
    Change vs previous 13F -221 shares

    1.48% of the 13F portfolio, value $3,625,317.

    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 33,277 shares
    Change vs previous 13F -10,294 shares

    1.51% of the 13F portfolio, value $3,450,141.

    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 43,571 shares
    Change vs previous 13F -3,754 shares

    2.18% of the 13F portfolio, value $4,513,964.

    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 47,325 shares
    Change vs previous 13F -1,505 shares

    2.45% of the 13F portfolio, value $4,927,967.

    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 48,830 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $5,462,245.

    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).