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Disclosery

Holistic Financial Partners: IWD position timeline

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

Holistic Financial Partners held 18,284 IWD 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 18,284 shares
    Change vs previous 13F -1,050 shares

    2.71% of the 13F portfolio, value $4,432,632.

    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 19,334 shares
    Change vs previous 13F -588 shares

    1.54% of the 13F portfolio, value $4,131,133.

    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 19,922 shares
    Change vs previous 13F -182 shares

    1.52% of the 13F portfolio, value $4,190,430.

    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 20,104 shares
    Change vs previous 13F -433 shares

    1.68% of the 13F portfolio, value $4,093,008.

    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 20,537 shares
    Change vs previous 13F -186 shares

    1.75% of the 13F portfolio, value $3,988,935.

    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 20,723 shares
    Change vs previous 13F -96 shares

    1.88% of the 13F portfolio, value $3,899,272.

    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 20,819 shares
    Change vs previous 13F -46 shares

    1.91% of the 13F portfolio, value $3,854,218.

    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 20,865 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $3,960,155.

    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).