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Disclosery

Holistic Financial Partners: IWF position timeline

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

Holistic Financial Partners held 80,797 IWF 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 80,797 shares
    Change vs previous 13F +58,699 shares

    6.13% of the 13F portfolio, value $10,032,620.

    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 22,098 shares
    Change vs previous 13F -479 shares

    3.5% of the 13F portfolio, value $9,422,792.

    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 22,577 shares
    Change vs previous 13F +139 shares

    3.88% of the 13F portfolio, value $10,685,801.

    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 22,438 shares
    Change vs previous 13F -505 shares

    4.3% of the 13F portfolio, value $10,510,182.

    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 22,943 shares
    Change vs previous 13F -12 shares

    4.26% of the 13F portfolio, value $9,741,048.

    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 22,955 shares
    Change vs previous 13F -9 shares

    3.99% of the 13F portfolio, value $8,288,663.

    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 22,964 shares
    Change vs previous 13F -85 shares

    4.58% of the 13F portfolio, value $9,222,031.

    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 23,049 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $8,652,240.

    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).