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Disclosery

Holistic Financial Partners: IWM position timeline

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

Holistic Financial Partners held 14,373 IWM 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 14,373 shares
    Change vs previous 13F -93 shares

    2.64% of the 13F portfolio, value $4,318,246.

    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 14,466 shares
    Change vs previous 13F -298 shares

    1.33% of the 13F portfolio, value $3,587,467.

    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 14,764 shares
    Change vs previous 13F -355 shares

    1.32% of the 13F portfolio, value $3,634,206.

    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 15,119 shares
    Change vs previous 13F -106 shares

    1.5% of the 13F portfolio, value $3,658,095.

    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 15,225 shares
    Change vs previous 13F -371 shares

    1.44% of the 13F portfolio, value $3,285,315.

    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 15,596 shares
    Change vs previous 13F -36 shares

    1.5% of the 13F portfolio, value $3,111,165.

    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 15,632 shares
    Change vs previous 13F -24 shares

    1.72% of the 13F portfolio, value $3,454,082.

    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 15,656 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $3,458,297.

    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).