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Disclosery

Holistic Financial Partners: LALT position timeline

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

Holistic Financial Partners held 107,034 LALT 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 107,034 shares
    Change vs previous 13F -247,192 shares

    1.57% of the 13F portfolio, value $2,572,027.

    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 354,226 shares
    Change vs previous 13F +26,660 shares

    3.2% of the 13F portfolio, value $8,609,381.

    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 327,566 shares
    Change vs previous 13F +65,394 shares

    2.71% of the 13F portfolio, value $7,465,220.

    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 262,172 shares
    Change vs previous 13F +3,847 shares

    2.45% of the 13F portfolio, value $5,974,845.

    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 258,325 shares
    Change vs previous 13F +83,039 shares

    2.4% of the 13F portfolio, value $5,482,968.

    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 175,286 shares
    Change vs previous 13F +63,417 shares

    1.79% of the 13F portfolio, value $3,720,493.

    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 111,869 shares
    Change vs previous 13F +25,746 shares

    1.17% of the 13F portfolio, value $2,349,279.

    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 86,123 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,808,577.

    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).