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Disclosery

Holistic Financial Partners: LGOV position timeline

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

Holistic Financial Partners held 113,218 LGOV 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 113,218 shares
    Change vs previous 13F -42,217 shares

    1.48% of the 13F portfolio, value $2,422,871.

    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 155,435 shares
    Change vs previous 13F +3,294 shares

    1.25% of the 13F portfolio, value $3,352,743.

    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 152,141 shares
    Change vs previous 13F +6,869 shares

    1.2% of the 13F portfolio, value $3,321,238.

    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 145,272 shares
    Change vs previous 13F -6,487 shares

    1.29% of the 13F portfolio, value $3,159,661.

    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 151,759 shares
    Change vs previous 13F -63,228 shares

    1.42% of the 13F portfolio, value $3,250,668.

    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 214,987 shares
    Change vs previous 13F -20,357 shares

    2.23% of the 13F portfolio, value $4,622,232.

    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 235,344 shares
    Change vs previous 13F -16,892 shares

    2.44% of the 13F portfolio, value $4,904,573.

    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 252,236 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $5,650,085.

    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).