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Disclosery

Holistic Financial Partners: LIN position timeline

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

Holistic Financial Partners held 474 LIN 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 474 shares
    Change vs previous 13F +14 shares

    0.15% of the 13F portfolio, value $245,978.

    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 460 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $228,050.

    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).