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Disclosery

Holistic Financial Partners: MPC position timeline

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

Holistic Financial Partners held 931 MPC 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 931 shares
    Change vs previous 13F -197 shares

    0.15% of the 13F portfolio, value $238,029.

    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 1,128 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $275,436.

    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).