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Disclosery

Holistic Financial Partners: MSFT position timeline

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

Holistic Financial Partners held 4,272 MSFT 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 4,272 shares
    Change vs previous 13F -1,952 shares

    0.97% of the 13F portfolio, value $1,593,542.

    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 6,224 shares
    Change vs previous 13F -203 shares

    0.86% of the 13F portfolio, value $2,304,045.

    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 6,427 shares
    Change vs previous 13F +675 shares

    1.13% of the 13F portfolio, value $3,108,365.

    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 5,752 shares
    Change vs previous 13F +629 shares

    1.22% of the 13F portfolio, value $2,979,398.

    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 5,123 shares
    Change vs previous 13F -247 shares

    1.12% of the 13F portfolio, value $2,548,375.

    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 5,370 shares
    Change vs previous 13F +83 shares

    0.97% of the 13F portfolio, value $2,015,953.

    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 5,287 shares
    Change vs previous 13F -81 shares

    1.11% of the 13F portfolio, value $2,228,592.

    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 5,368 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $2,309,975.

    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).