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Disclosery

Holistic Financial Partners: MU position timeline

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

Holistic Financial Partners held 528 MU 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 528 shares
    Change vs previous 13F -590 shares

    0.37% of the 13F portfolio, value $609,466.

    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 1,118 shares
    Change vs previous 13F -66 shares

    0.14% of the 13F portfolio, value $377,706.

    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 1,184 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $337,926.

    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).