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Disclosery

Holistic Financial Partners: NVDA position timeline

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

Holistic Financial Partners held 13,719 NVDA 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 13,719 shares
    Change vs previous 13F -23,712 shares

    1.68% of the 13F portfolio, value $2,745,062.

    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 37,431 shares
    Change vs previous 13F -29 shares

    2.43% of the 13F portfolio, value $6,527,891.

    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 37,460 shares
    Change vs previous 13F +159 shares

    2.53% of the 13F portfolio, value $6,986,210.

    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 37,301 shares
    Change vs previous 13F +1,037 shares

    2.85% of the 13F portfolio, value $6,959,687.

    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 36,264 shares
    Change vs previous 13F -263 shares

    2.51% of the 13F portfolio, value $5,729,395.

    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 36,527 shares
    Change vs previous 13F +632 shares

    1.91% of the 13F portfolio, value $3,958,818.

    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 35,895 shares
    Change vs previous 13F +87 shares

    2.39% of the 13F portfolio, value $4,820,366.

    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 35,808 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $4,348,553.

    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).