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Disclosery

Holistic Financial Partners: PG position timeline

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

Holistic Financial Partners held 2,785 PG 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 2,785 shares
    Change vs previous 13F -632 shares

    0.25% of the 13F portfolio, value $408,432.

    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 3,417 shares
    Change vs previous 13F -642 shares

    0.18% of the 13F portfolio, value $493,527.

    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 4,059 shares
    Change vs previous 13F -473 shares

    0.21% of the 13F portfolio, value $581,638.

    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 4,532 shares
    Change vs previous 13F -5,056 shares

    0.29% of the 13F portfolio, value $696,381.

    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 9,588 shares
    Change vs previous 13F -85 shares

    0.67% of the 13F portfolio, value $1,527,560.

    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 9,673 shares
    Change vs previous 13F +238 shares

    0.79% of the 13F portfolio, value $1,648,439.

    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 9,435 shares
    Change vs previous 13F +363 shares

    0.79% of the 13F portfolio, value $1,581,726.

    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 9,072 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,571,276.

    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).