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Disclosery

Holistic Financial Partners: PLD position timeline

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

Holistic Financial Partners held 0 PLD shares at 2025-03-31 per its 13F-HR filed 2025-05-06.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,901 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 1,901 shares
    Change vs previous 13F +68 shares

    0.1% of the 13F portfolio, value $200,936.

    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).

  3. period ended2024-09-30
    13F 1,833 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $231,472.

    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).