Skip to content
Disclosery

Holistic Financial Partners: PM position timeline

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

Holistic Financial Partners held 1,641 PM 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 1,641 shares
    Change vs previous 13F -268 shares

    0.18% of the 13F portfolio, value $296,874.

    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 1,909 shares
    Change vs previous 13F +620 shares

    0.12% of the 13F portfolio, value $315,635.

    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 1,289 shares
    Change vs previous 13F -230 shares

    0.07% of the 13F portfolio, value $206,756.

    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 1,519 shares
    Change vs previous 13F +55 shares

    0.1% of the 13F portfolio, value $246,382.

    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 1,464 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $266,639.

    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).