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Disclosery

Holistic Financial Partners: QTEC position timeline

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

Holistic Financial Partners held 10,350 QTEC 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 10,350 shares
    Change vs previous 13F -9,045 shares

    2.12% of the 13F portfolio, value $3,463,959.

    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 19,395 shares
    Change vs previous 13F +523 shares

    1.56% of the 13F portfolio, value $4,188,980.

    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 18,872 shares
    Change vs previous 13F +891 shares

    1.58% of the 13F portfolio, value $4,344,574.

    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 17,981 shares
    Change vs previous 13F +464 shares

    1.69% of the 13F portfolio, value $4,128,671.

    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 17,517 shares
    Change vs previous 13F +12,460 shares

    1.63% of the 13F portfolio, value $3,728,193.

    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 5,057 shares
    Change vs previous 13F +2,769 shares

    0.42% of the 13F portfolio, value $877,735.

    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 2,288 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $430,785.

    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).