Skip to content
Disclosery

Holistic Financial Partners: SCHA position timeline

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

Holistic Financial Partners held 7,863 SCHA 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 7,863 shares
    Change vs previous 13F +19 shares

    0.17% of the 13F portfolio, value $284,087.

    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 7,844 shares
    Change vs previous 13F -370 shares

    0.08% of the 13F portfolio, value $228,092.

    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 8,214 shares
    Change vs previous 13F -1,510 shares

    0.08% of the 13F portfolio, value $233,947.

    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 9,724 shares
    Change vs previous 13F -127 shares

    0.11% of the 13F portfolio, value $271,299.

    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 9,851 shares
    Change vs previous 13F -32 shares

    0.11% of the 13F portfolio, value $249,242.

    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 9,883 shares
    Change vs previous 13F -3,048 shares

    0.11% of the 13F portfolio, value $231,565.

    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 12,931 shares
    Change vs previous 13F +6,470 shares

    0.17% of the 13F portfolio, value $334,388.

    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 6,461 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $332,736.

    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).