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Disclosery

Holistic Financial Partners: SCHE position timeline

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

Holistic Financial Partners held 54,589 SCHE 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 54,589 shares
    Change vs previous 13F -29,524 shares

    1.21% of the 13F portfolio, value $1,979,381.

    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 84,113 shares
    Change vs previous 13F +2,574 shares

    1.03% of the 13F portfolio, value $2,771,521.

    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 81,539 shares
    Change vs previous 13F +5,053 shares

    0.97% of the 13F portfolio, value $2,670,394.

    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 76,486 shares
    Change vs previous 13F -2,627 shares

    1.05% of the 13F portfolio, value $2,552,322.

    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 79,113 shares
    Change vs previous 13F -107,390 shares

    1.04% of the 13F portfolio, value $2,384,466.

    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 186,503 shares
    Change vs previous 13F -34,283 shares

    2.48% of the 13F portfolio, value $5,141,894.

    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 220,786 shares
    Change vs previous 13F -24,430 shares

    2.92% of the 13F portfolio, value $5,879,545.

    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 245,216 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $7,155,407.

    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).