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Disclosery

Holistic Financial Partners: SCHF position timeline

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

Holistic Financial Partners held 342,413 SCHF 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 342,413 shares
    Change vs previous 13F -215,679 shares

    5.8% of the 13F portfolio, value $9,484,849.

    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 558,092 shares
    Change vs previous 13F +4,681 shares

    5.13% of the 13F portfolio, value $13,812,788.

    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 553,411 shares
    Change vs previous 13F +20,785 shares

    4.82% of the 13F portfolio, value $13,304,005.

    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 532,626 shares
    Change vs previous 13F -278 shares

    5.08% of the 13F portfolio, value $12,399,535.

    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 532,904 shares
    Change vs previous 13F -929 shares

    5.15% of the 13F portfolio, value $11,777,177.

    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 533,833 shares
    Change vs previous 13F -4,391 shares

    5.09% of the 13F portfolio, value $10,559,226.

    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 538,224 shares
    Change vs previous 13F +279,091 shares

    4.94% of the 13F portfolio, value $9,957,143.

    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 259,133 shares
    Change vs previous 13F not available

    5.13% of the 13F portfolio, value $10,655,560.

    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).