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Disclosery

Holistic Financial Partners: SDY position timeline

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

Holistic Financial Partners held 4,006 SDY 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 4,006 shares
    Change vs previous 13F -104 shares

    0.37% of the 13F portfolio, value $609,615.

    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 4,110 shares
    Change vs previous 13F -7 shares

    0.22% of the 13F portfolio, value $599,879.

    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 4,117 shares
    Change vs previous 13F -37 shares

    0.21% of the 13F portfolio, value $572,965.

    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 4,154 shares
    Change vs previous 13F -31 shares

    0.24% of the 13F portfolio, value $581,819.

    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 4,185 shares
    Change vs previous 13F +5 shares

    0.25% of the 13F portfolio, value $568,032.

    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 4,180 shares
    Change vs previous 13F +21 shares

    0.27% of the 13F portfolio, value $567,144.

    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 4,159 shares
    Change vs previous 13F -11 shares

    0.27% of the 13F portfolio, value $549,459.

    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 4,170 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $592,345.

    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).