Holistic Financial Partners: SRE position timeline

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

Holistic Financial Partners held 0 SRE shares at 2025-12-31 per its 13F-HR filed 2026-01-07.

the latest 13F is the newest step

period ended2025-12-31
13F 0 shares
Change vs previous 13F -2,269 shares
13F-HR 0001729304-26-000001 filed by Holistic Financial Partners
Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-09-30
13F 2,269 shares
Change vs previous 13F +2,269 shares
0.08% of the 13F portfolio, value $204,165.
13F-HR 0001729304-25-000003 filed by Holistic Financial Partners
Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 0 shares
Change vs previous 13F -2,524 shares
13F-HR 0001765380-25-000171 filed by Holistic Financial Partners
Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-12-31
13F 2,524 shares
Change vs previous 13F +3 shares
0.11% of the 13F portfolio, value $221,406.
13F-HR 0001765380-25-000036 filed by Holistic Financial Partners
Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 2,521 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $210,832.
13F-HR 0001765380-24-000410 filed by Holistic Financial Partners
Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).