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Disclosery

Holistic Financial Partners: TDIV position timeline

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

Holistic Financial Partners held 9,235 TDIV 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 9,235 shares
    Change vs previous 13F -6,240 shares

    0.65% of the 13F portfolio, value $1,060,880.

    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 15,475 shares
    Change vs previous 13F +515 shares

    0.54% of the 13F portfolio, value $1,449,375.

    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 14,960 shares
    Change vs previous 13F -58 shares

    0.53% of the 13F portfolio, value $1,448,769.

    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 15,018 shares
    Change vs previous 13F -141 shares

    0.61% of the 13F portfolio, value $1,480,645.

    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 15,159 shares
    Change vs previous 13F +8,643 shares

    0.6% of the 13F portfolio, value $1,366,921.

    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 6,516 shares
    Change vs previous 13F +3,818 shares

    0.23% of the 13F portfolio, value $479,660.

    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 2,698 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $211,699.

    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).