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Disclosery

Holistic Financial Partners: V position timeline

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

Holistic Financial Partners held 1,678 V 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 1,678 shares
    Change vs previous 13F -131 shares

    0.35% of the 13F portfolio, value $575,706.

    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 1,809 shares
    Change vs previous 13F -8 shares

    0.2% of the 13F portfolio, value $546,753.

    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 1,817 shares
    Change vs previous 13F +42 shares

    0.23% of the 13F portfolio, value $637,241.

    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 1,775 shares
    Change vs previous 13F +28 shares

    0.25% of the 13F portfolio, value $605,950.

    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 1,747 shares
    Change vs previous 13F -65 shares

    0.27% of the 13F portfolio, value $620,273.

    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 1,812 shares
    Change vs previous 13F +16 shares

    0.31% of the 13F portfolio, value $635,034.

    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 1,796 shares
    Change vs previous 13F -81 shares

    0.28% of the 13F portfolio, value $567,608.

    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 1,877 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $516,082.

    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).