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Disclosery

Holistic Financial Partners: VEA position timeline

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

Holistic Financial Partners held 5,932 VEA 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 5,932 shares
    Change vs previous 13F -3,453 shares

    0.26% of the 13F portfolio, value $422,655.

    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 9,385 shares
    Change vs previous 13F -713 shares

    0.22% of the 13F portfolio, value $601,408.

    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 10,098 shares
    Change vs previous 13F +333 shares

    0.23% of the 13F portfolio, value $630,839.

    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 9,765 shares
    Change vs previous 13F +638 shares

    0.24% of the 13F portfolio, value $585,135.

    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 9,127 shares
    Change vs previous 13F +1,667 shares

    0.23% of the 13F portfolio, value $520,346.

    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 7,460 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $379,206.

    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 7,460 shares
    Change vs previous 13F -159 shares

    0.18% of the 13F portfolio, value $356,750.

    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 7,619 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $402,374.

    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).