Skip to content
Disclosery

Holistic Financial Partners: VWO position timeline

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

Holistic Financial Partners held 28,185 VWO 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 28,185 shares
    Change vs previous 13F -3,722 shares

    1.03% of the 13F portfolio, value $1,682,363.

    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 31,907 shares
    Change vs previous 13F -1,100 shares

    0.64% of the 13F portfolio, value $1,724,565.

    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 33,007 shares
    Change vs previous 13F -1,394 shares

    0.64% of the 13F portfolio, value $1,774,448.

    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 34,401 shares
    Change vs previous 13F -912 shares

    0.76% of the 13F portfolio, value $1,863,860.

    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 35,313 shares
    Change vs previous 13F +162 shares

    0.76% of the 13F portfolio, value $1,746,580.

    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 35,151 shares
    Change vs previous 13F -1,267 shares

    0.77% of the 13F portfolio, value $1,590,922.

    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 36,418 shares
    Change vs previous 13F -1,007 shares

    0.8% of the 13F portfolio, value $1,603,839.

    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 37,425 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,790,784.

    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).