Skip to content
Disclosery

Holistic Financial Partners: WBD position timeline

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

Holistic Financial Partners held 15,083 WBD 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 15,083 shares
    Change vs previous 13F -1,192 shares

    0.25% of the 13F portfolio, value $402,113.

    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 16,275 shares
    Change vs previous 13F +20 shares

    0.17% of the 13F portfolio, value $446,912.

    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 16,255 shares
    Change vs previous 13F -297 shares

    0.17% of the 13F portfolio, value $468,470.

    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 16,552 shares
    Change vs previous 13F -1,657 shares

    0.13% of the 13F portfolio, value $323,261.

    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 18,209 shares
    Change vs previous 13F +898 shares

    0.09% of the 13F portfolio, value $208,676.

    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 17,311 shares
    Change vs previous 13F +11 shares

    0.09% of the 13F portfolio, value $185,748.

    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 17,300 shares
    Change vs previous 13F -1,112 shares

    0.09% of the 13F portfolio, value $182,861.

    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 18,412 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $151,899.

    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).