Holistic Financial Partners
- SEC CIK
- 0001729304
- Latest filing
- Jul 23, 2026
AFRM holding history
Affirm Holdings, Inc. in every 13F filed by Holistic Financial Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
AFRM overviewAll 13F holders of AFRMFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 13
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −4,801−100.0% | Sold out | Holders |
| Q1 2026 | 4,801 | $220.0K | 0.1% | −132−2.7% | Reduced | Holders |
| Q4 2025 | 4,933 | $367.2K | 0.1% | −567−10.3% | Reduced | Holders |
| Q3 2025 | 5,500 | $401.9K | 0.2% | +29+0.5% | Added | Holders |
| Q2 2025 | 5,471 | $378.3K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2025 | 5,471 | $247.2K | 0.1% | −153−2.7% | Reduced | Holders |
| Q4 2024 | 5,624 | $342.5K | 0.2% | −181−3.1% | Reduced | Holders |
| Q3 2024 | 5,805 | $237.0K | 0.1% | +5,805 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −5,786−100.0% | Sold out | Holders |
| Q1 2024 | 5,786 | $215.6K | 0.1% | +75+1.3% | Added | Holders |
| Q4 2023 | 5,711 | $280.6K | 0.2% | +5,711 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −4,781−100.0% | Sold out | Holders |
| Q1 2022 | 4,781 | $221.0K | 0.1% | +1,485+45.1% | Added | Holders |
| Q4 2021 | 3,296 | $331.0K | 0.2% | −194−5.6% | Reduced | Holders |
| Q3 2021 | 3,490 | $416.0K | 0.3% | +100+2.9% | Added | Holders |
| Q2 2021 | 3,390 | $228.0K | 0.1% | +3,390 | New | Holders |