Holistic Financial Partners
- SEC CIK
- 0001729304
- Latest filing
- Jul 23, 2026
PLD holding history
Prologis, 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.
PLD overviewAll 13F holders of PLDFull Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −1,901−100.0% | Sold out | Holders |
| Q4 2024 | 1,901 | $200.9K | 0.1% | +68+3.7% | Added | Holders |
| Q3 2024 | 1,833 | $231.5K | 0.1% | +16+0.9% | Added | Holders |
| Q2 2024 | 1,817 | $204.1K | 0.1% | −33−1.8% | Reduced | Holders |
| Q1 2024 | 1,850 | $240.9K | 0.1% | −63−3.3% | Reduced | Holders |
| Q4 2023 | 1,913 | $255.0K | 0.2% | −13−0.7% | Reduced | Holders |
| Q3 2023 | 1,926 | $216.1K | 0.1% | +97+5.3% | Added | Holders |
| Q2 2023 | 1,829 | $224.3K | 0.2% | −165−8.3% | Reduced | Holders |
| Q1 2023 | 1,994 | $248.8K | 0.2% | +112+6.0% | Added | Holders |
| Q4 2022 | 1,882 | $212.2K | 0.2% | +1,882 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −1,896−100.0% | Sold out | Holders |
| Q2 2022 | 1,896 | $223.0K | 0.2% | +1,896 | New | Holders |