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Livermore
Livermore
ZHEN

Holistic Financial Partners

SEC CIK
0001729304
Latest filing
Jul 23, 2026

SLB holding history

SLB Limited 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.

SLB overviewAll 13F holders of SLBFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q3 2022
Holdings of SLB by Holistic Financial Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−4,549−100.0%Sold outHolders
Q1 20264,549$233.8K0.1%+4,549NewHolders
Q4 20250$00.0%−7,825−100.0%Sold outHolders
Q3 20257,825$268.9K0.1%+1,368+21.2%AddedHolders
Q2 20256,457$218.2K0.1%−218−3.3%ReducedHolders
Q1 20256,675$279.0K0.1%+104+1.6%AddedHolders
Q4 20246,571$251.9K0.1%−5−0.1%ReducedHolders
Q3 20246,576$275.9K0.1%+65+1.0%AddedHolders
Q2 20246,511$307.2K0.2%+446+7.4%AddedHolders
Q1 20246,065$332.4K0.2%+882+17.0%AddedHolders
Q4 20235,183$269.7K0.2%−737−12.4%ReducedHolders
Q3 20235,920$345.1K0.2%−839−12.4%ReducedHolders
Q2 20236,759$332.0K0.2%+302+4.7%AddedHolders
Q1 20236,457$317.0K0.2%−10.0%ReducedHolders
Q4 20226,458$345.2K0.3%+252+4.1%AddedHolders
Q3 20226,206$223.0K0.2%+6,206NewHolders