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Holistic Financial Partners

Position in AFRM — Affirm Holdings, Inc.

CIK 1729304 INDIANAPOLIS, IN

Position in AFRM

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$219,981
-$147,182 QoQ
Shares Held
4,801
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2021
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AFRM Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

Holistic Financial Partners holds $826,855 across 2 Credit Services names.

# Ticker Company Shares Value (USD) Open

All Filings in AFRM

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13 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $219,981 4,801
2025-12-31 $367,163 4,933
2025-09-30 $401,940 5,500
2025-06-30 $378,264 5,471
2025-03-31 $247,234 5,471
2024-12-31 $342,501 5,624
2024-09-30 $236,960 5,805
2024-03-31 $215,586 5,786
2023-12-31 $280,638 5,711
2022-03-31 $221,264 4,781
2021-12-31 $331,445 3,296
2021-09-30 $415,763 3,490
2021-06-30 $228,316 3,390