Holistic Financial Partners
Holdings in IGR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $63,247 | 14,440 | Shares | Sole | 2026-01-07 |
| 2025-09-30 | $74,221 | 14,440 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $76,387 | 14,440 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $74,510 | 14,440 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $69,456 | 14,440 | Shares | Sole | 2025-02-04 |
| 2024-09-30 | $94,870 | 14,440 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $72,777 | 14,440 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $77,687 | 14,440 | Shares | Sole | 2024-05-08 |
| 2023-12-31 | $78,409 | 14,440 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $64,980 | 14,440 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $75,521 | 14,440 | Shares | Sole | 2023-08-09 |
| 2023-03-31 | $76,676 | 14,440 | Shares | Sole | 2023-05-04 |
| 2022-12-31 | $82,741 | 14,440 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $83,318 | 14,440 | Shares | Sole | 2022-11-09 |
| 2022-06-30 | $104,834 | 14,440 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $130,537 | 14,440 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $141,367 | 14,440 | Shares | Sole | 2022-02-11 |
| 2021-06-30 | $127,216 | 14,440 | Shares | Sole | 2021-08-13 |
| 2020-09-30 | $86,351 | 14,440 | Shares | Sole | 2020-11-13 |
| 2020-06-30 | $86,206 | 14,440 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $75,665 | 14,440 | Shares | Sole | 2020-05-05 |