Holistic Financial Partners

Position in TKR — Timken Co

CIK 1729304 INDIANAPOLIS, IN

Position in TKR

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$2,782,369

+$454,829 QoQ

Shares Held

27,666

0.0% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

2.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,782,369	27,666	0.0%	Shares	Sole	2026-05-05
2025-12-31	$2,327,540	27,666	0.0%	Shares	Sole	2026-01-07
2025-09-30	$2,079,929	27,666	0.0%	Shares	Sole	2025-11-07
2025-06-30	$2,007,168	27,666	+6.4%	Shares	Sole	2025-08-05
2025-03-31	$1,869,051	26,006	0.0%	Shares	Sole	2025-05-06
2024-12-31	$1,856,048	26,006	0.0%	Shares	Sole	2025-02-04
2024-09-30	$2,192,045	26,006	0.0%	Shares	Sole	2024-11-07
2024-06-30	$2,083,860	26,006	+7.6%	Shares	Sole	2024-07-30
2024-03-31	$2,112,396	24,161	0.0%	Shares	Sole	2024-05-08
2023-12-31	$1,936,504	24,161	0.0%	Shares	Sole	2024-02-14
2023-09-30	$1,775,591	24,161	+0.0%	Shares	Sole	2023-11-08
2023-06-30	$2,211,364	24,160	+10.6%	Shares	Sole	2023-08-09
2023-03-31	$1,785,582	21,850	0.0%	Shares	Sole	2023-05-04
2022-12-31	$1,544,139	21,850	0.0%	Shares	Sole	2023-02-07
2022-09-30	$1,290,024	21,850	0.0%	Shares	Sole	2022-11-09
2022-06-30	$1,159,142	21,850	+6.5%	Shares	Sole	2022-08-02
2022-03-31	$1,244,957	20,510	0.0%	Shares	Sole	2022-05-13
2021-12-31	$1,421,137	20,510	0.0%	Shares	Sole	2022-02-11
2021-09-30	$1,341,764	20,510	+18.6%	Shares	Sole	2021-11-12
2021-06-30	$1,393,401	17,290	+7.5%	Shares	Sole	2021-08-13
2021-03-31	$1,306,025	16,090	+21.3%	Shares	Sole	2021-05-11
2020-12-31	$1,026,180	13,265	0.0%	Shares	Sole	2021-02-10
2020-09-30	$719,228	13,265	0.0%	Shares	Sole	2020-11-13
2020-06-30	$603,424	13,265	0.0%	Shares	Sole	2020-08-13
2020-03-31	$428,990	13,265	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.