Affirm Hldgs shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Affirm Hldgs (AFRM) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Affirm Hldgs
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All positions including Affirm Hldgs held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Affirm Hldgs by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $402k | 5.5k | 73.08 |
| 2025-06-30 | $378k | 5.5k | 69.14 |
| 2025-03-31 | $247k | 5.5k | 45.19 |
| 2024-12-31 | $343k | 5.6k | 60.90 |
| 2024-09-30 | $237k | 5.8k | 40.82 |
| 2024-03-31 | $216k | 5.8k | 37.26 |
| 2023-12-31 | $281k | 5.7k | 49.14 |
| 2022-03-31 | $221k | 4.8k | 46.22 |
| 2021-12-31 | $331k | 3.3k | 100.42 |
| 2021-09-30 | $416k | 3.5k | 119.20 |
| 2021-06-30 | $228k | 3.4k | 67.26 |
More positions owned by Holistic Financial Partners
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