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Disclosery

Holos Integrated Wealth LLC: BUFF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Holos Integrated Wealth LLC on BUFF, newest first. How the timeline and the estimate are built.

Holos Integrated Wealth LLC held 347,147 BUFF shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 347,147 shares
    Change vs previous 13F +22,016 shares

    8.55% of the 13F portfolio, value $18,318,932.

    13F-HR 0001437749-26-023590 filed by Holos Integrated Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 325,131 shares
    Change vs previous 13F +697 shares

    8.19% of the 13F portfolio, value $16,188,250.

    13F-HR 0001437749-26-011783 filed by Holos Integrated Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 324,434 shares
    Change vs previous 13F +9,414 shares

    9.05% of the 13F portfolio, value $16,218,458.

    13F-HR 0001437749-26-000265 filed by Holos Integrated Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 315,020 shares
    Change vs previous 13F +6,456 shares

    8.99% of the 13F portfolio, value $15,278,473.

    13F-HR 0001437749-26-000274 filed by Holos Integrated Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 308,564 shares
    Change vs previous 13F +16,871 shares

    8.88% of the 13F portfolio, value $14,764,790.

    13F-HR 0001437749-25-026425 filed by Holos Integrated Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 291,693 shares
    Change vs previous 13F +14,551 shares

    8.43% of the 13F portfolio, value $12,860,744.

    13F-HR 0001437749-25-025661 filed by Holos Integrated Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 277,142 shares
    Change vs previous 13F not available

    8.51% of the 13F portfolio, value $12,446,447.

    13F-HR 0001437749-25-025660 filed by Holos Integrated Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).