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Holos Integrated Wealth LLC: BUFR position timeline

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

Holos Integrated Wealth LLC held 610,376 BUFR 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 610,376 shares
    Change vs previous 13F +25,121 shares

    10.43% of the 13F portfolio, value $22,336,721.

    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 585,255 shares
    Change vs previous 13F -5,065 shares

    10.09% of the 13F portfolio, value $19,945,501.

    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 590,320 shares
    Change vs previous 13F +81 shares

    11.3% of the 13F portfolio, value $20,247,990.

    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 590,239 shares
    Change vs previous 13F +8,531 shares

    11.48% of the 13F portfolio, value $19,507,412.

    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 581,708 shares
    Change vs previous 13F +5,689 shares

    11.37% of the 13F portfolio, value $18,905,523.

    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 576,019 shares
    Change vs previous 13F +13,645 shares

    11.21% of the 13F portfolio, value $17,101,997.

    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 562,374 shares
    Change vs previous 13F not available

    11.71% of the 13F portfolio, value $17,135,529.

    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).