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Holos Integrated Wealth LLC: DBEF position timeline

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

Holos Integrated Wealth LLC held 115,236 DBEF 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 115,236 shares
    Change vs previous 13F +68 shares

    2.95% of the 13F portfolio, value $6,309,191.

    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 115,168 shares
    Change vs previous 13F -4,659 shares

    2.92% of the 13F portfolio, value $5,774,542.

    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 119,827 shares
    Change vs previous 13F +3,742 shares

    3.25% of the 13F portfolio, value $5,829,561.

    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 116,085 shares
    Change vs previous 13F +686 shares

    3.17% of the 13F portfolio, value $5,392,171.

    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 115,399 shares
    Change vs previous 13F -165 shares

    3.13% of the 13F portfolio, value $5,201,055.

    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 115,564 shares
    Change vs previous 13F -1,727 shares

    3.28% of the 13F portfolio, value $5,003,925.

    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 117,291 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $4,855,851.

    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).