Skip to content
Disclosery

Holos Integrated Wealth LLC: DON position timeline

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

Holos Integrated Wealth LLC held 18,721 DON 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 18,721 shares
    Change vs previous 13F +16 shares

    0.5% of the 13F portfolio, value $1,060,911.

    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 18,705 shares
    Change vs previous 13F -1,876 shares

    0.5% of the 13F portfolio, value $993,234.

    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 20,581 shares
    Change vs previous 13F +18 shares

    0.6% of the 13F portfolio, value $1,072,266.

    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 20,563 shares
    Change vs previous 13F +4 shares

    0.61% of the 13F portfolio, value $1,033,067.

    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 20,559 shares
    Change vs previous 13F +19 shares

    0.63% of the 13F portfolio, value $1,042,534.

    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 20,540 shares
    Change vs previous 13F -24 shares

    0.67% of the 13F portfolio, value $1,017,123.

    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 20,564 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,048,167.

    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).