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Holos Integrated Wealth LLC: F position timeline

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

Holos Integrated Wealth LLC held 50,790 F 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 50,790 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $688,712.

    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 50,790 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $585,101.

    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 50,790 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $677,539.

    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 50,790 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $579,514.

    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 50,790 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $574,943.

    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 50,790 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $509,424.

    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 50,790 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $502,821.

    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).