Skip to content
Disclosery

Holos Integrated Wealth LLC: FBCG position timeline

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

Holos Integrated Wealth LLC held 82,860 FBCG 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 82,860 shares
    Change vs previous 13F +1,667 shares

    2.37% of the 13F portfolio, value $5,066,048.

    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 81,193 shares
    Change vs previous 13F +701 shares

    2.11% of the 13F portfolio, value $4,165,190.

    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 80,492 shares
    Change vs previous 13F +10,382 shares

    2.47% of the 13F portfolio, value $4,423,051.

    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 70,110 shares
    Change vs previous 13F +728 shares

    2.16% of the 13F portfolio, value $3,664,662.

    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 69,382 shares
    Change vs previous 13F +992 shares

    2.14% of the 13F portfolio, value $3,551,665.

    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 68,390 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $2,733,548.

    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).