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Holos Integrated Wealth LLC: FBND position timeline

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

Holos Integrated Wealth LLC held 254,878 FBND 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 254,878 shares
    Change vs previous 13F +31,381 shares

    5.39% of the 13F portfolio, value $11,543,415.

    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 223,497 shares
    Change vs previous 13F +15,260 shares

    5.17% of the 13F portfolio, value $10,218,273.

    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 208,237 shares
    Change vs previous 13F +57,548 shares

    5.35% of the 13F portfolio, value $9,587,224.

    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 150,689 shares
    Change vs previous 13F +9,362 shares

    4.12% of the 13F portfolio, value $6,994,964.

    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 141,327 shares
    Change vs previous 13F +17,148 shares

    3.89% of the 13F portfolio, value $6,471,369.

    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 124,179 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $5,668,771.

    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).