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Disclosery

Holos Integrated Wealth LLC: FESM position timeline

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

Holos Integrated Wealth LLC held 141,895 FESM 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 141,895 shares
    Change vs previous 13F -15,297 shares

    3.14% of the 13F portfolio, value $6,721,581.

    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 157,192 shares
    Change vs previous 13F +13,621 shares

    3.09% of the 13F portfolio, value $6,105,337.

    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 143,571 shares
    Change vs previous 13F -10,413 shares

    3.05% of the 13F portfolio, value $5,464,321.

    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 153,984 shares
    Change vs previous 13F +1,454 shares

    3.22% of the 13F portfolio, value $5,466,426.

    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 152,530 shares
    Change vs previous 13F +4,204 shares

    3.05% of the 13F portfolio, value $5,065,538.

    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 148,326 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $4,372,658.

    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).