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Disclosery

Holos Integrated Wealth LLC: FIXD position timeline

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

Holos Integrated Wealth LLC held 8,510 FIXD 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 8,510 shares
    Change vs previous 13F -535 shares

    0.17% of the 13F portfolio, value $369,412.

    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 9,045 shares
    Change vs previous 13F -2,518 shares

    0.2% of the 13F portfolio, value $395,711.

    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 11,563 shares
    Change vs previous 13F -5,495 shares

    0.29% of the 13F portfolio, value $512,068.

    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 17,058 shares
    Change vs previous 13F -3,510 shares

    0.45% of the 13F portfolio, value $760,413.

    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 20,568 shares
    Change vs previous 13F -6,571 shares

    0.54% of the 13F portfolio, value $902,412.

    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 27,139 shares
    Change vs previous 13F -67,909 shares

    0.78% of the 13F portfolio, value $1,189,769.

    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 95,048 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $4,084,227.

    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).