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Disclosery

Holos Integrated Wealth LLC: FLTB position timeline

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

Holos Integrated Wealth LLC held 198,581 FLTB 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 198,581 shares
    Change vs previous 13F +35,118 shares

    4.64% of the 13F portfolio, value $9,944,961.

    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 163,463 shares
    Change vs previous 13F +406 shares

    4.15% of the 13F portfolio, value $8,205,822.

    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 163,057 shares
    Change vs previous 13F +15,660 shares

    4.62% of the 13F portfolio, value $8,270,245.

    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 147,397 shares
    Change vs previous 13F +8,819 shares

    4.4% of the 13F portfolio, value $7,481,851.

    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 138,578 shares
    Change vs previous 13F +20,273 shares

    4.2% of the 13F portfolio, value $6,989,254.

    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 118,305 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $5,925,897.

    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).