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Disclosery

Holos Integrated Wealth LLC: FTRI position timeline

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

Holos Integrated Wealth LLC held 11,655 FTRI 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 11,655 shares
    Change vs previous 13F -736 shares

    0.09% of the 13F portfolio, value $187,759.

    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 12,391 shares
    Change vs previous 13F -1,018 shares

    0.11% of the 13F portfolio, value $223,773.

    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 13,409 shares
    Change vs previous 13F -2,096 shares

    0.12% of the 13F portfolio, value $213,513.

    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 15,505 shares
    Change vs previous 13F -3,167 shares

    0.14% of the 13F portfolio, value $231,801.

    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 18,672 shares
    Change vs previous 13F -9,488 shares

    0.16% of the 13F portfolio, value $269,308.

    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 28,160 shares
    Change vs previous 13F -6,488 shares

    0.24% of the 13F portfolio, value $372,845.

    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 34,648 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $416,679.

    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).