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Disclosery

Holos Integrated Wealth LLC: HYLS position timeline

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

Holos Integrated Wealth LLC held 29,339 HYLS 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 29,339 shares
    Change vs previous 13F -4,307 shares

    0.56% of the 13F portfolio, value $1,195,847.

    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 33,646 shares
    Change vs previous 13F -23,913 shares

    0.69% of the 13F portfolio, value $1,370,408.

    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 57,559 shares
    Change vs previous 13F -130,022 shares

    1.35% of the 13F portfolio, value $2,409,569.

    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 187,581 shares
    Change vs previous 13F +5,381 shares

    4.6% of the 13F portfolio, value $7,816,491.

    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 182,200 shares
    Change vs previous 13F -488 shares

    4.58% of the 13F portfolio, value $7,612,306.

    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 182,688 shares
    Change vs previous 13F -29,154 shares

    4.92% of the 13F portfolio, value $7,497,503.

    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 211,842 shares
    Change vs previous 13F not available

    5.98% of the 13F portfolio, value $8,755,418.

    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).