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Disclosery

Holos Integrated Wealth LLC: ITOT position timeline

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

Holos Integrated Wealth LLC held 709 ITOT 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 709 shares
    Change vs previous 13F -962 shares

    0.05% of the 13F portfolio, value $116,355.

    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 1,671 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $241,407.

    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).