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Disclosery

Holos Integrated Wealth LLC: IWL position timeline

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

Holos Integrated Wealth LLC held 33,849 IWL 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 33,849 shares
    Change vs previous 13F +927 shares

    2.93% of the 13F portfolio, value $6,268,065.

    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 32,922 shares
    Change vs previous 13F -2,719 shares

    2.71% of the 13F portfolio, value $5,360,983.

    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 35,641 shares
    Change vs previous 13F -1,477 shares

    3.39% of the 13F portfolio, value $6,082,111.

    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 37,118 shares
    Change vs previous 13F +41 shares

    3.56% of the 13F portfolio, value $6,054,323.

    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 37,077 shares
    Change vs previous 13F -93 shares

    3.53% of the 13F portfolio, value $5,876,286.

    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 37,170 shares
    Change vs previous 13F -20,008 shares

    3.35% of the 13F portfolio, value $5,107,566.

    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 57,178 shares
    Change vs previous 13F not available

    5.66% of the 13F portfolio, value $8,274,181.

    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).