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Holos Integrated Wealth LLC: LGCY position timeline

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

Holos Integrated Wealth LLC held 852,550 LGCY 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 852,550 shares
    Change vs previous 13F 0 shares

    4.49% of the 13F portfolio, value $9,608,239.

    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 852,550 shares
    Change vs previous 13F -81,803 shares

    5.22% of the 13F portfolio, value $10,324,381.

    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 934,353 shares
    Change vs previous 13F 0 shares

    5.4% of the 13F portfolio, value $9,670,554.

    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 934,353 shares
    Change vs previous 13F -69,000 shares

    5.08% of the 13F portfolio, value $8,633,422.

    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 1,003,353 shares
    Change vs previous 13F -16,000 shares

    6.56% of the 13F portfolio, value $10,916,481.

    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 1,019,353 shares
    Change vs previous 13F +719,353 shares

    4.79% of the 13F portfolio, value $7,308,761.

    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 300,000 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $2,496,000.

    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).