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Disclosery

Holos Integrated Wealth LLC: MINT position timeline

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

Holos Integrated Wealth LLC held 633 MINT 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 633 shares
    Change vs previous 13F -88 shares

    0.03% of the 13F portfolio, value $63,679.

    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 721 shares
    Change vs previous 13F -2,098 shares

    0.04% of the 13F portfolio, value $72,352.

    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 2,819 shares
    Change vs previous 13F -754 shares

    0.16% of the 13F portfolio, value $282,909.

    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 3,573 shares
    Change vs previous 13F -334 shares

    0.21% of the 13F portfolio, value $358,793.

    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 3,907 shares
    Change vs previous 13F -2,454 shares

    0.24% of the 13F portfolio, value $392,184.

    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 6,361 shares
    Change vs previous 13F -24,415 shares

    0.42% of the 13F portfolio, value $640,076.

    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 30,776 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $3,088,064.

    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).