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Disclosery

Holos Integrated Wealth LLC: NVDA position timeline

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

Holos Integrated Wealth LLC held 3,211 NVDA 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 3,211 shares
    Change vs previous 13F -630 shares

    0.3% of the 13F portfolio, value $632,342.

    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 3,841 shares
    Change vs previous 13F -191 shares

    0.35% of the 13F portfolio, value $684,082.

    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 4,032 shares
    Change vs previous 13F -186 shares

    0.43% of the 13F portfolio, value $761,443.

    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 4,218 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $772,569.

    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 4,218 shares
    Change vs previous 13F -690 shares

    0.46% of the 13F portfolio, value $770,629.

    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 4,908 shares
    Change vs previous 13F -2,000 shares

    0.35% of the 13F portfolio, value $531,929.

    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 6,908 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $927,675.

    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).