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Disclosery

Holos Integrated Wealth LLC: ONEY position timeline

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

Holos Integrated Wealth LLC held 42,660 ONEY 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 42,660 shares
    Change vs previous 13F -868 shares

    2.61% of the 13F portfolio, value $5,590,004.

    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 43,528 shares
    Change vs previous 13F -2,459 shares

    2.66% of the 13F portfolio, value $5,258,607.

    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 45,987 shares
    Change vs previous 13F -12,162 shares

    2.95% of the 13F portfolio, value $5,285,740.

    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 58,149 shares
    Change vs previous 13F +419 shares

    3.75% of the 13F portfolio, value $6,369,140.

    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 57,730 shares
    Change vs previous 13F +351 shares

    3.84% of the 13F portfolio, value $6,381,652.

    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 57,379 shares
    Change vs previous 13F +8,093 shares

    4.11% of the 13F portfolio, value $6,267,913.

    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 49,286 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $5,365,413.

    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).