Skip to content
Disclosery

Holos Integrated Wealth LLC: PSP position timeline

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

Holos Integrated Wealth LLC held 0 PSP shares at 2025-03-31 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -20 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 20 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,335.

    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).