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Holos Integrated Wealth LLC: QFLR position timeline

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

Holos Integrated Wealth LLC held 167,106 QFLR 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 167,106 shares
    Change vs previous 13F +10,125 shares

    2.77% of the 13F portfolio, value $5,937,293.

    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 156,981 shares
    Change vs previous 13F +671 shares

    2.68% of the 13F portfolio, value $5,290,275.

    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 156,310 shares
    Change vs previous 13F -10,041 shares

    2.99% of the 13F portfolio, value $5,354,884.

    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 166,351 shares
    Change vs previous 13F +2,285 shares

    3.21% of the 13F portfolio, value $5,462,982.

    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 164,066 shares
    Change vs previous 13F +2,525 shares

    3.13% of the 13F portfolio, value $5,197,626.

    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 161,541 shares
    Change vs previous 13F +10,985 shares

    2.86% of the 13F portfolio, value $4,363,222.

    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 150,556 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $4,402,378.

    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).