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Disclosery

Holos Integrated Wealth LLC: SCHD position timeline

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

Holos Integrated Wealth LLC held 195,498 SCHD 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 195,498 shares
    Change vs previous 13F -6,001 shares

    2.97% of the 13F portfolio, value $6,361,514.

    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 201,499 shares
    Change vs previous 13F -670 shares

    3.12% of the 13F portfolio, value $6,157,796.

    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 202,169 shares
    Change vs previous 13F +48,067 shares

    3.13% of the 13F portfolio, value $5,606,150.

    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 154,102 shares
    Change vs previous 13F +1,987 shares

    2.41% of the 13F portfolio, value $4,089,855.

    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 152,115 shares
    Change vs previous 13F +380 shares

    2.46% of the 13F portfolio, value $4,088,851.

    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 151,735 shares
    Change vs previous 13F -4,430 shares

    2.78% of the 13F portfolio, value $4,242,508.

    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 156,165 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $4,266,426.

    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).