Skip to content
Disclosery

Holos Integrated Wealth LLC: SFLR position timeline

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

Holos Integrated Wealth LLC held 125,326 SFLR 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 125,326 shares
    Change vs previous 13F +9,299 shares

    2.27% of the 13F portfolio, value $4,851,376.

    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 116,027 shares
    Change vs previous 13F +8,088 shares

    2.1% of the 13F portfolio, value $4,154,942.

    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 107,939 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $3,985,108.

    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).