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Disclosery

Holos Integrated Wealth LLC: VB position timeline

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

Holos Integrated Wealth LLC held 8,744 VB 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 8,744 shares
    Change vs previous 13F -109 shares

    1.22% of the 13F portfolio, value $2,610,190.

    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 8,853 shares
    Change vs previous 13F -191 shares

    1.19% of the 13F portfolio, value $2,350,958.

    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 9,044 shares
    Change vs previous 13F -337 shares

    1.32% of the 13F portfolio, value $2,365,477.

    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 9,381 shares
    Change vs previous 13F -35 shares

    1.37% of the 13F portfolio, value $2,327,341.

    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 9,416 shares
    Change vs previous 13F -1,306 shares

    1.36% of the 13F portfolio, value $2,260,969.

    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 10,722 shares
    Change vs previous 13F -22,696 shares

    1.56% of the 13F portfolio, value $2,377,608.

    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 33,418 shares
    Change vs previous 13F not available

    5.49% of the 13F portfolio, value $8,029,784.

    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).