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Disclosery

Holos Integrated Wealth LLC: VEA position timeline

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

Holos Integrated Wealth LLC held 41,595 VEA 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 41,595 shares
    Change vs previous 13F -1,177 shares

    1.37% of the 13F portfolio, value $2,944,076.

    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 42,772 shares
    Change vs previous 13F -405 shares

    1.41% of the 13F portfolio, value $2,784,020.

    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 43,177 shares
    Change vs previous 13F -1,694 shares

    1.52% of the 13F portfolio, value $2,728,789.

    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 44,871 shares
    Change vs previous 13F +814 shares

    1.56% of the 13F portfolio, value $2,655,442.

    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 44,057 shares
    Change vs previous 13F +530 shares

    1.54% of the 13F portfolio, value $2,556,181.

    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 43,527 shares
    Change vs previous 13F +2,306 shares

    1.45% of the 13F portfolio, value $2,212,468.

    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 41,221 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $1,971,210.

    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).