Skip to content
Disclosery

Holos Integrated Wealth LLC: VGHY position timeline

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

Holos Integrated Wealth LLC held 106,344 VGHY 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 106,344 shares
    Change vs previous 13F +15,786 shares

    3.71% of the 13F portfolio, value $7,938,562.

    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 90,558 shares
    Change vs previous 13F +13,510 shares

    3.42% of the 13F portfolio, value $6,753,803.

    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 77,048 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $5,806,351.

    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).