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Disclosery

Holos Integrated Wealth LLC: VO position timeline

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

Holos Integrated Wealth LLC held 83,406 VO 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 83,406 shares
    Change vs previous 13F +62,481 shares

    3.14% of the 13F portfolio, value $6,723,385.

    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 20,925 shares
    Change vs previous 13F -1,350 shares

    3.08% of the 13F portfolio, value $6,090,959.

    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 22,275 shares
    Change vs previous 13F -5,658 shares

    3.64% of the 13F portfolio, value $6,518,361.

    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 27,933 shares
    Change vs previous 13F +13 shares

    4.71% of the 13F portfolio, value $7,996,420.

    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 27,920 shares
    Change vs previous 13F +146 shares

    4.76% of the 13F portfolio, value $7,916,422.

    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 27,774 shares
    Change vs previous 13F +8 shares

    4.71% of the 13F portfolio, value $7,182,868.

    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 27,766 shares
    Change vs previous 13F not available

    5.01% of the 13F portfolio, value $7,333,707.

    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).