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Disclosery

Olistico Wealth, LLC: CGUS position timeline

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

Olistico Wealth, LLC held 68,306 CGUS shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 68,306 shares
    Change vs previous 13F +8 shares

    1.27% of the 13F portfolio, value $3,039,620.

    13F-HR 0001962695-26-000005 filed by Olistico Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 68,298 shares
    Change vs previous 13F +10 shares

    1.3% of the 13F portfolio, value $3,037,893.

    13F-HR 0001962695-26-000003 filed by Olistico 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 ended2026-03-31
    13F 68,288 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $2,623,628.

    13F-HR 0001962695-26-000002 filed by Olistico 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 ended2025-12-31
    13F 68,288 shares
    Change vs previous 13F +21 shares

    1.34% of the 13F portfolio, value $2,747,229.

    13F-HR 0001962695-26-000001 filed by Olistico 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 ended2025-09-30
    13F 68,267 shares
    Change vs previous 13F +11 shares

    1.43% of the 13F portfolio, value $2,699,278.

    13F-HR 0001962695-25-000005 filed by Olistico 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 ended2025-06-30
    13F 68,256 shares
    Change vs previous 13F +12 shares

    1.4% of the 13F portfolio, value $2,520,687.

    13F-HR 0001962695-25-000003 filed by Olistico 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 ended2025-03-31
    13F 68,244 shares
    Change vs previous 13F -1 shares

    1.41% of the 13F portfolio, value $2,279,382.

    13F-HR 0001965653-25-000005 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 68,245 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $2,386,527.

    13F-HR 0001962695-25-000001 filed by Olistico Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).