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Disclosery

Olistico Wealth, LLC: DFAS position timeline

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

Olistico Wealth, LLC held 41,316 DFAS 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 41,316 shares
    Change vs previous 13F +650 shares

    1.34% of the 13F portfolio, value $3,198,692.

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

  2. period ended2026-06-30
    13F 40,666 shares
    Change vs previous 13F +1,569 shares

    1.43% of the 13F portfolio, value $3,348,446.

    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 39,097 shares
    Change vs previous 13F +12,298 shares

    1.37% of the 13F portfolio, value $2,780,976.

    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 26,799 shares
    Change vs previous 13F +10,065 shares

    0.91% of the 13F portfolio, value $1,867,093.

    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 16,734 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,145,616.

    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 16,734 shares
    Change vs previous 13F -310 shares

    0.59% of the 13F portfolio, value $1,066,129.

    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 17,044 shares
    Change vs previous 13F -369 shares

    0.63% of the 13F portfolio, value $1,018,435.

    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 17,413 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,133,225.

    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).