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Disclosery

Olistico Wealth, LLC: DFAT position timeline

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

Olistico Wealth, LLC held 31,601 DFAT 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 31,601 shares
    Change vs previous 13F +565 shares

    0.88% of the 13F portfolio, value $2,099,595.

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

  2. period ended2026-06-30
    13F 31,036 shares
    Change vs previous 13F +1,324 shares

    0.93% of the 13F portfolio, value $2,169,443.

    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 29,712 shares
    Change vs previous 13F +5,217 shares

    0.91% of the 13F portfolio, value $1,855,538.

    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 24,495 shares
    Change vs previous 13F +11,274 shares

    0.71% of the 13F portfolio, value $1,458,455.

    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 13,221 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $769,616.

    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 13,221 shares
    Change vs previous 13F -50 shares

    0.4% of the 13F portfolio, value $713,425.

    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 13,271 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $683,325.

    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 13,271 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $738,652.

    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).