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Disclosery

Olistico Wealth, LLC: IJR position timeline

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

Olistico Wealth, LLC held 11,656 IJR 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 11,656 shares
    Change vs previous 13F +41 shares

    0.66% of the 13F portfolio, value $1,585,644.

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

  2. period ended2026-06-30
    13F 11,615 shares
    Change vs previous 13F -1,571 shares

    0.74% of the 13F portfolio, value $1,722,594.

    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 13,186 shares
    Change vs previous 13F -482 shares

    0.81% of the 13F portfolio, value $1,639,211.

    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 13,668 shares
    Change vs previous 13F -14,637 shares

    0.8% of the 13F portfolio, value $1,642,599.

    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 28,305 shares
    Change vs previous 13F +853 shares

    1.78% of the 13F portfolio, value $3,363,522.

    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 27,452 shares
    Change vs previous 13F +3,278 shares

    1.67% of the 13F portfolio, value $3,000,276.

    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 24,174 shares
    Change vs previous 13F +1,094 shares

    1.56% of the 13F portfolio, value $2,527,933.

    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 23,080 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $2,659,256.

    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).