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Disclosery

Olistico Wealth, LLC: IWP position timeline

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

Olistico Wealth, LLC held 3,528 IWP 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 3,528 shares
    Change vs previous 13F -1,273 shares

    0.2% of the 13F portfolio, value $485,747.

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

  2. period ended2026-06-30
    13F 4,801 shares
    Change vs previous 13F -440 shares

    0.3% of the 13F portfolio, value $702,843.

    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 5,241 shares
    Change vs previous 13F -717 shares

    0.33% of the 13F portfolio, value $671,511.

    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 5,958 shares
    Change vs previous 13F -2,883 shares

    0.4% of the 13F portfolio, value $815,956.

    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 8,841 shares
    Change vs previous 13F -596 shares

    0.67% of the 13F portfolio, value $1,258,985.

    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 9,437 shares
    Change vs previous 13F -12,788 shares

    0.73% of the 13F portfolio, value $1,308,772.

    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 22,225 shares
    Change vs previous 13F -551 shares

    1.61% of the 13F portfolio, value $2,611,247.

    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 22,776 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $2,886,807.

    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).