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Disclosery

Olistico Wealth, LLC: IWR position timeline

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

Olistico Wealth, LLC held 1,200 IWR 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 1,200 shares
    Change vs previous 13F -396 shares

    0.05% of the 13F portfolio, value $128,060.

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

  2. period ended2026-06-30
    13F 1,596 shares
    Change vs previous 13F -112 shares

    0.08% of the 13F portfolio, value $176,079.

    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 1,708 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $166,076.

    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 1,708 shares
    Change vs previous 13F -400 shares

    0.08% of the 13F portfolio, value $164,436.

    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 2,108 shares
    Change vs previous 13F -177 shares

    0.11% of the 13F portfolio, value $203,535.

    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 2,285 shares
    Change vs previous 13F -3 shares

    0.12% of the 13F portfolio, value $210,158.

    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 2,288 shares
    Change vs previous 13F -483 shares

    0.12% of the 13F portfolio, value $194,647.

    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 2,771 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $244,963.

    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).