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Disclosery

Olistico Wealth, LLC: JPM position timeline

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

Olistico Wealth, LLC held 5,709 JPM 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 5,709 shares
    Change vs previous 13F -86 shares

    0.79% of the 13F portfolio, value $1,888,708.

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

  2. period ended2026-06-30
    13F 5,795 shares
    Change vs previous 13F -262 shares

    0.81% of the 13F portfolio, value $1,896,877.

    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 6,057 shares
    Change vs previous 13F +183 shares

    0.88% of the 13F portfolio, value $1,781,727.

    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 5,874 shares
    Change vs previous 13F -98 shares

    0.92% of the 13F portfolio, value $1,892,720.

    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 5,972 shares
    Change vs previous 13F -15 shares

    1% of the 13F portfolio, value $1,883,748.

    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 5,987 shares
    Change vs previous 13F +600 shares

    0.96% of the 13F portfolio, value $1,735,691.

    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 5,387 shares
    Change vs previous 13F -190 shares

    0.82% of the 13F portfolio, value $1,321,431.

    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 5,577 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,336,863.

    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).