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Disclosery

Olistico Wealth, LLC: SPY position timeline

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

Olistico Wealth, LLC held 3,932 SPY 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 3,932 shares
    Change vs previous 13F -3 shares

    1.25% of the 13F portfolio, value $2,998,398.

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

  2. period ended2026-06-30
    13F 3,935 shares
    Change vs previous 13F +2 shares

    1.26% of the 13F portfolio, value $2,938,200.

    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 3,933 shares
    Change vs previous 13F -752 shares

    1.26% of the 13F portfolio, value $2,558,088.

    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 4,685 shares
    Change vs previous 13F -74 shares

    1.56% of the 13F portfolio, value $3,195,018.

    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 4,759 shares
    Change vs previous 13F +56 shares

    1.68% of the 13F portfolio, value $3,170,582.

    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 4,703 shares
    Change vs previous 13F -1 shares

    1.61% of the 13F portfolio, value $2,906,052.

    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 4,704 shares
    Change vs previous 13F -163 shares

    1.63% of the 13F portfolio, value $2,631,678.

    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 4,867 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $2,852,205.

    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).