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Olistico Wealth, LLC: V position timeline

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

Olistico Wealth, LLC held 3,134 V 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 3,134 shares
    Change vs previous 13F -8 shares

    0.47% of the 13F portfolio, value $1,126,187.

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

  2. period ended2026-06-30
    13F 3,142 shares
    Change vs previous 13F +37 shares

    0.46% of the 13F portfolio, value $1,078,033.

    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 3,105 shares
    Change vs previous 13F -276 shares

    0.46% of the 13F portfolio, value $938,494.

    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 3,381 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,185,744.

    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 3,381 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $1,154,199.

    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 3,381 shares
    Change vs previous 13F +416 shares

    0.67% of the 13F portfolio, value $1,200,417.

    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 2,965 shares
    Change vs previous 13F -68 shares

    0.64% of the 13F portfolio, value $1,039,458.

    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 3,033 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $958,543.

    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).