Position in BFS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$15,479
+$1,991 QoQ
Shares Held
414
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#148
of 193 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BFS Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Holos Integrated Wealth LLC holds $15,479 across 1 REIT - Retail name. BFS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFS |
Saul Centers, Inc.
This page
|
414 | $15,479 |
All Filings in BFS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,479 | 414 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $13,488 | 414 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $13,053 | 414 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $13,194 | 414 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $14,133 | 414 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $14,932 | 414 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $16,063 | 414 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||