Holos Integrated Wealth LLC
Position in BHF — Brighthouse Financial, Inc.
CIK 2080096
KENNETT SQUARE, PA
Position in BHF
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$189
+$10 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#447
of 468 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BHF Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Holos Integrated Wealth LLC holds $14,553 across 3 Insurance - Life names. BHF ranks #3 (1.3% of the industry book) .
All Filings in BHF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189 | 3 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $179 | 3 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $194 | 3 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $159 | 3 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $161 | 3 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $173 | 3 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $144 | 3 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||