Holos Integrated Wealth LLC
Position in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 2080096
KENNETT SQUARE, PA
Position in BJ
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,407
-$695 QoQ
Shares Held
62
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#547
of 632 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Holos Integrated Wealth LLC holds $431,116 across 4 Discount Stores names. BJ ranks #4 (1.3% of the industry book) .
All Filings in BJ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,407 | 62 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,102 | 62 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,581 | 62 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $5,781 | 62 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $6,685 | 62 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,074 | 62 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $5,539 | 62 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||