Position in IR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$16,479
+$375 QoQ
Shares Held
201
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#731
of 885 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IR Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Olistico Wealth, LLC holds $296,420 across 7 Specialty Industrial Machinery names. IR ranks #3 (5.6% of the industry book) .
All Filings in IR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,479 | 201 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $16,104 | 201 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $15,923 | 201 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $16,719 | 201 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $16,086 | 201 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $18,182 | 201 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $19,730 | 201 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $18,258 | 201 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||