Holos Integrated Wealth LLC
Holdings in LGCY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $9,521,057 | 934,353 | Shares | Sole | 2026-01-05 |
| 2025-09-30 | $8,941,758 | 934,353 | Shares | Sole | 2026-01-05 |
| 2025-06-30 | $11,217,486 | 1,003,353 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $7,308,761 | 1,019,353 | Shares | Sole | 2025-08-08 |
| 2024-12-31 | $2,496,000 | 300,000 | Shares | Sole | 2025-08-08 |