Holos Integrated Wealth LLC
Position in OBIO — Orchestra BioMed Holdings, Inc.
CIK 2080096
KENNETT SQUARE, PA
Position in OBIO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$222,632
+$3,354 QoQ
Shares Held
51,595
0.0% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#2
of 3 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in OBIO Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Holos Integrated Wealth LLC holds $242,891 across 3 Biotechnology names. OBIO ranks #1 (91.7% of the industry book) .
All Filings in OBIO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,632 | 51,595 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $219,278 | 51,595 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $214,119 | 51,595 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $127,955 | 51,595 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $138,274 | 51,595 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $220,826 | 51,595 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $206,380 | 51,595 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||