Position in SE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,433
-$19,142 QoQ
Shares Held
88
-73.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#668
of 770 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SE Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026Holos Integrated Wealth LLC holds $1,557,059 across 4 Internet Retail names. SE ranks #3 (0.5% of the industry book) .
All Filings in SE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,433 | 88 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $27,575 | 333 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $42,480 | 333 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $59,517 | 333 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $14,074 | 88 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,483 | 88 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $9,336 | 88 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||