Holos Integrated Wealth LLC
Position in UBSI — United Bankshares Inc/Wv
CIK 2080096
KENNETT SQUARE, PA
Position in UBSI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,658
+$256 QoQ
Shares Held
58
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#423
of 449 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Holos Integrated Wealth LLC holds $15,283 across 3 Banks - Regional names. UBSI ranks #3 (17.4% of the industry book) .
All Filings in UBSI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,658 | 58 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,402 | 58 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,227 | 58 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $2,158 | 58 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $2,112 | 58 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,010 | 58 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $2,177 | 58 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||