Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001437749-25-026425
Filing Date
2025-08-13
Accepted
2025-08-13 13:03:00
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-08-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1810
2 F13InfoTable_77027.html INFORMATION TABLE  
2 F13InfoTable_77027.xml INFORMATION TABLE 120373
  Complete submission text file 0001437749-25-026425.txt   123402
Mailing Address 224 EAST STREET RD. OFFICE B2AB KENNETT SQUARE PA 19348
Business Address 224 EAST ST. RD KENNETT SQUARE PA 19348 610-639-9843
Holos Integrated Wealth LLC (Filer) CIK: 0002080096 (see all company filings)

EIN.: 810885394 | State of Incorp.: PA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-25695 | Film No.: 251210244