Holos Integrated Wealth LLC

Entity
Company
Business address
224 East St. Rd, 19348 Kennett Square, PA
Phone
610-639-9843
State of incorporation
PA
Fiscal year end
December 31
Signature 13F
Brian Stephenson - Chief Compliance Officer
All SEC filings
View on sec.gov
Holos Integrated Wealth LLC has filed 4 SEC EDGAR filings since 8/8/2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 15, 2025 Jun 30, 2025 028-25695
13F-HR Open Document Open Filing Aug 13, 2025 Jun 30, 2025 028-25695
13F-HR Open Document Open Filing Aug 8, 2025 Mar 31, 2025 028-25695
13F-HR Open Document Open Filing Aug 8, 2025 Dec 31, 2024 028-25695