Skip to main content

Olistico Wealth, LLC

SEC CIK
0001962695
Latest filing
Oct 5, 2026

PHIN holding history

Phinia Inc. in every 13F filed by Olistico Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PHIN overviewAll 13F holders of PHINFull Q3 2026 holdings

Shares (Q3 2026)
192
Value
$11.4K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of PHIN by Olistico Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2026192$11.4K<0.1%−20−9.4%ReducedHolders
Q2 2026212$17.5K<0.1%00.0%UnchangedHolders
Q1 2026212$14.5K<0.1%00.0%UnchangedHolders
Q4 2025212$13.3K<0.1%+212NewHolders
Q3 20250$00.0%−212−100.0%Sold outHolders
Q2 2025212$9.43K<0.1%00.0%UnchangedHolders
Q1 2025212$8.99K<0.1%00.0%UnchangedHolders
Q4 2024212$10.2K<0.1%00.0%UnchangedHolders
Q3 2024212$9.76K<0.1%00.0%UnchangedHolders
Q2 2024212$8.34K<0.1%+212NewHolders