Back to OBIO
Holos Integrated Wealth LLC → OBIO
Holos Integrated Wealth LLC OBIO Position History
Orchestra BioMed Holdings, Inc. • Healthcare
Quarters held
5
Latest value
$292K
Q3 2026
Peak value
$292K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $163K |
| Q4 2025 | $222K |
| Q1 2026 | $220K |
| Q2 2026 | $204K |
| Q3 2026 | $292K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $292K | 51.6K | — | — |
| Q2 2026 | $204K | 51.6K | — | — |
| Q1 2026 | $220K | 51.6K | — | — |
| Q4 2025 | $222K | 51.6K | — | — |
| Q3 2025 | $163K | 51.6K | — | — |
Other funds holding OBIO
Other Holos Integrated Wealth LLC positions
FPF
$24.2MFirst Trust Laddered Buffer ETF
FPF
$22.3MFirst Trust Laddered Buffer ETF
FPF
$20.2MFirst Trust Laddered Buffer ETF
FPF
$19.9MFirst Trust Laddered Buffer ETF
FPF
$19.5MFirst Trust Laddered Buffer ETF
FPF
$14MFirst Trust TCW Unconstrained PLUS Bond
FIS
$12.2MFidelity Total Bond
FIS
$11.5MFidelity Total Bond