13F-HR filed by Fi3 FINANCIAL ADVISORS, LLC
Fi3 FINANCIAL ADVISORS, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-07, with 218 holding rows worth $346,442,282.
- Accession
- 0001765380-26-000182
- Filer
- CIK 1862427
- Filed
- 2026-05-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 218 entries on the cover page, a total value of $346,442,282 stated on the cover page (in dollars after the unit check, H1), rows summing to $346,442,282 with VALUE read as dollars as filed, 13F file number 028-21253. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 76,471 | $49,951,683 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 647,394 | $41,484,987 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 320,983 | $39,901,377 | dollars as filed | |
| SPY | 78462F103 | SHS | 25,988 | $16,947,856 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 15,597 | $14,345,208 | dollars as filed | |
| VTI | 922908769 | COM | 41,522 | $13,320,778 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 480,724 | $12,792,071 | dollars as filed | |
| Apple Inc | 037833100 | COM | 43,955 | $11,155,438 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 48,346 | $8,431,948 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 26,726 | $7,000,956 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 21,529 | $6,184,464 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 16,443 | $6,086,540 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 25,218 | $5,252,082 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 51,138 | $4,967,007 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 7,234 | $4,322,584 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 44,507 | $4,029,180 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 9,824 | $3,040,764 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 4,130 | $2,362,954 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 7,601 | $2,235,873 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 5,953 | $2,213,028 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 4,196 | $2,010,723 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 9,701 | $1,645,893 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 11,946 | $1,487,600 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y201 | MUN INM ETF | 50,187 | $1,362,577 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 3,977 | $1,344,171 | dollars as filed | |
| MARKELGROUPINC | 570535104 | STOK | 668 | $1,278,599 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 5,136 | $1,255,359 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 8,314 | $1,200,812 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 3,970 | $1,199,872 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 7,678 | $1,192,256 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,173 | $1,168,399 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 13,119 | $1,163,659 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 7,528 | $1,101,196 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 10,874 | $1,045,521 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 2,867 | $1,022,258 | dollars as filed | |
| General Electric Company | 369604301 | COM | 3,583 | $1,017,980 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 3,911 | $980,018 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 7,748 | $938,479 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 30,834 | $898,194 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 14,620 | $886,681 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 1,250 | $885,241 | dollars as filed | |
| GENASYS INC | 36872P103 | CMN | 480,692 | $874,859 | dollars as filed | |
| SIRIUSPOINT LTD | G8192H106 | COM | 37,107 | $799,285 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 576 | $794,298 | dollars as filed | |
| ISHARES TR | 464288521 | CRE U S REIT ETF | 13,096 | $775,169 | dollars as filed | |
| PG&E CORP COM | 69331C108 | Stock | 42,971 | $757,156 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 865 | $731,374 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 809 | $706,550 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 6,186 | $701,554 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 9,415 | $701,418 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 3,656 | $694,688 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 3,326 | $688,095 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 161 | $677,862 | dollars as filed | |
| Boeing Company | 097023105 | COM | 3,385 | $673,742 | dollars as filed | |
| Intel Corp | 458140100 | COM | 15,263 | $673,538 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 11,206 | $658,707 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 4,088 | $652,856 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 2,397 | $648,365 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 1,812 | $647,814 | dollars as filed | |
| MESOBLAST LTD | 590717401 | SPONS ADR | 42,015 | $646,191 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 13,251 | $645,969 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 1,875 | $640,856 | dollars as filed | |
| IJH | 464287507 | COM | 8,900 | $600,985 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 987 | $596,696 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,775 | $583,768 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 3,314 | $574,861 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 4,549 | $574,448 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 4,070 | $562,917 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 2,627 | $561,926 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 2,910 | $561,273 | dollars as filed | |
| EDISON INTL COM | 281020107 | Stock | 7,669 | $561,217 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 2,695 | $560,803 | dollars as filed | |
| LAKELAND FINL CORP | 511656100 | COM | 9,682 | $555,557 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 5,904 | $554,819 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 2,686 | $546,413 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 3,711 | $545,934 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 4,298 | $544,112 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,066 | $532,767 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 4,233 | $519,728 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 1,585 | $518,262 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 7,501 | $511,118 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 6,380 | $495,046 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 7,237 | $481,116 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 4,506 | $462,657 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 2,477 | $451,169 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 4,797 | $445,547 | dollars as filed | |
| TECHNIPFMC PLC COM | G87110105 | Stock | 6,415 | $443,763 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 1,961 | $424,765 | dollars as filed | |
| HUNT J B TRANS SVCS INC COM | 445658107 | Stock | 1,996 | $422,952 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 1,422 | $419,988 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 2,995 | $417,441 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,542 | $417,292 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,703 | $412,790 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 3,120 | $409,543 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 3,747 | $405,613 | dollars as filed | |
| Linde plc | G54950103 | COM | 809 | $401,199 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 13,074 | $398,757 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 3,802 | $397,499 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 905 | $394,645 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,814 | $394,577 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 1,179 | $388,578 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 1,451 | $387,089 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 1,697 | $383,622 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 4,982 | $381,932 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 893 | $379,829 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 514 | $379,494 | dollars as filed | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 11,514 | $376,968 | dollars as filed | |
| FIFTH THIRD BANCORP COM | 316773100 | Stock | 7,885 | $371,486 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 1,866 | $369,969 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 1,235 | $366,128 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 5,078 | $365,261 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 1,053 | $361,491 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 415 | $359,633 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 2,704 | $356,876 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 4,865 | $354,053 | dollars as filed | |
| ILLUMINA INC | 452327109 | COM | 2,869 | $353,633 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 2,147 | $353,332 | dollars as filed | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 1,081 | $351,736 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 648 | $348,712 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 12,391 | $347,925 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 3,532 | $340,379 | dollars as filed | |
| VERISIGN INC COM | 92343E102 | Stock | 1,367 | $339,508 | dollars as filed | |
| INCYTE CORP COM | 45337C102 | Stock | 3,577 | $336,667 | dollars as filed | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 1,147 | $334,557 | dollars as filed | |
| American Express Company | 025816109 | COM | 1,106 | $334,546 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 1,371 | $333,263 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,763 | $329,099 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 4,672 | $325,883 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 3,926 | $320,833 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 694 | $319,927 | dollars as filed | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 2,631 | $312,400 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 980 | $311,644 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 4,878 | $306,095 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,821 | $304,612 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 2,294 | $302,212 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 1,650 | $301,055 | dollars as filed | |
| TAPESTRY INC COM | 876030107 | Stock | 2,104 | $296,895 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 1,283 | $296,232 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 1,964 | $296,210 | dollars as filed | |
| ITT INC COM | 45073V108 | Stock | 1,548 | $295,322 | dollars as filed | |
| TEXAS ROADHOUSE INC COM | 882681109 | Stock | 1,778 | $293,619 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739N108 | MANAGD MUN ETF | 5,761 | $291,852 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 1,264 | $291,301 | dollars as filed | |
| AMERIPRISE FINL INC COM | 03076C106 | Stock | 651 | $289,304 | dollars as filed | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 2,115 | $288,646 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 3,254 | $284,978 | dollars as filed | |
| AXIS CAP HLDGS LTD SHS | G0692U109 | Stock | 2,794 | $284,571 | dollars as filed | |
| ULTA BEAUTY INC COM | 90384S303 | Stock | 540 | $282,263 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 1,826 | $279,561 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 3,022 | $279,535 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 3,496 | $278,295 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 6,673 | $277,942 | dollars as filed | |
| LAS VEGAS SANDS CORP COM | 517834107 | Stock | 5,134 | $276,597 | dollars as filed | |
| SPDR S&P 600 Small Cap Value ETF | 78464A300 | SHS | 2,922 | $276,363 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 3,151 | $273,003 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 282 | $271,202 | dollars as filed | |
| AMETEK INC COM | 031100100 | Stock | 1,265 | $271,178 | dollars as filed | |
| NEW YORK TIMES CO MTN BE CL A | 650111107 | Stock | 3,229 | $270,364 | dollars as filed | |
| FIVE BELOW INC COM | 33829M101 | Stock | 1,181 | $269,835 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 424 | $269,384 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 2,669 | $268,416 | dollars as filed | |
| RALPH LAUREN CORP | 751212101 | CL A | 775 | $267,333 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 1,100 | $266,870 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 782 | $265,252 | dollars as filed | |
| KLA CORP | 482480100 | COM | 180 | $265,034 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 808 | $259,966 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 2,586 | $254,446 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 439 | $253,382 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 8,731 | $253,097 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 784 | $253,060 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 4,995 | $252,797 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 890 | $252,588 | dollars as filed | |
| Deere & Company | 244199105 | COM | 447 | $252,423 | dollars as filed | |
| SCHD | 808524797 | COM | 8,220 | $252,190 | dollars as filed | |
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 2,251 | $247,115 | dollars as filed | |
| BORGWARNER INC COM | 099724106 | Stock | 4,538 | $246,232 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 4,856 | $243,766 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 611 | $237,209 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 1,628 | $236,371 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 1,930 | $233,933 | dollars as filed | |
| CITIZENS FINL GROUP INC COM | 174610105 | Stock | 3,887 | $233,103 | dollars as filed | |
| HF SINCLAIR CORP COM | 403949100 | Stock | 3,681 | $229,682 | dollars as filed | |
| IQVIA HLDGS INC COM | 46266C105 | Stock | 1,346 | $229,547 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 634 | $226,650 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 927 | $226,281 | dollars as filed | |
| ROYAL GOLD INC | 780287108 | COM | 885 | $225,224 | dollars as filed | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 2,872 | $225,194 | dollars as filed | |
| MUELLER INDS INC COM | 624756102 | Stock | 2,030 | $224,924 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 4,154 | $218,805 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 1,092 | $218,389 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 693 | $215,310 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 1,024 | $215,071 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 360 | $213,473 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 7,435 | $213,450 | dollars as filed | |
| TYSON FOODS INC CL A | 902494103 | Stock | 3,324 | $212,969 | dollars as filed | |
| MOHAWK INDS INC | 608190104 | COM | 2,157 | $212,378 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 4,285 | $211,550 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 1,204 | $211,495 | dollars as filed | |
| TARGA RES CORP COM | 87612G101 | Stock | 843 | $211,365 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 792 | $211,293 | dollars as filed | |
| TEXTRON INC COM | 883203101 | Stock | 2,411 | $211,155 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 1,062 | $210,535 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 6,556 | $209,858 | dollars as filed | |
| NORTHERN TR CORP COM | 665859104 | Stock | 1,490 | $208,681 | dollars as filed | |
| MARKETAXESS HLDGS INC | 57060D108 | COM | 1,258 | $207,545 | dollars as filed | |
| INSULET CORP COM | 45784P101 | Stock | 985 | $206,692 | dollars as filed | |
| CARMAX INC COM | 143130102 | Stock | 4,905 | $203,950 | dollars as filed | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 1,783 | $203,812 | dollars as filed | |
| COPART INC COM | 217204106 | Stock | 6,135 | $203,682 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 824 | $203,594 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 3,589 | $202,994 | dollars as filed | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 2,517 | $202,342 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 1,231 | $202,044 | dollars as filed | |
| BIOMARIN PHARMACEUTICAL INC | 09061G101 | COM | 3,573 | $201,839 | dollars as filed | |
| LARIMAR THERAPEUTICS INC | 517125100 | COM | 29,493 | $132,719 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 1,500 | $117,990 | dollars as filed | |
| INOTIV INC | 45783Q100 | COM | 65,710 | $17,906 | dollars as filed | |
| ALIGHT INC | 01626W101 | COM CL A | 10,051 | $5,857 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001765380-26-000182 | this filing | 2026-05-07 | acceptance time not in the bulk data set |