13F-HR filed by Halpern Financial, Inc.
Halpern Financial, Inc. filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-04-09, with 210 holding rows worth $344,448,195.
- Accession
- 0001994335-24-000002
- Filer
- CIK 1994335
- Filed
- 2024-04-09
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2024
A holdings report, 210 entries on the cover page, a total value of $344,448,195 stated on the cover page (in dollars after the unit check, H1), rows summing to $344,448,195 with VALUE read as dollars as filed, 13F file number 028-23388. 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 S&P 500 Value ETF | 464287408 | SHS | 264,339 | $48,688,552 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 61,668 | $32,192,765 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 379,088 | $31,335,433 | dollars as filed | |
| SPDW | 78463X889 | COM | 742,034 | $26,460,932 | dollars as filed | |
| SCHD | 808524797 | COM | 278,380 | $22,139,561 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 250,404 | $21,111,561 | dollars as filed | |
| VWO | 922042858 | SHS | 317,306 | $13,371,269 | dollars as filed | |
| Fidelity MSCI Information Technology Index ETF | 316092808 | SHS | 85,906 | $13,292,235 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 159,282 | $11,755,012 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 100,423 | $10,862,792 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092782 | VLU FACTOR ETF | 177,079 | $10,015,610 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q104 | INFL MANA BD ETF | 208,853 | $9,709,576 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 28,539 | $9,555,376 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 42,291 | $9,479,424 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 17,573 | $8,388,445 | dollars as filed | |
| IJH | 464287507 | COM | 128,603 | $7,695,592 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 42,490 | $6,849,813 | dollars as filed | |
| SPY | 78462F103 | SHS | 10,504 | $5,455,753 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 38,595 | $4,604,361 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 73,467 | $3,815,166 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092600 | MSCI HLTH CARE I | 50,630 | $3,442,840 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 42,185 | $3,389,565 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 16,810 | $3,066,312 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 8,886 | $3,044,077 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 10,359 | $1,836,481 | dollars as filed | |
| iShares Russell Midcap ETF | 464287499 | SHS | 18,289 | $1,517,272 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 4,498 | $1,439,540 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 6,595 | $1,357,393 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,064 | $1,287,558 | dollars as filed | |
| NASDAQ INC COM | 631103108 | Stock | 19,800 | $1,219,284 | dollars as filed | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 8,669 | $1,114,937 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 11,100 | $1,024,752 | dollars as filed | |
| JOHN MARSHALL BANCORP INC | 47805L101 | COMMON STOCK | 49,730 | $883,205 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 1,593 | $871,883 | dollars as filed | |
| Apple Inc | 037833100 | COM | 4,337 | $735,772 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 5,196 | $583,211 | dollars as filed | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 4,327 | $535,795 | dollars as filed | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 3,065 | $476,389 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,000 | $464,760 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 538 | $424,434 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 814 | $342,246 | dollars as filed | |
| Vanguard S&P 500 Growth ETF | 921932505 | SHS | 1,081 | $328,539 | dollars as filed | |
| UNITED BANKSHARES INC WEST VA COM | 909907107 | Stock | 9,450 | $323,379 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 400 | $310,396 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,490 | $295,467 | dollars as filed | |
| VTI | 922908769 | COM | 1,134 | $292,232 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 401 | $283,143 | dollars as filed | |
| Intel Corp | 458140100 | COM | 6,486 | $261,580 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,644 | $256,711 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,559 | $240,491 | dollars as filed | |
| BLACK STONE MINERALS L P | 09225M101 | COM UNIT | 11,500 | $191,130 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 730 | $174,054 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 574 | $164,032 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E302 | DJ INTERNT IDX | 774 | $158,593 | dollars as filed | |
| VANGUARD S&P MID-CAP 400 VALUE ETF | 921932844 | ETF | 1,748 | $155,572 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 350 | $149,261 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 2,320 | $132,449 | dollars as filed | |
| QUALYS INC COM | 74758T303 | Stock | 795 | $131,922 | dollars as filed | |
| AMPLIFY ETF TR | 032108607 | BLOCK TECHN ETF | 3,560 | $123,944 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 1,965 | $122,911 | dollars as filed | |
| ASTRAZENECA PLC SPONSORED ADR | 046353108 | ADR | 1,827 | $122,062 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 2,483 | $121,021 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V449 | S&P 100 EQL WIGH | 1,275 | $119,468 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 257 | $115,110 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 1,420 | $112,748 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 1,450 | $103,414 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 400 | $96,280 | dollars as filed | |
| IRON MTN INC DEL COM | 46284V101 | REIT | 1,212 | $96,003 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 610 | $95,386 | dollars as filed | |
| IDEAYA BIOSCIENCES INC COM | 45166A102 | Stock | 2,250 | $94,838 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 1,850 | $91,335 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 700 | $88,368 | dollars as filed | |
| TREX CO INC | 89531P105 | COM | 900 | $85,680 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 461 | $82,962 | dollars as filed | |
| VANGUARD ADMIRAL FDS INC | 921932869 | MIDCP 400 GRTH | 740 | $82,714 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733B100 | WTR ETF | 810 | $81,697 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED ALP | 33735J101 | COM SHS | 1,040 | $78,759 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 158 | $78,528 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 1,300 | $77,779 | dollars as filed | |
| SBA COMMUNICATIONS CORP CL A | 78410G104 | REIT | 350 | $75,124 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 931 | $69,844 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 945 | $69,015 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 150 | $68,961 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 512 | $66,509 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 355 | $64,578 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 221 | $61,208 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V241 | S&P500 QUALITY | 988 | $59,379 | dollars as filed | |
| ZETA GLOBAL HOLDINGS CORP CL A | 98956A105 | Stock | 5,300 | $55,809 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 219 | $52,899 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 1,180 | $49,702 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 195 | $48,110 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 2,726 | $48,005 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092790 | QLTY FCTOR ETF | 800 | $46,696 | dollars as filed | |
| ARBOR REALTY TRUST INC | 038923108 | COM | 3,509 | $45,582 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 330 | $45,339 | dollars as filed | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 665 | $45,027 | dollars as filed | |
| TEXAS PACIFIC LAND CORPORATION COM | 88262P102 | Stock | 75 | $44,018 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 329 | $43,306 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 700 | $43,148 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 118 | $42,468 | dollars as filed | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 600 | $42,126 | dollars as filed | |
| Linde plc | G54950103 | COM | 86 | $39,772 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 648 | $37,927 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 307 | $36,794 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 320 | $36,589 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 200 | $35,466 | dollars as filed | |
| NTNLGRIDPLCADRFSPONSOREDADR1ADRREPS5ORDSHS | 636274409 | STOK | 517 | $35,239 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 76 | $33,600 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 1,440 | $32,688 | dollars as filed | |
| SANDY SPRING BANCORP INC | 800363103 | COMMON STOCK | 1,500 | $32,325 | dollars as filed | |
| Vanguard S&P Mid-Cap 400 ETF | 921932885 | SHS | 316 | $32,049 | dollars as filed | |
| FISERV INC | 337738108 | COM | 202 | $31,851 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 350 | $31,850 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 92 | $30,570 | dollars as filed | |
| WISDOMTREE TR | 97717W406 | US AI ENHANCED | 300 | $30,211 | dollars as filed | |
| HACKETT GROUP INC | 404609109 | COM | 1,200 | $28,368 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 742 | $28,159 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 100 | $26,378 | dollars as filed | |
| PRINCIPAL FINANCIAL GROUP INC COM | 74251V102 | Stock | 296 | $25,388 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 100 | $25,158 | dollars as filed | |
| ESSENTIAL UTILS INC COM | 29670G102 | Stock | 658 | $23,708 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 116 | $22,662 | dollars as filed | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 192 | $22,439 | dollars as filed | |
| CLOROX CO DEL | 189054109 | COM | 150 | $22,025 | dollars as filed | |
| ISHARES TR | 46434V456 | MSCI INTL QUALTY | 552 | $21,732 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 450 | $21,686 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 127 | $21,549 | dollars as filed | |
| ENTERGY CORP NEW COM | 29364G103 | Stock | 203 | $21,193 | dollars as filed | |
| RIVIAN AUTOMOTIVE INC COM CL A | 76954A103 | Stock | 2,000 | $21,080 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 131 | $21,018 | dollars as filed | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 324 | $20,393 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 174 | $19,363 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 152 | $19,239 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 98 | $18,708 | dollars as filed | |
| EQT CORP COM | 26884L109 | Stock | 500 | $18,595 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 109 | $18,353 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 300 | $17,829 | dollars as filed | |
| VALE S A | 91912E105 | SPONSORED ADS | 1,458 | $17,613 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 71 | $17,348 | dollars as filed | |
| General Electric Company | 369604301 | COM | 119 | $17,329 | dollars as filed | |
| COUSINSPPTYSINC | 222795502 | STOK | 760 | $17,260 | dollars as filed | |
| TILRAY INC | 88688T100 | COM CL 2 | 5,866 | $16,718 | dollars as filed | |
| HCA Healthcare Inc | 40412C101 | COM | 50 | $16,610 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 60 | $16,532 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 176 | $16,401 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 185 | $16,193 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 120 | $16,172 | dollars as filed | |
| ZEROFOX HLDGS INC | 98955G103 | COMMON | 13,419 | $15,163 | dollars as filed | |
| INVENTRUST PPTYS CORP COM NEW | 46124J201 | REIT | 616 | $15,037 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 61 | $14,953 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 202 | $14,427 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 158 | $13,926 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 332 | $13,788 | dollars as filed | |
| Fidelity MSCI Energy Index ETF | 316092402 | SHS | 500 | $13,305 | dollars as filed | |
| TECK RESOURCES LTD CL B | 878742204 | Stock | 267 | $12,779 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 100 | $12,699 | dollars as filed | |
| RIO TINTO PLC SPONSORED ADR | 767204100 | ADR | 186 | $12,016 | dollars as filed | |
| BHP BILLITON LIMITED SPONSORED ADS | 088606108 | ADR | 203 | $11,945 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 123 | $11,804 | dollars as filed | |
| RESMED INC COM | 761152107 | Stock | 57 | $10,604 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 145 | $9,856 | dollars as filed | |
| G III APPAREL GROUP LTD | 36237H101 | COM | 350 | $9,657 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 96 | $9,365 | dollars as filed | |
| Boeing Company | 097023105 | COM | 48 | $8,876 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 70 | $8,507 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 95 | $8,075 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 23 | $8,058 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 37 | $7,673 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 336920103 | US EQTY OPPT ETF | 70 | $7,256 | dollars as filed | |
| L3HARRIS TECHNOLOGIES INC COM | 502431109 | Stock | 35 | $7,149 | dollars as filed | |
| APA CORPORATION COM | 03743Q108 | Stock | 200 | $7,042 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 108 | $7,031 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 43 | $7,020 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 43 | $6,806 | dollars as filed | |
| EVOLUS INC | 30052C107 | COM | 500 | $6,790 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 74 | $6,220 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 83 | $6,192 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 200 | $5,444 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 57 | $5,302 | dollars as filed | |
| MAGNITE INC COM | 55955D100 | Stock | 512 | $5,140 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 376 | $5,132 | dollars as filed | |
| AVALONBAY CMNTYS INC COM | 053484101 | REIT | 26 | $4,684 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 106 | $4,382 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 498 | $4,348 | dollars as filed | |
| INMODE LTD SHS | M5425M103 | Stock | 200 | $4,124 | dollars as filed | |
| ZSCALERINC | 98980G102 | STOK | 20 | $3,726 | dollars as filed | |
| TREEHOUSE FOODS INC COM | 89469A104 | Stock | 100 | $3,700 | dollars as filed | |
| SEMPRA COM | 816851109 | Stock | 50 | $3,549 | dollars as filed | |
| LIBERTY BROADBAND CORP | 530307305 | COM SER C | 59 | $3,148 | dollars as filed | |
| BLUE OWL CAPITAL CORPORATION COM | 69121K104 | CEF | 200 | $3,060 | dollars as filed | |
| ACLARIS THERAPEUTICS INC COM | 00461U105 | Stock | 1,500 | $1,875 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 15 | $1,785 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 10 | $1,593 | dollars as filed | |
| WOODSIDE ENERGY GROUP LTD SPONSORED ADR | 980228308 | ADR | 73 | $1,454 | dollars as filed | |
| AMARIN CORP PLC | 023111206 | SPONS ADR NEW | 1,292 | $1,370 | dollars as filed | |
| IQIYI INC SPONSORED ADS | 46267X108 | ADR | 250 | $1,078 | dollars as filed | |
| UNITED STATES STL CORP NEW | 912909108 | COM | 20 | $838 | dollars as filed | |
| PELOTON INTERACTIVE INC | 70614W100 | CL A COM | 200 | $806 | dollars as filed | |
| CHARGEPOINT HLDGS INC | 15961R105 | COM CL A | 350 | $641 | dollars as filed | |
| VIVOPOWER PLC | G9376R209 | CL A ORD SHS | 100 | $641 | dollars as filed | |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 36266G107 | Stock | 6 | $534 | dollars as filed | |
| 2SEVENTY BIO INC COMMON STOCK | 901384107 | Stock | 100 | $498 | dollars as filed | |
| KYNDRYL HLDGS INC | 50155Q100 | COMMON STOCK | 17 | $370 | dollars as filed | |
| BLUEBIRD BIO INC | 09609G100 | COM | 300 | $354 | dollars as filed | |
| CANOPY GROWTH CORPORATION COM NEW | 138035704 | Stock | 30 | $327 | dollars as filed | |
| PHUNWARE INC | 71948P209 | COM NEW | 30 | $244 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 1 | $95 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 4 | $45 | dollars as filed | |
| SAVARA INC | 805111101 | COM | 2 | $10 | dollars as filed | |
| MULLEN AUTOMOTIVE INC | 62526P406 | COM | 1 | $4 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001994335-24-000002 | this filing | 2024-04-09 | acceptance time not in the bulk data set |