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4Thought Financial Group Inc.

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13F filer, CIK 1840261, SYOSSET, NY

4Thought Financial Group Inc. reported $212,802,790 across 99 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-28. Its ten largest share positions make up 69.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001213900-26-082062

Period
2026-06-30
Reported value
$213M
Holdings
99
Top 10 weight
69.41%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOadded+108,809$8.77M
TLTadded+43,381$3.75M
IBDWadded+56,938$1.19M
IBDXadded+45,200$1.14M
IBDVadded+51,000$1.11M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IVVreduced-9,183-$6.88M
SPYreduced-5,292-$3.95M
IJHreduced-30,629-$2.36M
IJRreduced-15,587-$2.31M
IEMGreduced-14,841-$1.23M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001213900-26-082062, largest first. % of portfolio is the value over $212,802,790, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,492 shares; 2024Q4: 83,243 shares; 2025Q1: 88,276 shares; 2025Q2: 83,998 shares; 2025Q3: 82,490 shares; 2025Q4: 85,587 shares; 2026Q1: 89,773 shares; 2026Q2: 84,481 shares 84,481$63.1M29.65%-5,292Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,965 shares; 2024Q4: 19,047 shares; 2025Q1: 14,202 shares; 2025Q2: 35,828 shares; 2025Q3: 35,373 shares; 2025Q4: 32,955 shares; 2026Q1: 29,150 shares; 2026Q2: 19,967 shares 19,967$15M7.03%-9,183Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,064 shares; 2024Q4: 33,103 shares; 2025Q1: 32,939 shares; 2025Q2: 41,203 shares; 2025Q3: 40,873 shares; 2025Q4: 42,077 shares; 2026Q1: 41,677 shares; 2026Q2: 150,486 shares 150,486$12.1M5.7%+108,809Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,205 shares; 2024Q4: 79,479 shares; 2025Q1: 80,330 shares; 2025Q2: 104,252 shares; 2025Q3: 102,476 shares; 2025Q4: 101,475 shares; 2026Q1: 96,497 shares; 2026Q2: 80,910 shares 80,910$12M5.64%-15,587Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,209 shares; 2024Q4: 95,306 shares; 2025Q1: 87,557 shares; 2025Q2: 87,973 shares; 2025Q3: 87,272 shares; 2025Q4: 89,494 shares; 2026Q1: 89,262 shares; 2026Q2: 92,594 shares 92,594$9.62M4.52%+3,332Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,405 shares; 2024Q4: 166,059 shares; 2025Q1: 156,664 shares; 2025Q2: 159,631 shares; 2025Q3: 156,466 shares; 2025Q4: 158,272 shares; 2026Q1: 158,477 shares; 2026Q2: 160,051 shares 160,051$9.55M4.49%+1,574Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,335 shares; 2024Q4: 76,850 shares; 2025Q1: 60,627 shares; 2025Q2: 30,111 shares; 2025Q3: 45,488 shares; 2025Q4: 27,725 shares; 2026Q1: 42,450 shares; 2026Q2: 85,831 shares 85,831$7.42M3.49%+43,381Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,174 shares; 2024Q4: 189,246 shares; 2025Q1: 213,453 shares; 2025Q2: 197,511 shares; 2025Q3: 204,224 shares; 2025Q4: 213,833 shares; 2026Q1: 216,807 shares; 2026Q2: 261,333 shares 261,333$6.33M2.97%+44,526Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,935 shares; 2024Q4: 212,728 shares; 2025Q1: 237,754 shares; 2025Q2: 221,195 shares; 2025Q3: 227,892 shares; 2025Q4: 239,722 shares; 2026Q1: 238,935 shares; 2026Q2: 289,935 shares 289,935$6.32M2.97%+51,000Timeline
IBDXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,292 shares; 2024Q4: 166,019 shares; 2025Q1: 169,417 shares; 2025Q2: 192,006 shares; 2025Q3: 196,980 shares; 2025Q4: 205,895 shares; 2026Q1: 205,076 shares; 2026Q2: 250,276 shares 250,276$6.3M2.96%+45,200Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,182 shares; 2024Q4: 222,607 shares; 2025Q1: 250,015 shares; 2025Q2: 233,230 shares; 2025Q3: 233,956 shares; 2025Q4: 245,470 shares; 2026Q1: 244,684 shares; 2026Q2: 301,622 shares 301,622$6.29M2.95%+56,938Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,148 shares; 2024Q4: 162,147 shares; 2025Q1: 187,396 shares; 2025Q2: 169,473 shares; 2025Q3: 178,139 shares; 2025Q4: 186,110 shares; 2026Q1: 184,581 shares; 2026Q2: 227,209 shares 227,209$5.51M2.59%+42,628Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,457 shares; 2024Q4: 153,317 shares; 2025Q1: 176,930 shares; 2025Q2: 158,729 shares; 2025Q3: 166,716 shares; 2025Q4: 173,556 shares; 2026Q1: 174,348 shares; 2026Q2: 215,180 shares 215,180$5.43M2.55%+40,832Timeline
IBDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,637 shares; 2024Q4: 167,173 shares; 2025Q1: 191,908 shares; 2025Q2: 173,554 shares; 2025Q3: 181,845 shares; 2025Q4: 189,820 shares; 2026Q1: 186,651 shares; 2026Q2: 233,473 shares 233,473$5.41M2.54%+46,822Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,414 shares; 2024Q4: 47,560 shares; 2025Q1: 49,581 shares; 2025Q2: 52,712 shares; 2025Q3: 54,246 shares; 2025Q4: 55,376 shares; 2026Q1: 60,490 shares; 2026Q2: 65,100 shares 65,100$4.9M2.3%+4,610Timeline
IBDZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 161,247 shares; 2025Q1: 162,405 shares; 2025Q2: 165,429 shares; 2025Q3: 170,739 shares; 2025Q4: 173,923 shares; 2026Q1: 174,091 shares; 2026Q2: 184,936 shares 184,936$4.82M2.26%+10,845Timeline
IBCAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 180,113 shares; 2026Q1: 179,466 shares; 2026Q2: 187,049 shares 187,049$4.79M2.25%+7,583Timeline
IBDYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,199 shares; 2024Q4: 161,455 shares; 2025Q1: 164,606 shares; 2025Q2: 168,539 shares; 2025Q3: 171,534 shares; 2025Q4: 175,251 shares; 2026Q1: 175,675 shares; 2026Q2: 185,959 shares 185,959$4.79M2.25%+10,284Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,419 shares; 2024Q4: 35,907 shares; 2025Q1: 26,157 shares; 2025Q2: 63,534 shares; 2025Q3: 62,771 shares; 2025Q4: 56,378 shares; 2026Q1: 45,915 shares; 2026Q2: 31,074 shares 31,074$2.57M1.21%-14,841Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,304 shares; 2024Q4: 26,332 shares; 2025Q1: 17,366 shares; 2025Q2: 44,299 shares; 2025Q3: 43,472 shares; 2025Q4: 41,361 shares; 2026Q1: 35,601 shares; 2026Q2: 26,187 shares 26,187$2.53M1.19%-9,414Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,034 shares; 2024Q4: 2,869 shares; 2025Q1: 8,851 shares; 2025Q2: 2,804 shares; 2025Q3: 3,038 shares; 2025Q4: 8,891 shares; 2026Q1: 7,891 shares; 2026Q2: 7,838 shares 7,838$1.71M0.8%-53Timeline
BKLNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,847 shares; 2024Q4: 14,201 shares; 2025Q1: 14,388 shares; 2025Q2: 13,948 shares; 2025Q3: 13,947 shares; 2025Q4: 14,016 shares; 2026Q1: 53,610 shares; 2026Q2: 56,062 shares 56,062$1.14M0.54%+2,452Timeline
BSCSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,017 shares; 2024Q4: 36,392 shares; 2025Q1: 35,129 shares; 2025Q2: 38,339 shares; 2025Q3: 37,452 shares; 2025Q4: 39,749 shares; 2026Q1: 42,508 shares; 2026Q2: 44,062 shares 44,062$897K0.42%+1,554Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,927 shares; 2024Q4: 38,096 shares; 2025Q1: 36,736 shares; 2025Q2: 40,064 shares; 2025Q3: 39,116 shares; 2025Q4: 41,384 shares; 2026Q1: 44,261 shares; 2026Q2: 45,841 shares 45,841$895K0.42%+1,580Timeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,581 shares; 2024Q4: 39,612 shares; 2025Q1: 38,233 shares; 2025Q2: 39,228 shares; 2025Q3: 38,263 shares; 2025Q4: 43,262 shares; 2026Q1: 46,259 shares; 2026Q2: 47,961 shares 47,961$891K0.42%+1,702Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,083 shares; 2026Q2: 2,051 shares 2,051$593K0.28%-32Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,384 shares; 2024Q4: 3,879 shares; 2025Q1: 1,243 shares; 2025Q2: 3,826 shares; 2025Q3: 3,641 shares; 2025Q4: 1,182 shares; 2026Q1: 1,288 shares; 2026Q2: 4,486 shares 4,486$557K0.26%+3,198Timeline
BSJQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,596 shares; 2024Q4: 21,432 shares; 2025Q1: 21,654 shares; 2025Q2: 20,993 shares; 2025Q3: 20,950 shares; 2025Q4: 22,154 shares; 2026Q1: 22,062 shares; 2026Q2: 22,965 shares 22,965$527K0.25%+903Timeline
BSJSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,820 shares; 2024Q4: 21,322 shares; 2025Q1: 21,601 shares; 2025Q2: 20,899 shares; 2025Q3: 20,874 shares; 2025Q4: 19,836 shares; 2026Q1: 19,711 shares; 2026Q2: 20,662 shares 20,662$449K0.21%+951Timeline
BSJRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,043 shares; 2024Q4: 20,501 shares; 2025Q1: 20,756 shares; 2025Q2: 20,066 shares; 2025Q3: 20,022 shares; 2025Q4: 19,575 shares; 2026Q1: 19,144 shares; 2026Q2: 20,013 shares 20,013$447K0.21%+869Timeline
BSJUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,861 shares; 2024Q4: 18,295 shares; 2025Q1: 18,522 shares; 2025Q2: 17,910 shares; 2025Q3: 17,891 shares; 2025Q4: 16,750 shares; 2026Q1: 16,217 shares; 2026Q2: 17,011 shares 17,011$439K0.21%+794Timeline
BSJVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,655 shares; 2024Q4: 13,982 shares; 2025Q1: 14,149 shares; 2025Q2: 13,686 shares; 2025Q3: 13,674 shares; 2025Q4: 16,403 shares; 2026Q1: 15,871 shares; 2026Q2: 16,646 shares 16,646$437K0.21%+775Timeline
BSJXINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,103 shares; 2026Q1: 16,546 shares; 2026Q2: 17,344 shares 17,344$437K0.21%+798Timeline
BSJTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,352 shares; 2024Q4: 21,842 shares; 2025Q1: 22,122 shares; 2025Q2: 21,412 shares; 2025Q3: 21,405 shares; 2025Q4: 20,287 shares; 2026Q1: 19,663 shares; 2026Q2: 20,631 shares 20,631$436K0.2%+968Timeline
BSJWINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,854 shares; 2025Q1: 17,981 shares; 2025Q2: 17,344 shares; 2025Q3: 17,319 shares; 2025Q4: 17,243 shares; 2026Q1: 16,348 shares; 2026Q2: 17,132 shares 17,132$433K0.2%+784Timeline
IBICISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,742 shares; 2026Q2: 14,113 shares 14,113$368K0.17%+371Timeline
IBIDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,495 shares; 2026Q2: 13,964 shares 13,964$366K0.17%+469Timeline
IBIEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,402 shares; 2026Q2: 13,862 shares 13,862$365K0.17%+460Timeline
IBIKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,601 shares; 2026Q2: 14,073 shares 14,073$364K0.17%+472Timeline
IBIHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,389 shares; 2026Q2: 13,858 shares 13,858$364K0.17%+469Timeline
IBIJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,481 shares; 2026Q2: 13,945 shares 13,945$364K0.17%+464Timeline
IBIFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,375 shares; 2026Q2: 13,840 shares 13,840$364K0.17%+465Timeline
IBIIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,536 shares; 2026Q2: 13,994 shares 13,994$364K0.17%+458Timeline
IBILISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,717 shares; 2026Q2: 14,186 shares 14,186$364K0.17%+469Timeline
IBIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,380 shares; 2026Q2: 13,835 shares 13,835$363K0.17%+455Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,892 shares; 2024Q4: 3,979 shares; 2025Q1: 4,069 shares; 2025Q2: 3,953 shares; 2025Q3: 3,669 shares; 2025Q4: 3,185 shares; 2026Q1: 2,970 shares; 2026Q2: 3,121 shares 3,121$301K0.14%+151Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,527 shares; 2024Q4: 4,862 shares; 2025Q1: 4,902 shares; 2025Q2: 4,936 shares; 2025Q3: 4,971 shares; 2025Q4: 5,010 shares; 2026Q1: 5,024 shares; 2026Q2: 5,069 shares 5,069$293K0.14%+45Timeline
WIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,500 shares; 2024Q4: 8,667 shares; 2025Q1: 8,919 shares; 2025Q2: 8,674 shares; 2025Q3: 8,684 shares; 2025Q4: 7,470 shares; 2026Q1: 7,042 shares; 2026Q2: 7,407 shares 7,407$292K0.14%+365Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,438 shares; 2024Q4: 2,275 shares; 2025Q1: 2,093 shares; 2025Q2: 2,182 shares; 2025Q3: 2,087 shares; 2025Q4: 2,003 shares; 2026Q1: 2,061 shares; 2026Q2: 1,894 shares 1,894$270K0.13%-167Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,643 shares; 2024Q4: 5,268 shares; 2025Q1: 4,692 shares; 2025Q2: 4,942 shares; 2025Q3: 4,777 shares; 2025Q4: 4,624 shares; 2026Q1: 4,727 shares; 2026Q2: 4,402 shares 4,402$269K0.13%-325Timeline
BWXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,975 shares; 2024Q4: 13,132 shares; 2025Q1: 13,138 shares; 2025Q2: 12,551 shares; 2025Q3: 12,425 shares; 2025Q4: 12,247 shares; 2026Q1: 11,678 shares; 2026Q2: 12,099 shares 12,099$262K0.12%+421Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,562 shares; 2024Q4: 4,817 shares; 2025Q1: 4,711 shares; 2025Q2: 4,773 shares; 2025Q3: 4,903 shares; 2025Q4: 4,989 shares; 2026Q1: 4,989 shares; 2026Q2: 5,186 shares 5,186$246K0.12%+197Timeline
SUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,840 shares; 2024Q4: 9,161 shares; 2025Q1: 8,952 shares; 2025Q2: 8,957 shares; 2025Q3: 9,237 shares; 2025Q4: 9,510 shares; 2026Q1: 9,529 shares; 2026Q2: 9,756 shares 9,756$244K0.11%+227Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 673 shares; 2024Q4: 678 shares; 2025Q1: 641 shares; 2025Q2: 649 shares; 2025Q3: 651 shares; 2025Q4: 620 shares; 2026Q1: 641 shares; 2026Q2: 628 shares 628$232K0.11%-13Timeline
RSSSRESEARCH SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,185 shares; 2024Q4: 84,185 shares; 2025Q1: 84,185 shares; 2025Q2: 84,185 shares; 2025Q3: 84,185 shares; 2025Q4: 84,185 shares; 2026Q1: 83,406 shares; 2026Q2: 83,406 shares 83,406$194K0.09%0Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,967 shares; 2026Q1: 1,931 shares; 2026Q2: 1,911 shares 1,911$169K0.08%-20Timeline
NUHYNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,234 shares; 2024Q4: 5,376 shares; 2025Q1: 5,203 shares; 2025Q2: 5,238 shares; 2025Q3: 5,395 shares; 2025Q4: 5,600 shares; 2026Q1: 5,595 shares; 2026Q2: 5,754 shares 5,754$123K0.06%+159Timeline
GXCSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,580 shares; 2024Q4: 1,614 shares; 2025Q1: 1,566 shares; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares; 2025Q4: 1,253 shares; 2026Q1: 1,307 shares; 2026Q2: 1,285 shares 1,285$111K0.05%-22Timeline
ETHOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,454 shares; 2024Q4: 1,381 shares; 2025Q1: 1,292 shares; 2025Q2: 1,372 shares; 2025Q3: 1,376 shares; 2025Q4: 1,343 shares; 2026Q1: 1,260 shares; 2026Q2: 1,212 shares 1,212$97.7K0.05%-48Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,723 shares; 2024Q4: 1,640 shares; 2025Q1: 1,721 shares; 2025Q2: 1,688 shares; 2025Q3: 1,661 shares; 2025Q4: 1,631 shares; 2026Q1: 1,512 shares; 2026Q2: 1,504 shares 1,504$84.1K0.04%-8Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,051 shares; 2024Q4: 1,948 shares; 2025Q1: 1,903 shares; 2025Q2: 1,855 shares; 2025Q3: 1,764 shares; 2025Q4: 1,658 shares; 2026Q1: 1,525 shares; 2026Q2: 1,487 shares 1,487$81.3K0.04%-38Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 810 shares; 2025Q2: 801 shares; 2025Q3: 780 shares; 2025Q4: 795 shares; 2026Q1: 728 shares; 2026Q2: 767 shares 767$78.8K0.04%+39Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97 shares; 2024Q4: 99 shares; 2025Q1: 101 shares; 2025Q2: 1,770 shares; 2025Q3: 2,012 shares; 2025Q4: 3,154 shares; 2026Q1: 4,238 shares; 2026Q2: 221 shares 221$67K0.03%-4,017Timeline
UUPINVESCO DB US DLR INDEX TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,121 shares; 2024Q4: 3,266 shares; 2025Q1: 3,389 shares; 2025Q2: 3,418 shares; 2025Q3: 3,418 shares; 2025Q4: 2,307 shares; 2026Q1: 2,378 shares; 2026Q2: 2,224 shares 2,224$63.2K0.03%-154Timeline
EWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 443 shares; 2024Q4: 453 shares; 2025Q1: 510 shares; 2025Q2: 520 shares; 2025Q3: 520 shares; 2025Q4: 817 shares; 2026Q1: 862 shares; 2026Q2: 849 shares 849$63.1K0.03%-13Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 535 shares; 2026Q1: 584 shares; 2026Q2: 575 shares 575$55.5K0.03%-9Timeline
STCESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 680 shares; 2026Q1: 786 shares; 2026Q2: 683 shares 683$47.8K0.02%-103Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 81 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 82 shares; 2026Q1: 82 shares; 2026Q2: 125 shares 125$46.1K0.02%+43Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 793 shares; 2026Q1: 790 shares; 2026Q2: 680 shares 680$45.7K0.02%-110Timeline
IEUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 594 shares; 2026Q1: 582 shares; 2026Q2: 581 shares 581$40.2K0.02%-1Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 384 shares; 2026Q1: 350 shares; 2026Q2: 344 shares 344$32.1K0.02%-6Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377 shares; 2024Q4: 381 shares; 2025Q1: 425 shares; 2025Q2: 428 shares; 2025Q3: 428 shares; 2025Q4: 480 shares; 2026Q1: 573 shares; 2026Q2: 560 shares 560$27.6K0.01%-13Timeline
ECNSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 498 shares; 2024Q4: 520 shares; 2025Q1: 527 shares; 2025Q2: 541 shares; 2025Q3: 542 shares; 2025Q4: 888 shares; 2026Q1: 947 shares; 2026Q2: 938 shares 938$26.4K0.01%-9Timeline
ASEAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,136 shares; 2024Q4: 1,138 shares; 2025Q1: 1,227 shares; 2025Q2: 1,239 shares; 2025Q3: 1,266 shares; 2025Q4: 1,268 shares; 2026Q1: 1,278 shares; 2026Q2: 1,248 shares 1,248$24.5K0.01%-30Timeline
EWYISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186 shares; 2024Q4: 191 shares; 2025Q1: 255 shares; 2025Q2: 257 shares; 2025Q3: 258 shares; 2025Q4: 157 shares; 2026Q1: 112 shares; 2026Q2: 110 shares 110$22.2K0.01%-2Timeline
AFKVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,102 shares; 2024Q4: 1,104 shares; 2025Q1: 1,056 shares; 2025Q2: 1,065 shares; 2025Q3: 1,066 shares; 2025Q4: 852 shares; 2026Q1: 740 shares; 2026Q2: 724 shares 724$18.6K0.01%-16Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 424 shares; 2026Q1: 388 shares; 2026Q2: 379 shares 379$18.3K0.01%-9Timeline
EWCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 406 shares; 2024Q4: 413 shares; 2025Q1: 403 shares; 2025Q2: 409 shares; 2025Q3: 408 shares; 2025Q4: 312 shares; 2026Q1: 306 shares; 2026Q2: 301 shares 301$17.3K0.01%-5Timeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312 shares; 2024Q4: 328 shares; 2025Q1: 562 shares; 2025Q2: 578 shares; 2025Q3: 579 shares; 2025Q4: 557 shares; 2026Q1: 431 shares; 2026Q2: 425 shares 425$14.7K0.01%-6Timeline
EWAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520 shares; 2024Q4: 529 shares; 2025Q1: 556 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 487 shares; 2026Q1: 487 shares; 2026Q2: 482 shares 482$13.6K0.01%-5Timeline
EWWISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121 shares; 2024Q4: 126 shares; 2025Q1: 228 shares; 2025Q2: 233 shares; 2025Q3: 234 shares; 2025Q4: 200 shares; 2026Q1: 179 shares; 2026Q2: 178 shares 178$13.4K0.01%-1Timeline
VUSEETF SER SOLUTIONSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267 shares; 2024Q4: 237 shares; 2025Q1: 100 shares; 2025Q2: 187 shares; 2025Q3: 193 shares; 2025Q4: 199 shares; 2026Q1: 202 shares; 2026Q2: 173 shares 173$12.5K0.01%-29Timeline
CRBNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79 shares; 2024Q4: 71 shares; 2025Q1: 30 shares; 2025Q2: 57 shares; 2025Q3: 56 shares; 2025Q4: 57 shares; 2026Q1: 56 shares; 2026Q2: 49 shares 49$12.4K0.01%-7Timeline
SDGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184 shares; 2024Q4: 172 shares; 2025Q1: 77 shares; 2025Q2: 153 shares; 2025Q3: 151 shares; 2025Q4: 157 shares; 2026Q1: 151 shares; 2026Q2: 136 shares 136$12.1K0.01%-15Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 517 shares; 2025Q2: 1,067 shares; 2025Q3: 810 shares; 2025Q4: 1,227 shares; 2026Q1: 1,703 shares; 2026Q2: 15 shares 15$10.7K0.01%-1,688Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: 23 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 49 shares; 2025Q4: 58 shares; 2026Q1: 62 shares; 2026Q2: 67 shares 67$10.5K<0.01%+5Timeline
EWTISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: 98 shares; 2025Q1: 89 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 89 shares; 2026Q1: 87 shares; 2026Q2: 85 shares 85$9.2K<0.01%-2Timeline
TURISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146 shares; 2024Q4: 147 shares; 2025Q1: 188 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 259 shares; 2026Q1: 239 shares; 2026Q2: 236 shares 236$9.17K<0.01%-3Timeline
KSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144 shares; 2024Q4: 146 shares; 2025Q1: 157 shares; 2025Q2: 159 shares; 2025Q3: 157 shares; 2025Q4: 192 shares; 2026Q1: 235 shares; 2026Q2: 233 shares 233$8.68K<0.01%-2Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,828 shares; 2024Q4: 50 shares; 2025Q1: 31,341 shares; 2025Q2: 35,125 shares; 2025Q3: 15,167 shares; 2025Q4: 38,110 shares; 2026Q1: 30,720 shares; 2026Q2: 91 shares 91$7.03K<0.01%-30,629Timeline
EPOLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176 shares; 2024Q4: 183 shares; 2025Q1: 223 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 185 shares; 2026Q1: 178 shares; 2026Q2: 175 shares 175$6.75K<0.01%-3Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 18 shares; 2025Q1: 29 shares; 2025Q2: 30 shares; 2025Q3: 41 shares; 2025Q4: 52 shares; 2026Q1: 57 shares; 2026Q2: 66 shares 66$5.14K<0.01%+9Timeline
EISISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 38 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 34 shares; 2026Q2: 33 shares 33$4.02K<0.01%-1Timeline
UAEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182 shares; 2024Q4: 182 shares; 2025Q1: 184 shares; 2025Q2: 192 shares; 2025Q3: 193 shares; 2025Q4: 196 shares; 2026Q1: 204 shares; 2026Q2: 207 shares 207$3.93K<0.01%+3Timeline
EWHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153 shares; 2024Q4: 156 shares; 2025Q1: 178 shares; 2025Q2: 184 shares; 2025Q3: 183 shares; 2025Q4: 135 shares; 2026Q1: 126 shares; 2026Q2: 127 shares 127$2.66K<0.01%+1Timeline
ECHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 79 shares; 2025Q2: 81 shares; 2025Q3: 81 shares; 2025Q4: 73 shares; 2026Q1: 54 shares; 2026Q2: 53 shares 53$2.11K<0.01%-1Timeline
EPUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 41 shares; 2025Q4: 31 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25$2.05K<0.01%0Timeline
ENZLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36 shares; 2024Q4: 37 shares; 2025Q1: 42 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 41 shares; 2026Q1: 42 shares; 2026Q2: 41 shares 41$1.82K<0.01%-1Timeline
QATISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69 shares; 2024Q4: 70 shares; 2025Q1: 74 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 86 shares; 2026Q1: 87 shares; 2026Q2: 87 shares 87$1.56K<0.01%0Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001213900-26-082062 base2026-07-28acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001213900-26-082062 Quarter ended 2026-06-302026-07-28acceptance time not in the bulk data set
13F-HR 0001213900-26-047485 Quarter ended 2026-03-312026-04-24acceptance time not in the bulk data set
13F-HR 0001213900-26-009186 Quarter ended 2025-12-312026-01-29acceptance time not in the bulk data set
13F-HR 0001213900-25-104890 Quarter ended 2025-09-302025-11-03acceptance time not in the bulk data set
13F-HR 0001213900-25-066335 Quarter ended 2025-06-302025-07-22acceptance time not in the bulk data set
13F-HR 0001213900-25-034707 Quarter ended 2025-03-312025-04-24acceptance time not in the bulk data set
13F-HR 0000950123-25-000749 Quarter ended 2024-12-312025-01-31acceptance time not in the bulk data set
13F-HR 0000950123-24-009895 Quarter ended 2024-09-302024-10-24acceptance time not in the bulk data set
13F-HR 0001840261-24-000003 Quarter ended 2024-06-302024-07-29acceptance time not in the bulk data set
13F-HR 0001840261-24-000002 Quarter ended 2024-03-312024-04-24acceptance time not in the bulk data set
13F-HR 0001840261-24-000001 Quarter ended 2023-12-312024-01-30acceptance time not in the bulk data set
13F-HR 0001840261-23-000004 Quarter ended 2023-09-302023-10-18acceptance time not in the bulk data set
13F-HR 0001840261-23-000002 Quarter ended 2023-06-302023-07-14acceptance time not in the bulk data set
13F-HR 0000950123-23-003372 Quarter ended 2023-03-312023-04-25acceptance time not in the bulk data set
13F-HR 0000950123-23-000994 Quarter ended 2022-12-312023-02-08acceptance time not in the bulk data set
13F-HR 0000950123-22-010397 Quarter ended 2022-09-302022-10-24acceptance time not in the bulk data set
13F-HR 0000950123-22-007267 Quarter ended 2022-06-302022-07-19acceptance time not in the bulk data set
13F-HR 0000950123-22-004465 Quarter ended 2022-03-312022-05-03acceptance time not in the bulk data set
13F-HR 0000950123-22-000512 Quarter ended 2021-12-312022-01-26acceptance time not in the bulk data set
13F-HR 0000950123-21-013797 Quarter ended 2021-09-302021-11-02acceptance time not in the bulk data set
13F-HR 0000950123-21-009410 Quarter ended 2021-06-302021-07-30acceptance time not in the bulk data set
13F-HR 0000950123-21-009020 Quarter ended 2021-03-312021-07-21acceptance time not in the bulk data set