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Arbor Investment Advisors, LLC

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13F filer, CIK 1590073, WINSTON SALEM, NC

Arbor Investment Advisors, LLC reported $759,914,430 across 111 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-23. Its ten largest share positions make up 75.28% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001590073-26-000002

Period
2025-12-31
Reported value
$760M
Holdings
111
Top 10 weight
75.28%
New
7
Sold out
23

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TIPadded+11,650$1.28M
DFAInew+26,998$1.03M
JMUBnew+15,720$794K
VTESnew+6,644$675K
BSVadded+7,296$575K

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
AAPLreduced-35,354-$9.61M
LOWexited-20,574-$5.17M
IWBreduced-10,462-$3.91M
TFCreduced-77,017-$3.79M
TFLOreduced-54,679-$2.76M

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, Q4 2025

Share positions as resolved from 13F-HR 0001590073-26-000002, largest first. % of portfolio is the value over $759,914,430, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,393 shares; 2024Q4: 345,708 shares; 2025Q1: 345,016 shares; 2025Q2: 346,676 shares; 2025Q3: 301,629 shares; 2025Q4: 291,167 shares 291,167$109M14.31%-10,462Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,225,980 shares; 2024Q4: 2,193,879 shares; 2025Q1: 2,228,054 shares; 2025Q2: 2,272,614 shares; 2025Q3: 2,058,963 shares; 2025Q4: 2,027,880 shares 2,027,880$95.1M12.52%-31,083Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,496,457 shares; 2024Q4: 1,514,559 shares; 2025Q1: 1,543,159 shares; 2025Q2: 1,566,146 shares; 2025Q3: 1,473,187 shares; 2025Q4: 1,452,866 shares 1,452,866$90.8M11.94%-20,321Timeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,674,846 shares; 2024Q4: 1,462,316 shares; 2025Q1: 1,431,474 shares; 2025Q2: 1,350,586 shares; 2025Q3: 1,289,754 shares; 2025Q4: 1,235,075 shares 1,235,075$62.3M8.2%-54,679Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 552,784 shares; 2024Q4: 573,822 shares; 2025Q1: 600,133 shares; 2025Q2: 605,839 shares; 2025Q3: 607,397 shares; 2025Q4: 614,693 shares 614,693$48.4M6.37%+7,296Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,021 shares; 2024Q4: 287,067 shares; 2025Q1: 395,057 shares; 2025Q2: 399,132 shares; 2025Q3: 402,623 shares; 2025Q4: 400,886 shares 400,886$40M5.27%-1,737Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869,260 shares; 2024Q4: 863,662 shares; 2025Q1: 884,992 shares; 2025Q2: 898,927 shares; 2025Q3: 775,675 shares; 2025Q4: 784,081 shares 784,081$36M4.73%+8,406Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,067 shares; 2024Q4: 294,729 shares; 2025Q1: 308,276 shares; 2025Q2: 314,433 shares; 2025Q3: 314,320 shares; 2025Q4: 325,970 shares 325,970$35.8M4.71%+11,650Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 358,627 shares; 2024Q4: 355,859 shares; 2025Q1: 352,551 shares; 2025Q2: 352,163 shares; 2025Q3: 302,380 shares; 2025Q4: 289,862 shares 289,862$27.8M3.66%-12,518Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 548,711 shares; 2024Q4: 540,226 shares; 2025Q1: 542,652 shares; 2025Q2: 538,604 shares; 2025Q3: 505,230 shares; 2025Q4: 501,853 shares 501,853$27M3.55%-3,377Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 373,447 shares; 2024Q4: 380,437 shares; 2025Q1: 398,062 shares; 2025Q2: 409,240 shares; 2025Q3: 415,982 shares; 2025Q4: 414,185 shares 414,185$21M2.76%-1,797Timeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,951 shares; 2024Q4: 53,720 shares; 2025Q1: 62,107 shares; 2025Q2: 67,202 shares; 2025Q3: 56,141 shares; 2025Q4: 52,932 shares 52,932$16.4M2.15%-3,209Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,135 shares; 2024Q4: 189,306 shares; 2025Q1: 201,778 shares; 2025Q2: 212,918 shares; 2025Q3: 207,828 shares; 2025Q4: 200,979 shares 200,979$14.9M1.96%-6,849Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,352 shares; 2024Q4: 25,358 shares; 2025Q1: 25,347 shares; 2025Q2: 25,338 shares; 2025Q3: 24,317 shares; 2025Q4: 24,290 shares 24,290$11.5M1.51%-27Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,846 shares; 2024Q4: 50,206 shares; 2025Q1: 53,127 shares; 2025Q2: 54,495 shares; 2025Q3: 47,397 shares; 2025Q4: 45,169 shares 45,169$11.1M1.46%-2,228Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,529 shares; 2024Q4: 132,010 shares; 2025Q1: 133,712 shares; 2025Q2: 133,421 shares; 2025Q3: 121,754 shares; 2025Q4: 109,840 shares 109,840$9.83M1.29%-11,914Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,905 shares; 2024Q4: 39,235 shares; 2025Q1: 39,416 shares; 2025Q2: 38,854 shares; 2025Q3: 36,979 shares; 2025Q4: 37,041 shares 37,041$7.79M1.03%+62Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,387 shares; 2024Q4: 40,669 shares; 2025Q1: 40,683 shares; 2025Q2: 42,699 shares; 2025Q3: 42,131 shares; 2025Q4: 41,918 shares 41,918$5.91M0.78%-213Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 169,826 shares; 2024Q4: 162,735 shares; 2025Q1: 160,816 shares; 2025Q2: 157,783 shares; 2025Q3: 114,295 shares; 2025Q4: 107,352 shares 107,352$5.87M0.77%-6,943Timeline
STPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,087 shares; 2024Q4: 86,799 shares; 2025Q1: 88,006 shares; 2025Q2: 89,286 shares; 2025Q3: 88,739 shares; 2025Q4: 94,534 shares 94,534$5.07M0.67%+5,795Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,011 shares; 2024Q4: 25,091 shares; 2025Q1: 25,134 shares; 2025Q2: 21,429 shares; 2025Q3: 53,712 shares; 2025Q4: 18,358 shares 18,358$4.99M0.66%-35,354Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,270 shares; 2024Q4: 59,340 shares; 2025Q1: 67,599 shares; 2025Q2: 58,446 shares; 2025Q3: 56,206 shares; 2025Q4: 56,395 shares 56,395$4.65M0.61%+189Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,194 shares; 2024Q4: 89,187 shares; 2025Q1: 91,104 shares; 2025Q2: 88,764 shares; 2025Q3: 68,365 shares; 2025Q4: 67,667 shares 67,667$4.55M0.6%-698Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,090 shares; 2024Q4: 8,792 shares; 2025Q1: 8,574 shares; 2025Q2: 8,585 shares; 2025Q3: 7,493 shares; 2025Q4: 6,993 shares 6,993$3.38M0.45%-500Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,946 shares; 2025Q2: 28,903 shares; 2025Q3: 38,245 shares; 2025Q4: 45,052 shares 45,052$3.27M0.43%+6,807Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,941 shares; 2024Q4: 9,996 shares; 2025Q1: 10,065 shares; 2025Q2: 10,863 shares; 2025Q3: 10,357 shares; 2025Q4: 13,045 shares 13,045$2.49M0.33%+2,688Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,701 shares; 2024Q4: 5,687 shares; 2025Q1: 5,681 shares; 2025Q2: 5,680 shares; 2025Q3: 4,838 shares; 2025Q4: 4,838 shares 4,838$2.43M0.32%0Timeline
CADECADENCE BANKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,246 shares; 2024Q4: 71,917 shares; 2025Q1: 71,917 shares; 2025Q2: 71,917 shares; 2025Q3: 61,926 shares; 2025Q4: 56,597 shares 56,597$2.42M0.32%-5,329Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,751 shares; 2024Q4: 9,746 shares; 2025Q1: 9,572 shares; 2025Q2: 10,427 shares; 2025Q3: 7,208 shares; 2025Q4: 7,202 shares 7,202$2.41M0.32%-6Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,772 shares; 2024Q4: 32,772 shares; 2025Q1: 32,472 shares; 2025Q2: 31,139 shares; 2025Q3: 31,089 shares; 2025Q4: 30,589 shares 30,589$2.36M0.31%-500Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,700 shares; 2024Q4: 48,324 shares; 2025Q1: 50,720 shares; 2025Q2: 49,913 shares; 2025Q3: 46,166 shares; 2025Q4: 45,575 shares 45,575$2.25M0.3%-591Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,395 shares; 2024Q4: 3,570 shares; 2025Q1: 3,290 shares; 2025Q2: 3,167 shares; 2025Q3: 3,001 shares; 2025Q4: 2,971 shares 2,971$2.03M0.27%-30Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,716 shares; 2024Q4: 21,929 shares; 2025Q1: 19,172 shares; 2025Q2: 25,560 shares; 2025Q3: 19,681 shares; 2025Q4: 17,856 shares 17,856$1.78M0.23%-1,825Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,570 shares; 2024Q4: 16,605 shares; 2025Q1: 16,636 shares; 2025Q2: 18,040 shares; 2025Q3: 18,090 shares; 2025Q4: 17,234 shares 17,234$1.59M0.21%-856Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 1,829 shares; 2025Q1: 1,822 shares; 2025Q2: 1,826 shares; 2025Q3: 1,819 shares; 2025Q4: 1,809 shares 1,809$1.56M0.21%-10Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,655 shares; 2024Q4: 2,655 shares; 2025Q1: 2,616 shares; 2025Q2: 2,616 shares; 2025Q3: 2,212 shares; 2025Q4: 2,205 shares 2,205$1.51M0.2%-7Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,964 shares; 2024Q4: 12,997 shares; 2025Q1: 12,974 shares; 2025Q2: 11,168 shares; 2025Q3: 11,185 shares; 2025Q4: 11,210 shares 11,210$1.36M0.18%+25Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,054 shares; 2024Q4: 6,057 shares; 2025Q1: 6,070 shares; 2025Q2: 6,394 shares; 2025Q3: 6,449 shares; 2025Q4: 6,393 shares 6,393$1.35M0.18%-56Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,065 shares; 2025Q2: 965 shares; 2025Q3: 965 shares; 2025Q4: 965 shares 965$1.03M0.14%0Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,998 shares 26,998$1.03M0.14%newTimeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,293 shares; 2024Q4: 11,973 shares; 2025Q1: 12,459 shares; 2025Q2: 11,979 shares; 2025Q3: 12,399 shares; 2025Q4: 9,534 shares 9,534$957K0.13%-2,865Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,814 shares; 2024Q4: 3,398 shares; 2025Q1: 3,307 shares; 2025Q2: 3,087 shares; 2025Q3: 3,087 shares; 2025Q4: 3,034 shares 3,034$952K0.13%-53Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,811 shares; 2024Q4: 8,811 shares; 2025Q1: 8,811 shares; 2025Q2: 8,811 shares; 2025Q3: 7,685 shares; 2025Q4: 7,685 shares 7,685$947K0.12%0Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,072 shares; 2024Q4: 2,986 shares; 2025Q1: 2,994 shares; 2025Q2: 3,897 shares; 2025Q3: 3,907 shares; 2025Q4: 3,917 shares 3,917$802K0.11%+10Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 2,598 shares; 2025Q1: 2,597 shares; 2025Q2: 2,599 shares; 2025Q3: 3,500 shares; 2025Q4: 2,326 shares 2,326$801K0.11%-1,174Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,720 shares 15,720$794K0.1%newTimeline
MKC-VMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,498 shares; 2024Q4: 13,190 shares; 2025Q1: 11,310 shares; 2025Q2: 11,310 shares; 2025Q3: 17,374 shares; 2025Q4: 11,310 shares 11,310$769K0.1%-6,064Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1$755K0.1%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,389 shares; 2024Q4: 6,333 shares; 2025Q1: 6,309 shares; 2025Q2: 6,327 shares; 2025Q3: 6,243 shares; 2025Q4: 6,260 shares 6,260$753K0.1%+17Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,490 shares; 2024Q4: 5,423 shares; 2025Q1: 5,395 shares; 2025Q2: 5,398 shares; 2025Q3: 6,477 shares; 2025Q4: 4,175 shares 4,175$741K0.1%-2,302Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,920 shares; 2024Q4: 2,888 shares; 2025Q1: 2,894 shares; 2025Q2: 2,894 shares; 2025Q3: 2,242 shares; 2025Q4: 2,242 shares 2,242$722K0.1%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,734 shares; 2025Q1: 1,941 shares; 2025Q2: 1,941 shares; 2025Q3: 1,941 shares; 2025Q4: 1,782 shares 1,782$706K0.09%-159Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,644 shares 6,644$675K0.09%newTimeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,594 shares; 2024Q4: 11,351 shares; 2025Q1: 8,426 shares; 2025Q2: 7,809 shares; 2025Q3: 7,731 shares; 2025Q4: 6,426 shares 6,426$658K0.09%-1,305Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,562 shares; 2025Q1: 1,562 shares; 2025Q2: 1,627 shares; 2025Q3: 1,627 shares; 2025Q4: 1,627 shares 1,627$624K0.08%0Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 645 shares; 2025Q1: 1,020 shares; 2025Q2: 1,017 shares; 2025Q3: 1,017 shares; 2025Q4: 1,014 shares 1,014$581K0.08%-3Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,090 shares; 2024Q4: 3,090 shares; 2025Q1: 2,780 shares; 2025Q2: 2,812 shares; 2025Q3: 2,802 shares; 2025Q4: 2,801 shares 2,801$580K0.08%-1Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,324 shares; 2025Q4: 2,324 shares 2,324$505K0.07%0Timeline
VTHRVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,262 shares; 2024Q4: 2,263 shares; 2025Q1: 2,026 shares; 2025Q2: 1,787 shares; 2025Q3: 1,722 shares; 2025Q4: 1,653 shares 1,653$496K0.07%-69Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,284 shares; 2025Q1: 2,684 shares; 2025Q2: 2,684 shares; 2025Q3: 2,684 shares; 2025Q4: 2,684 shares 2,684$492K0.06%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,827 shares; 2024Q4: 1,817 shares; 2025Q1: 1,774 shares; 2025Q2: 1,774 shares; 2025Q3: 1,513 shares; 2025Q4: 1,513 shares 1,513$462K0.06%0Timeline
URTHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 1,942 shares; 2025Q1: 1,942 shares; 2025Q2: 2,793 shares; 2025Q3: 2,458 shares; 2025Q4: 2,476 shares 2,476$460K0.06%+18Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,874 shares; 2024Q4: 8,950 shares; 2025Q1: 8,221 shares; 2025Q2: 8,226 shares; 2025Q3: 15,477 shares; 2025Q4: 8,221 shares 8,221$452K0.06%-7,256Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,141 shares; 2024Q4: 4,075 shares; 2025Q1: 3,820 shares; 2025Q2: 3,831 shares; 2025Q3: 10,886 shares; 2025Q4: 3,848 shares 3,848$451K0.06%-7,038Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 654 shares; 2025Q2: 651 shares; 2025Q3: 846 shares; 2025Q4: 846 shares 846$432K0.06%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,482 shares; 2025Q1: 1,482 shares; 2025Q2: 1,982 shares; 2025Q3: 2,220 shares; 2025Q4: 1,828 shares 1,828$422K0.06%-392Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,016 shares; 2024Q4: 2,016 shares; 2025Q1: 2,016 shares; 2025Q2: 1,500 shares; 2025Q3: 1,654 shares; 2025Q4: 1,344 shares 1,344$421K0.06%-310Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,849 shares; 2024Q4: 2,855 shares; 2025Q1: 3,264 shares; 2025Q2: 3,274 shares; 2025Q3: 2,800 shares; 2025Q4: 2,808 shares 2,808$402K0.05%+8Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115 shares; 2025Q4: 115 shares 115$390K0.05%0Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 4,677 shares; 2025Q1: 3,488 shares; 2025Q2: 4,204 shares; 2025Q3: 5,722 shares; 2025Q4: 4,262 shares 4,262$382K0.05%-1,460Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 3,058 shares; 2025Q1: 3,058 shares; 2025Q2: 3,060 shares; 2025Q3: 1,896 shares; 2025Q4: 1,896 shares 1,896$370K0.05%0Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,120 shares; 2025Q4: 1,118 shares 1,118$361K0.05%-2Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,878 shares; 2025Q3: 2,865 shares; 2025Q4: 1,482 shares 1,482$359K0.05%-1,383Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,771 shares; 2024Q4: 2,773 shares; 2025Q1: 2,774 shares; 2025Q2: 2,776 shares; 2025Q3: 2,777 shares; 2025Q4: 2,779 shares 2,779$358K0.05%+2Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 616 shares; 2025Q4: 616 shares 616$352K0.05%0Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,181 shares; 2024Q4: 2,181 shares; 2025Q1: 2,183 shares; 2025Q2: 2,183 shares; 2025Q3: 2,181 shares; 2025Q4: 2,181 shares 2,181$350K0.05%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 738 shares; 2024Q4: 738 shares; 2025Q1: 745 shares; 2025Q2: 724 shares; 2025Q3: 1,371 shares; 2025Q4: 1,045 shares 1,045$345K0.05%-326Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,782 shares; 2024Q4: 5,082 shares; 2025Q1: 6,195 shares; 2025Q2: 6,286 shares; 2025Q3: 8,853 shares; 2025Q4: 4,796 shares 4,796$335K0.04%-4,057Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: 2,453 shares; 2025Q1: 2,283 shares; 2025Q2: 2,283 shares; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares 1,446$330K0.04%0Timeline
RSPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,898 shares; 2024Q4: 6,968 shares; 2025Q1: 6,682 shares; 2025Q2: 8,320 shares; 2025Q3: 7,381 shares; 2025Q4: 7,184 shares 7,184$327K0.04%-197Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,895 shares; 2025Q4: 1,812 shares 1,812$326K0.04%-83Timeline
IYHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,079 shares; 2024Q4: 4,264 shares; 2025Q1: 4,419 shares; 2025Q2: 4,419 shares; 2025Q3: 4,984 shares; 2025Q4: 4,984 shares 4,984$324K0.04%0Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,796 shares; 2024Q4: 2,755 shares; 2025Q1: 2,312 shares; 2025Q2: 2,266 shares; 2025Q3: 2,478 shares; 2025Q4: 2,236 shares 2,236$316K0.04%-242Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,097 shares; 2024Q4: 3,430 shares; 2025Q1: 3,435 shares; 2025Q2: 3,380 shares; 2025Q3: 4,041 shares; 2025Q4: 1,491 shares 1,491$310K0.04%-2,550Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,370 shares; 2025Q1: 6,230 shares; 2025Q2: 6,230 shares; 2025Q3: 5,289 shares; 2025Q4: 5,654 shares 5,654$310K0.04%+365Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,161 shares; 2024Q4: 4,055 shares; 2025Q1: 3,099 shares; 2025Q2: 3,099 shares; 2025Q3: 3,099 shares; 2025Q4: 3,099 shares 3,099$298K0.04%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 851 shares; 2025Q4: 851 shares 851$298K0.04%0Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,834 shares; 2025Q1: 2,867 shares; 2025Q2: 3,024 shares; 2025Q3: 3,262 shares; 2025Q4: 6,660 shares 6,660$298K0.04%+3,398Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 1,145 shares; 2025Q1: 1,145 shares; 2025Q2: 939 shares; 2025Q3: 939 shares; 2025Q4: 939 shares 939$296K0.04%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,568 shares; 2025Q1: not reported; 2025Q2: 1,619 shares; 2025Q3: 1,568 shares; 2025Q4: 1,568 shares 1,568$292K0.04%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,604 shares; 2024Q4: 2,604 shares; 2025Q1: 2,610 shares; 2025Q2: 2,610 shares; 2025Q3: 2,610 shares; 2025Q4: 2,610 shares 2,610$291K0.04%0Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,102 shares; 2024Q4: 2,102 shares; 2025Q1: 2,102 shares; 2025Q2: 2,102 shares; 2025Q3: 2,102 shares; 2025Q4: 2,102 shares 2,102$288K0.04%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 1,732 shares; 2025Q1: 1,735 shares; 2025Q2: 1,755 shares; 2025Q3: 1,855 shares; 2025Q4: 1,856 shares 1,856$283K0.04%+1Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,691 shares; 2024Q4: 4,622 shares; 2025Q1: 5,730 shares; 2025Q2: 5,794 shares; 2025Q3: 82,718 shares; 2025Q4: 5,701 shares 5,701$281K0.04%-77,017Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 533 shares; 2025Q4: 599 shares 599$269K0.04%+66Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,642 shares; 2024Q4: 1,642 shares; 2025Q1: 1,472 shares; 2025Q2: 1,474 shares; 2025Q3: 1,140 shares; 2025Q4: 1,140 shares 1,140$264K0.03%0Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 919 shares; 2024Q4: 919 shares; 2025Q1: 919 shares; 2025Q2: 919 shares; 2025Q3: 919 shares; 2025Q4: 919 shares 919$257K0.03%0Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,468 shares; 2024Q4: 7,107 shares; 2025Q1: 6,868 shares; 2025Q2: 6,459 shares; 2025Q3: 3,511 shares; 2025Q4: 3,152 shares 3,152$256K0.03%-359Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 231 shares 231$248K0.03%newTimeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,700 shares 4,700$239K0.03%newTimeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,204 shares; 2025Q4: 3,223 shares 3,223$231K0.03%+19Timeline
QCLNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,106 shares; 2025Q4: 5,109 shares 5,109$228K0.03%+3Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,929 shares 7,929$216K0.03%newTimeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 896 shares; 2025Q1: 1,296 shares; 2025Q2: 1,284 shares; 2025Q3: 1,284 shares; 2025Q4: 1,100 shares 1,100$215K0.03%-184Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,950 shares; 2024Q4: not reported; 2025Q1: 1,066 shares; 2025Q2: 1,066 shares; 2025Q3: 2,478 shares; 2025Q4: 722 shares 722$214K0.03%-1,756Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,497 shares; 2024Q4: 2,497 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,497 shares; 2025Q4: 1,497 shares 1,497$211K0.03%0Timeline
FMSFRESENIUS MEDICAL CARE AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,850 shares; 2025Q1: 8,850 shares; 2025Q2: 8,850 shares; 2025Q3: 8,850 shares; 2025Q4: 8,850 shares 8,850$211K0.03%0Timeline
CVLCMORGAN STANLEY ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,466 shares 2,466$208K0.03%newTimeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,713 shares; 2024Q4: 19,757 shares; 2025Q1: 19,863 shares; 2025Q2: 15,400 shares; 2025Q3: 15,426 shares; 2025Q4: 15,753 shares 15,753$207K0.03%+327Timeline
AHRTAH RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,161 shares; 2024Q4: 29,161 shares; 2025Q1: 29,161 shares; 2025Q2: 29,161 shares; 2025Q3: 29,161 shares; 2025Q4: 29,161 shares 29,161$193K0.03%0Timeline
CULPCULP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,934 shares; 2025Q4: 41,934 shares 41,934$149K0.02%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
LOWLOWES COS INC20,574$5.17Mshares
HALOHALOZYME THERAPEUTICS INC17,950$1.32Mshares
OKEONEOK INC NEW10,000$730Kshares
PRKPARK NATL CORP4,092$665Kshares
KEYKEYCORP35,519$664Kshares
WRBBERKLEY W R CORP8,488$650Kshares
TOWNTOWNEBANK PORTSMOUTH VA17,462$604Kshares
HCAHCA HEALTHCARE INC1,274$543Kshares
PEGPUBLIC SVC ENTERPRISE GROUP6,000$501Kshares
WFCWELLS FARGO & CO5,507$462Kshares
HELOJ P MORGAN EXCHANGE TRADED F6,157$400Kshares
DFACDIMENSIONAL ETF TRUST9,832$379Kshares
WMBWILLIAMS COS INC5,000$317Kshares
ABTABBOTT LABORATORIES2,023$271Kshares
MKCMCCORMICK & CO INC3,545$237Kshares
MORGAN STANLEY ETF TRUSTMORGAN STANLEY ETF TRUST3,114$231Kshares
ORLYOREILLY AUTOMOTIVE INC2,115$228Kshares
FASTFASTENAL CO4,506$221Kshares
ENBENBRIDGE INC4,373$221Kshares
JEPIJ P MORGAN EXCHANGE TRADED F3,797$217Kshares
ITWILLINOIS TOOL WKS INC809$211Kshares
PSXPHILLIPS 661,547$210Kshares
OGSONE GAS INC2,500$202Kshares

How Q4 2025 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 0001590073-26-000002 base2026-01-23acceptance time not in the bulk data set