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Arbor Wealth Advisors LLC

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13F filer, CIK 2009890, TROY, MI

Arbor Wealth Advisors LLC reported $140,329,289 across 56 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-12. Its ten largest share positions make up 72.33% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000024

Period
2025-12-31
Reported value
$140M
Holdings
56
Top 10 weight
72.33%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BXnew+9,370$1.44M
VTIadded+1,690$567K
AVUVadded+5,445$555K
AVLVnew+5,510$417K
VXUSadded+4,743$358K

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
AMDexited-1,560-$252K
CTOSexited-15,260-$98K
APTVreduced-720-$54.8K
IEFAreduced-455-$40.7K
IWBreduced-97-$36.2K

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 0001754960-26-000024, largest first. % of portfolio is the value over $140,329,289, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 162,782 shares; 2025Q1: 166,578 shares; 2025Q2: 166,578 shares; 2025Q3: 166,988 shares; 2025Q4: 168,290 shares 168,290$32.1M22.9%+1,302Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 289,202 shares; 2025Q1: 294,434 shares; 2025Q2: 313,113 shares; 2025Q3: 305,720 shares; 2025Q4: 310,463 shares 310,463$23.4M16.69%+4,743Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,418 shares; 2025Q1: 50,370 shares; 2025Q2: 50,350 shares; 2025Q3: 50,360 shares; 2025Q4: 50,370 shares 50,370$13M9.26%+10Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,407 shares; 2025Q1: 35,610 shares; 2025Q2: 35,610 shares; 2025Q3: 35,642 shares; 2025Q4: 35,710 shares 35,710$7.56M5.39%+68Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,971 shares; 2025Q1: 18,521 shares; 2025Q2: 18,221 shares; 2025Q3: 18,140 shares; 2025Q4: 19,830 shares 19,830$6.65M4.74%+1,690Timeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,411 shares; 2025Q1: 108,607 shares; 2025Q2: 108,718 shares; 2025Q3: 108,718 shares; 2025Q4: 108,718 shares 108,718$4.9M3.49%0Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117,251 shares; 2025Q1: 115,776 shares; 2025Q2: 115,776 shares; 2025Q3: 115,776 shares; 2025Q4: 115,776 shares 115,776$4.58M3.27%0Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,214 shares; 2025Q1: 23,214 shares; 2025Q2: 23,214 shares; 2025Q3: 23,214 shares; 2025Q4: 23,214 shares 23,214$3.33M2.37%0Timeline
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: restricted; 2024Q4: 4,442 shares; 2025Q1: 4,441 shares; 2025Q2: 4,441 shares; 2025Q3: 4,441 shares; 2025Q4: 4,441 shares 4,441$3.03M2.16%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47,683 shares; 2025Q1: 47,883 shares; 2025Q2: 37,046 shares; 2025Q3: 45,301 shares; 2025Q4: 46,316 shares 46,316$2.89M2.06%+1,015Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,903 shares; 2025Q1: 18,355 shares; 2025Q2: 21,695 shares; 2025Q3: 22,865 shares; 2025Q4: 28,310 shares 28,310$2.89M2.06%+5,445Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,024 shares; 2025Q1: 31,453 shares; 2025Q2: 32,668 shares; 2025Q3: 35,373 shares; 2025Q4: 35,228 shares 35,228$2.78M1.98%-145Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,030 shares; 2025Q1: 3,040 shares; 2025Q2: 3,049 shares; 2025Q3: 3,058 shares; 2025Q4: 3,069 shares 3,069$2.1M1.5%+11Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,144 shares; 2025Q1: 3,694 shares; 2025Q2: 3,694 shares; 2025Q3: 3,694 shares; 2025Q4: 3,692 shares 3,692$1.86M1.32%-2Timeline
LEALEAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,191 shares; 2025Q1: 14,191 shares; 2025Q2: 14,191 shares; 2025Q3: 14,191 shares; 2025Q4: 14,191 shares 14,191$1.63M1.16%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,271 shares; 2025Q1: 7,282 shares; 2025Q2: 7,282 shares; 2025Q3: 7,292 shares; 2025Q4: 7,311 shares 7,311$1.61M1.15%+19Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,163 shares; 2025Q1: 3,163 shares; 2025Q2: 3,163 shares; 2025Q3: 3,163 shares; 2025Q4: 3,163 shares 3,163$1.53M1.09%0Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,370 shares 9,370$1.44M1.03%newTimeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,437 shares; 2025Q1: 2,437 shares; 2025Q2: 2,437 shares; 2025Q3: 2,437 shares; 2025Q4: 2,437 shares 2,437$1.4M0.99%0Timeline
APTVAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,689 shares; 2025Q1: 17,684 shares; 2025Q2: 17,684 shares; 2025Q3: 17,684 shares; 2025Q4: 16,964 shares 16,964$1.29M0.92%-720Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,391 shares; 2025Q1: 23,434 shares; 2025Q2: 23,439 shares; 2025Q3: 23,450 shares; 2025Q4: 23,489 shares 23,489$1.26M0.9%+39Timeline
VBILVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,255 shares; 2025Q4: 15,255 shares 15,255$1.15M0.82%0Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,239 shares; 2025Q3: 5,239 shares; 2025Q4: 5,225 shares 5,225$1.13M0.81%-14Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,095 shares; 2025Q1: 3,095 shares; 2025Q2: 3,095 shares; 2025Q3: 3,095 shares; 2025Q4: 3,095 shares 3,095$1.04M0.74%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,161 shares; 2025Q1: 3,153 shares; 2025Q2: 3,138 shares; 2025Q3: 3,116 shares; 2025Q4: 3,105 shares 3,105$1M0.71%-11Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,496 shares; 2025Q3: 1,496 shares; 2025Q4: 1,496 shares 1,496$938K0.67%0Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,543 shares; 2025Q1: 20,543 shares; 2025Q2: 20,543 shares; 2025Q3: 19,151 shares; 2025Q4: 18,601 shares 18,601$867K0.62%-550Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,624 shares; 2025Q1: 2,624 shares; 2025Q2: 2,688 shares; 2025Q3: 2,690 shares; 2025Q4: 2,697 shares 2,697$846K0.6%+7Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,636 shares; 2025Q1: 9,636 shares; 2025Q2: 9,636 shares; 2025Q3: 9,636 shares; 2025Q4: 9,680 shares 9,680$803K0.57%+44Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,909 shares; 2025Q1: 4,909 shares; 2025Q2: 4,909 shares; 2025Q3: 4,909 shares; 2025Q4: 4,909 shares 4,909$705K0.5%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,946 shares; 2025Q1: 1,946 shares; 2025Q2: 2,048 shares; 2025Q3: 2,048 shares; 2025Q4: 2,060 shares 2,060$645K0.46%+12Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,265 shares; 2025Q1: 8,267 shares; 2025Q2: 8,265 shares; 2025Q3: 8,265 shares; 2025Q4: 8,265 shares 8,265$578K0.41%0Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,650 shares; 2025Q1: 9,650 shares; 2025Q2: 9,650 shares; 2025Q3: 9,650 shares; 2025Q4: 9,650 shares 9,650$548K0.39%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,117 shares; 2025Q1: 2,117 shares; 2025Q2: 2,338 shares; 2025Q3: 2,320 shares; 2025Q4: 2,351 shares 2,351$543K0.39%+31Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000$531K0.38%0Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,337 shares; 2025Q1: 5,337 shares; 2025Q2: 5,337 shares; 2025Q3: 5,337 shares; 2025Q4: 5,337 shares 5,337$514K0.37%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,461 shares; 2025Q1: 1,461 shares; 2025Q2: 1,461 shares; 2025Q3: 1,461 shares; 2025Q4: 1,461 shares 1,461$503K0.36%0Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,572 shares; 2025Q1: 1,419 shares; 2025Q2: 1,419 shares; 2025Q3: 1,419 shares; 2025Q4: 1,322 shares 1,322$494K0.35%-97Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,808 shares; 2025Q1: 3,808 shares; 2025Q2: 3,808 shares; 2025Q3: 3,808 shares; 2025Q4: 3,808 shares 3,808$491K0.35%0Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,219 shares; 2025Q1: 37,219 shares; 2025Q2: 37,219 shares; 2025Q3: 37,219 shares; 2025Q4: 37,219 shares 37,219$488K0.35%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,657 shares; 2025Q1: 1,657 shares; 2025Q2: 1,657 shares; 2025Q3: 1,657 shares; 2025Q4: 1,657 shares 1,657$451K0.32%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,382 shares; 2025Q1: 2,382 shares; 2025Q2: 2,382 shares; 2025Q3: 2,382 shares; 2025Q4: 2,382 shares 2,382$437K0.31%0Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,366 shares; 2025Q1: 1,381 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 1,366 shares 1,366$435K0.31%0Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,510 shares 5,510$417K0.3%newTimeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,910 shares; 2025Q1: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares 1,910$402K0.29%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,631 shares; 2025Q1: 15,631 shares; 2025Q2: 15,631 shares; 2025Q3: 15,631 shares; 2025Q4: 15,631 shares 15,631$388K0.28%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,164 shares; 2025Q1: 3,164 shares; 2025Q2: 3,164 shares; 2025Q3: 3,164 shares; 2025Q4: 3,164 shares 3,164$380K0.27%0Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,765 shares; 2025Q1: 4,765 shares; 2025Q2: 4,765 shares; 2025Q3: 4,765 shares; 2025Q4: 4,765 shares 4,765$332K0.24%0Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,668 shares; 2025Q1: 2,949 shares; 2025Q2: 4,217 shares; 2025Q3: 4,235 shares; 2025Q4: 4,260 shares 4,260$332K0.24%+25Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 890 shares; 2025Q1: not reported; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 860 shares 860$298K0.21%-30Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 550 shares; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares 550$260K0.19%0Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,267 shares; 2025Q3: 7,267 shares; 2025Q4: 7,267 shares 7,267$238K0.17%0Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,904 shares; 2025Q3: 1,904 shares; 2025Q4: 1,904 shares 1,904$228K0.16%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,882 shares; 2025Q1: 2,882 shares; 2025Q2: 2,882 shares; 2025Q3: 2,882 shares; 2025Q4: 2,427 shares 2,427$217K0.15%-455Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,408 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,406 shares; 2025Q4: 2,406 shares 2,406$212K0.15%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 693 shares; 2025Q3: not reported; 2025Q4: 691 shares 691$205K0.15%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
AMDADVANCED MICRO DEVICES INC1,560$252Kshares
CTOSCUSTOM TRUCK ONE SOURCE INC15,260$98Kshares

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 0001754960-26-000024 base2026-01-12acceptance time not in the bulk data set