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Aspire Growth Partners LLC

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13F filer, CIK 2055568, MIROMAR LAKES, FL

Aspire Growth Partners LLC reported $136,814,707 across 118 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-03. Its ten largest share positions make up 48.59% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-25-001233

Period
2025-09-30
Reported value
$137M
Holdings
118
Top 10 weight
48.59%
New
6
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+1,636$1M
QQQMadded+2,747$679K
VOOVadded+3,308$660K
RGSadded+17,538$511K
CGUSadded+10,213$404K

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
CMGexited-3,863-$217K
CIexited-624-$206K
Freduced-15,699-$188K
NUEreduced-835-$113K
GMreduced-1,316-$80.2K

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, Q3 2025

Share positions as resolved from 13F-HR 0001951757-25-001233, largest first. % of portfolio is the value over $136,814,707, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,438 shares; 2025Q1: 21,902 shares; 2025Q2: 22,733 shares; 2025Q3: 24,369 shares 24,369$14.9M10.91%+1,636Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,722 shares; 2025Q1: 38,069 shares; 2025Q2: 41,608 shares; 2025Q3: 41,452 shares 41,452$10.6M7.71%-156Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,398 shares; 2025Q1: 39,039 shares; 2025Q2: 38,848 shares; 2025Q3: 42,156 shares 42,156$8.41M6.15%+3,308Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,157 shares; 2025Q1: 14,084 shares; 2025Q2: 13,546 shares; 2025Q3: 14,171 shares 14,171$7.34M5.36%+625Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,472 shares; 2025Q1: 20,603 shares; 2025Q2: 22,205 shares; 2025Q3: 24,952 shares 24,952$6.17M4.51%+2,747Timeline
CGUSCAPITAL GROUP CORE EQUITY ETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,052 shares; 2025Q1: 110,108 shares; 2025Q2: 127,590 shares; 2025Q3: 137,803 shares 137,803$5.45M3.98%+10,213Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59,945 shares; 2025Q1: 86,071 shares; 2025Q2: 95,457 shares; 2025Q3: 103,043 shares 103,043$4.33M3.17%+7,586Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,748 shares; 2025Q1: 10,216 shares; 2025Q2: 10,136 shares; 2025Q3: 10,268 shares 10,268$3.37M2.46%+132Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,967 shares; 2025Q1: 9,922 shares; 2025Q2: 9,850 shares; 2025Q3: 9,918 shares 9,918$3.13M2.29%+68Timeline
CGXUCAPITAL GROUP INTL FOCUS EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 93,961 shares; 2025Q1: 92,083 shares; 2025Q2: 92,273 shares; 2025Q3: 94,621 shares 94,621$2.8M2.05%+2,348Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,416 shares; 2025Q1: 24,359 shares; 2025Q2: 24,144 shares; 2025Q3: 24,788 shares 24,788$2.55M1.87%+644Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,651 shares; 2025Q1: 10,090 shares; 2025Q2: 9,319 shares; 2025Q3: 10,024 shares 10,024$2.2M1.61%+705Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,831 shares; 2025Q1: 7,849 shares; 2025Q2: 7,074 shares; 2025Q3: 7,118 shares 7,118$2.01M1.47%+44Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,714 shares; 2025Q1: 7,196 shares; 2025Q2: 7,016 shares; 2025Q3: 7,831 shares 7,831$1.91M1.39%+815Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,155 shares; 2025Q1: 9,440 shares; 2025Q2: 9,361 shares; 2025Q3: 9,405 shares 9,405$1.81M1.32%+44Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,223 shares; 2025Q1: 13,628 shares; 2025Q2: 14,964 shares; 2025Q3: 15,145 shares 15,145$1.71M1.25%+181Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,761 shares; 2025Q1: 17,162 shares; 2025Q2: 17,220 shares; 2025Q3: 17,284 shares 17,284$1.64M1.2%+64Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,697 shares; 2025Q1: 7,099 shares; 2025Q2: 6,584 shares; 2025Q3: 6,596 shares 6,596$1.6M1.17%+12Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,388 shares; 2025Q1: 2,398 shares; 2025Q2: 2,398 shares; 2025Q3: 2,375 shares 2,375$1.43M1.04%-23Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,424 shares; 2025Q2: 3,419 shares; 2025Q3: 3,428 shares 3,428$1.28M0.94%+9Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,693 shares; 2025Q1: 3,744 shares; 2025Q2: 3,668 shares; 2025Q3: 3,715 shares 3,715$1.27M0.93%+47Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,385 shares; 2025Q1: 2,368 shares; 2025Q2: 2,485 shares; 2025Q3: 2,498 shares 2,498$1.25M0.91%+13Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,380 shares; 2025Q1: 2,362 shares; 2025Q2: 2,342 shares; 2025Q3: 2,340 shares 2,340$1.18M0.86%-2Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,758 shares; 2025Q2: 2,734 shares; 2025Q3: 2,740 shares 2,740$1.16M0.84%+6Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,712 shares; 2025Q1: 2,767 shares; 2025Q2: 2,745 shares; 2025Q3: 2,769 shares 2,769$1.12M0.82%+24Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,512 shares; 2025Q1: 13,716 shares; 2025Q2: 13,157 shares; 2025Q3: 13,284 shares 13,284$1.1M0.81%+127Timeline
CGGRCAPITAL GROUP GROWTH ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,780 shares; 2025Q1: 28,925 shares; 2025Q2: 26,567 shares; 2025Q3: 25,041 shares 25,041$1.1M0.8%-1,526Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,767 shares; 2025Q1: 38,212 shares; 2025Q2: 37,415 shares; 2025Q3: 36,404 shares 36,404$1.03M0.75%-1,011Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,213 shares; 2025Q1: 2,244 shares; 2025Q2: 2,220 shares; 2025Q3: 2,225 shares 2,225$1.02M0.74%+5Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,494 shares; 2025Q1: 13,725 shares; 2025Q2: 14,698 shares; 2025Q3: 15,025 shares 15,025$990K0.72%+327Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,258 shares; 2025Q1: 7,232 shares; 2025Q2: 7,445 shares; 2025Q3: 7,604 shares 7,604$986K0.72%+159Timeline
RGSREGIS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,789 shares; 2025Q2: 14,649 shares; 2025Q3: 32,187 shares 32,187$938K0.69%+17,538Timeline
CGDGCAPITAL GROUP DIVIDEND GROWEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,063 shares; 2025Q1: 23,811 shares; 2025Q2: 23,811 shares; 2025Q3: 26,172 shares 26,172$907K0.66%+2,361Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,154 shares; 2025Q1: 1,212 shares; 2025Q2: 1,158 shares; 2025Q3: 1,167 shares 1,167$891K0.65%+9Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,092 shares; 2025Q1: 36,098 shares; 2025Q2: 35,588 shares; 2025Q3: 34,921 shares 34,921$859K0.63%-667Timeline
EUSAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,104 shares; 2025Q1: 13,766 shares; 2025Q2: 8,158 shares; 2025Q3: 8,193 shares 8,193$844K0.62%+35Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,997 shares; 2025Q1: 3,469 shares; 2025Q2: 3,316 shares; 2025Q3: 3,355 shares 3,355$795K0.58%+39Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,201 shares; 2025Q1: 3,178 shares; 2025Q2: 3,179 shares; 2025Q3: 3,191 shares 3,191$784K0.57%+12Timeline
UPGDINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,511 shares; 2025Q1: 10,368 shares; 2025Q2: 10,368 shares; 2025Q3: 10,340 shares 10,340$774K0.57%-28Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,486 shares; 2025Q1: 3,879 shares; 2025Q2: 2,354 shares; 2025Q3: 2,303 shares 2,303$760K0.56%-51Timeline
CGCPCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,703 shares; 2025Q3: 33,290 shares 33,290$756K0.55%+17,587Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,272 shares; 2025Q1: 3,836 shares; 2025Q2: 3,849 shares; 2025Q3: 3,863 shares 3,863$733K0.54%+14Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 904 shares; 2025Q1: 1,062 shares; 2025Q2: 1,070 shares; 2025Q3: 1,073 shares 1,073$715K0.52%+3Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,181 shares; 2025Q3: 1,155 shares 1,155$710K0.52%-26Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,405 shares; 2025Q1: 2,508 shares; 2025Q2: 2,494 shares; 2025Q3: 2,485 shares 2,485$678K0.5%-9Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,359 shares; 2025Q1: 2,975 shares; 2025Q2: 2,463 shares; 2025Q3: 2,474 shares 2,474$669K0.49%+11Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,197 shares; 2025Q1: 5,392 shares; 2025Q2: 5,152 shares; 2025Q3: 5,035 shares 5,035$649K0.47%-117Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,661 shares; 2025Q2: 6,556 shares; 2025Q3: 6,606 shares 6,606$629K0.46%+50Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,903 shares; 2025Q1: 2,443 shares; 2025Q2: 2,448 shares; 2025Q3: 2,453 shares 2,453$629K0.46%+5Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,162 shares; 2025Q1: 2,231 shares; 2025Q2: 2,342 shares; 2025Q3: 2,424 shares 2,424$616K0.45%+82Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,074 shares; 2025Q1: 16,020 shares; 2025Q2: 15,709 shares; 2025Q3: 13,995 shares 13,995$615K0.45%-1,714Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,561 shares; 2025Q1: 3,315 shares; 2025Q2: 3,297 shares; 2025Q3: 3,309 shares 3,309$614K0.45%+12Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,531 shares; 2025Q1: 11,505 shares; 2025Q2: 11,351 shares; 2025Q3: 10,035 shares 10,035$612K0.45%-1,316Timeline
STESTERIS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,435 shares; 2025Q2: 2,408 shares; 2025Q3: 2,429 shares 2,429$601K0.44%+21Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,739 shares; 2025Q1: 2,727 shares; 2025Q2: 2,694 shares; 2025Q3: 2,584 shares 2,584$598K0.44%-110Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,776 shares; 2025Q1: 2,790 shares; 2025Q2: 2,789 shares; 2025Q3: 2,795 shares 2,795$591K0.43%+6Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,198 shares; 2025Q1: 2,993 shares; 2025Q2: 3,882 shares; 2025Q3: 3,921 shares 3,921$567K0.41%+39Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,615 shares; 2025Q1: 6,752 shares; 2025Q2: 6,669 shares; 2025Q3: 6,733 shares 6,733$565K0.41%+64Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,264 shares; 2025Q1: 2,332 shares; 2025Q2: 2,320 shares; 2025Q3: 2,333 shares 2,333$551K0.4%+13Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,826 shares; 2025Q1: 58,413 shares; 2025Q2: 60,746 shares; 2025Q3: 45,047 shares 45,047$539K0.39%-15,699Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,697 shares; 2025Q1: 2,824 shares; 2025Q2: 2,765 shares; 2025Q3: 2,783 shares 2,783$530K0.39%+18Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,333 shares; 2025Q1: 22,333 shares; 2025Q2: 22,934 shares; 2025Q3: 20,536 shares 20,536$523K0.38%-2,398Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,406 shares; 2025Q1: 2,349 shares; 2025Q2: 1,173 shares; 2025Q3: 1,199 shares 1,199$522K0.38%+26Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,677 shares; 2025Q1: 1,622 shares; 2025Q2: 2,394 shares; 2025Q3: 2,414 shares 2,414$521K0.38%+20Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,059 shares; 2025Q1: 1,071 shares; 2025Q2: 1,075 shares; 2025Q3: 1,072 shares 1,072$511K0.37%-3Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,343 shares; 2025Q1: 2,371 shares; 2025Q2: 2,344 shares; 2025Q3: 2,374 shares 2,374$510K0.37%+30Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,392 shares; 2025Q1: 1,465 shares; 2025Q2: 1,397 shares; 2025Q3: 1,410 shares 1,410$488K0.36%+13Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,726 shares; 2025Q2: 1,715 shares; 2025Q3: 1,720 shares 1,720$485K0.35%+5Timeline
CGIECAPITAL GROUP INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,208 shares; 2025Q1: 14,208 shares; 2025Q2: 14,208 shares; 2025Q3: 14,208 shares 14,208$479K0.35%0Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,001 shares; 2025Q3: 7,363 shares 7,363$479K0.35%+1,362Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,046 shares; 2025Q1: 1,387 shares; 2025Q2: 1,392 shares; 2025Q3: 1,374 shares 1,374$474K0.35%-18Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 720 shares; 2025Q1: 1,112 shares; 2025Q2: 1,073 shares; 2025Q3: 1,033 shares 1,033$459K0.34%-40Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 617 shares; 2025Q1: 662 shares; 2025Q2: 613 shares; 2025Q3: 625 shares 625$459K0.34%+12Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,726 shares; 2025Q1: 2,785 shares; 2025Q2: 2,827 shares; 2025Q3: 2,844 shares 2,844$437K0.32%+17Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,020 shares; 2025Q1: 3,040 shares; 2025Q2: 3,040 shares; 2025Q3: 5,050 shares 5,050$429K0.31%+2,010Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,038 shares; 2025Q1: 3,041 shares; 2025Q2: 2,614 shares; 2025Q3: 2,627 shares 2,627$425K0.31%+13Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,325 shares; 2025Q1: 1,406 shares; 2025Q2: 1,406 shares; 2025Q3: 1,411 shares 1,411$414K0.3%+5Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,473 shares; 2025Q1: 15,520 shares; 2025Q2: 15,566 shares; 2025Q3: 15,610 shares 15,610$411K0.3%+44Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,319 shares; 2025Q1: 4,533 shares; 2025Q2: 3,856 shares; 2025Q3: 3,021 shares 3,021$409K0.3%-835Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,719 shares; 2025Q2: 1,697 shares; 2025Q3: 1,720 shares 1,720$392K0.29%+23Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 687 shares; 2025Q1: 640 shares; 2025Q2: 642 shares; 2025Q3: 556 shares 556$372K0.27%-86Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,396 shares; 2025Q1: 5,687 shares; 2025Q2: 5,329 shares; 2025Q3: 4,925 shares 4,925$371K0.27%-404Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,996 shares; 2025Q1: 3,057 shares; 2025Q2: 3,068 shares; 2025Q3: 3,080 shares 3,080$366K0.27%+12Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,390 shares; 2025Q1: 3,093 shares; 2025Q2: 2,101 shares; 2025Q3: 2,103 shares 2,103$352K0.26%+2Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 591 shares; 2025Q1: 623 shares; 2025Q2: 624 shares; 2025Q3: 625 shares 625$351K0.26%+1Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,424 shares; 2025Q1: 1,293 shares; 2025Q2: 1,274 shares; 2025Q3: 1,141 shares 1,141$343K0.25%-133Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 748 shares; 2025Q1: 749 shares; 2025Q2: 749 shares; 2025Q3: 727 shares 727$341K0.25%-22Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,568 shares; 2025Q1: 2,587 shares; 2025Q2: 2,474 shares; 2025Q3: 2,328 shares 2,328$333K0.24%-146Timeline
CTMXCYTOMX THERAPEUTICS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,780 shares; 2025Q1: 92,254 shares; 2025Q2: 102,254 shares; 2025Q3: 102,254 shares 102,254$326K0.24%0Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,834 shares; 2025Q1: 4,921 shares; 2025Q2: 4,856 shares; 2025Q3: 4,839 shares 4,839$326K0.24%-17Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,712 shares; 2025Q1: 10,529 shares; 2025Q2: 10,081 shares; 2025Q3: 10,173 shares 10,173$320K0.23%+92Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,934 shares; 2025Q1: 4,151 shares; 2025Q2: 4,129 shares; 2025Q3: 4,182 shares 4,182$316K0.23%+53Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,159 shares; 2025Q1: 1,123 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares 1,014$308K0.23%0Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,555 shares; 2025Q1: 1,542 shares; 2025Q2: 1,510 shares; 2025Q3: 1,428 shares 1,428$308K0.23%-82Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 337 shares; 2025Q1: 356 shares; 2025Q2: 323 shares; 2025Q3: 323 shares 323$299K0.22%0Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,608 shares; 2025Q1: 2,727 shares; 2025Q2: 967 shares; 2025Q3: 971 shares 971$297K0.22%+4Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,462 shares; 2025Q1: 3,030 shares; 2025Q2: 2,626 shares; 2025Q3: 2,521 shares 2,521$289K0.21%-105Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,024 shares; 2025Q2: 2,024 shares; 2025Q3: 2,034 shares 2,034$280K0.2%+10Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,602 shares; 2025Q1: 1,613 shares; 2025Q2: 1,613 shares; 2025Q3: 1,618 shares 1,618$279K0.2%+5Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,328 shares; 2025Q1: 5,465 shares; 2025Q2: 4,548 shares; 2025Q3: 4,575 shares 4,575$278K0.2%+27Timeline
CGGOCAPITAL GROUP GBL GROWTH EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,012 shares; 2025Q2: 8,012 shares; 2025Q3: 8,088 shares 8,088$276K0.2%+76Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,955 shares; 2025Q2: 7,856 shares; 2025Q3: 7,647 shares 7,647$264K0.19%-209Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,447 shares; 2025Q1: 3,999 shares; 2025Q2: 3,807 shares; 2025Q3: 3,829 shares 3,829$253K0.18%+22Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,199 shares; 2025Q1: 3,171 shares; 2025Q2: 3,107 shares; 2025Q3: 3,156 shares 3,156$245K0.18%+49Timeline
DIVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,320 shares; 2025Q2: 5,364 shares; 2025Q3: 5,451 shares 5,451$243K0.18%+87Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,806 shares; 2025Q1: 3,143 shares; 2025Q2: 3,151 shares; 2025Q3: 3,136 shares 3,136$237K0.17%-15Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,700 shares 1,700$234K0.17%newTimeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,226 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,233 shares 1,233$234K0.17%newTimeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,306 shares; 2025Q1: 1,407 shares; 2025Q2: 1,379 shares; 2025Q3: 1,371 shares 1,371$228K0.17%-8Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,354 shares; 2025Q2: 1,109 shares; 2025Q3: 1,110 shares 1,110$218K0.16%+1Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,067 shares 1,067$215K0.16%newTimeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 577 shares; 2025Q1: 677 shares; 2025Q2: 577 shares; 2025Q3: 578 shares 578$214K0.16%+1Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,910 shares; 2025Q3: 1,923 shares 1,923$213K0.16%+13Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,743 shares 3,743$213K0.16%newTimeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 448 shares 448$205K0.15%newTimeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,123 shares 3,123$204K0.15%newTimeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 425 shares; 2025Q1: 515 shares; 2025Q2: 411 shares; 2025Q3: 414 shares 414$201K0.15%+3Timeline
JPCNUVEEN PFD & INCOME OPPORTUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,773 shares; 2025Q2: 11,872 shares; 2025Q3: 12,168 shares 12,168$99.8K0.07%+296Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
CMGCHIPOTLE MEXICAN GRILL INC3,863$217Kshares
CITHE CIGNA GROUP624$206Kshares

How Q3 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 0001951757-25-001233 base2025-11-03acceptance time not in the bulk data set