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BCWM, LLC

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13F filer, CIK 1542165, OVERLAND PARK, KS

BCWM, LLC reported $334,008,374 across 56 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-11. Its ten largest share positions make up 41.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001542165-26-000001

Period
2025-12-31
Reported value
$334M
Holdings
56
Top 10 weight
41.34%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
METAadded+8,592$5.67M
GRMNadded+15,387$3.12M
AMZNadded+11,950$2.76M
DHIadded+14,469$2.08M
GNRCadded+13,685$1.87M

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
KVUEexited-664,974-$10.8M
WMTreduced-46,038-$5.13M
JPMreduced-6,096-$1.96M
CVXreduced-9,870-$1.5M
MSFTreduced-2,553-$1.23M

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

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001542165-26-000001, largest first. % of portfolio is the value over $334,008,374, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 232,432 shares; 2025Q1: 299,257 shares; 2025Q2: 297,907 shares; 2025Q3: 299,407 shares; 2025Q4: 298,176 shares 298,176$24.2M7.25%-1,231Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 241,204 shares; 2025Q2: 252,592 shares; 2025Q3: 265,887 shares; 2025Q4: 269,673 shares 269,673$22.2M6.65%+3,786Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 91,100 shares; 2025Q1: 91,268 shares; 2025Q2: 105,189 shares; 2025Q3: 109,510 shares; 2025Q4: 112,106 shares 112,106$13.1M3.93%+2,596Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 121,300 shares; 2025Q1: 152,306 shares; 2025Q2: 146,363 shares; 2025Q3: 146,154 shares; 2025Q4: 147,476 shares 147,476$13M3.9%+1,322Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,818 shares; 2025Q1: 69,754 shares; 2025Q2: 70,394 shares; 2025Q3: 69,624 shares; 2025Q4: 84,093 shares 84,093$12.1M3.63%+14,469Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,342 shares; 2025Q1: 18,945 shares; 2025Q2: 20,423 shares; 2025Q3: 22,941 shares; 2025Q4: 23,258 shares 23,258$11.2M3.37%+317Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,987 shares; 2025Q3: 7,604 shares; 2025Q4: 16,196 shares 16,196$10.7M3.2%+8,592Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,855 shares; 2025Q1: 29,361 shares; 2025Q2: 35,873 shares; 2025Q3: 36,607 shares; 2025Q4: 51,994 shares 51,994$10.5M3.16%+15,387Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,426 shares; 2025Q1: 19,811 shares; 2025Q2: 25,978 shares; 2025Q3: 33,343 shares; 2025Q4: 45,293 shares 45,293$10.5M3.13%+11,950Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,443 shares; 2025Q1: 26,256 shares; 2025Q2: 29,008 shares; 2025Q3: 29,086 shares; 2025Q4: 30,373 shares 30,373$10.5M3.13%+1,287Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,727 shares; 2025Q1: 51,992 shares; 2025Q2: 64,434 shares; 2025Q3: 64,141 shares; 2025Q4: 65,260 shares 65,260$10.1M3.02%+1,119Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,917 shares; 2025Q1: 30,492 shares; 2025Q2: 36,880 shares; 2025Q3: 36,506 shares; 2025Q4: 36,543 shares 36,543$9.93M2.97%+37Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,175 shares; 2025Q1: 17,237 shares; 2025Q2: 18,651 shares; 2025Q3: 16,721 shares; 2025Q4: 17,166 shares 17,166$9.79M2.93%+445Timeline
GNRCGENERAC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 58,414 shares; 2025Q2: 72,484 shares; 2025Q3: 57,252 shares; 2025Q4: 70,937 shares 70,937$9.67M2.9%+13,685Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,504 shares; 2025Q1: 42,767 shares; 2025Q2: 41,769 shares; 2025Q3: 34,729 shares; 2025Q4: 28,633 shares 28,633$9.23M2.76%-6,096Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82,065 shares; 2025Q1: 91,196 shares; 2025Q2: 142,115 shares; 2025Q3: 108,096 shares; 2025Q4: 119,020 shares 119,020$8.84M2.65%+10,924Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,888 shares; 2025Q1: 19,939 shares; 2025Q2: 22,288 shares; 2025Q3: 20,804 shares; 2025Q4: 18,251 shares 18,251$8.83M2.64%-2,553Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,991 shares; 2025Q1: 36,467 shares; 2025Q2: 39,307 shares; 2025Q3: 39,554 shares; 2025Q4: 45,445 shares 45,445$8.71M2.61%+5,891Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 103,534 shares; 2025Q1: 101,217 shares; 2025Q2: 113,246 shares; 2025Q3: 122,773 shares; 2025Q4: 76,735 shares 76,735$8.55M2.56%-46,038Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106,656 shares; 2025Q1: 111,108 shares; 2025Q2: 117,679 shares; 2025Q3: 82,357 shares; 2025Q4: 83,522 shares 83,522$8.02M2.4%+1,165Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 29,618 shares; 2025Q2: 41,569 shares; 2025Q3: 37,869 shares; 2025Q4: 38,502 shares 38,502$7.18M2.15%+633Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,367 shares; 2025Q3: 60,562 shares; 2025Q4: 61,169 shares 61,169$6.44M1.93%+607Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 115,644 shares; 2025Q1: 101,959 shares; 2025Q2: 111,612 shares; 2025Q3: 112,309 shares; 2025Q4: 114,352 shares 114,352$6.1M1.83%+2,043Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110,279 shares; 2025Q1: 86,989 shares; 2025Q2: 106,071 shares; 2025Q3: 107,771 shares; 2025Q4: 109,461 shares 109,461$5.9M1.77%+1,690Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 89,834 shares; 2025Q1: 99,685 shares; 2025Q2: 99,306 shares; 2025Q3: 103,115 shares; 2025Q4: 105,140 shares 105,140$5.68M1.7%+2,025Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,060 shares; 2025Q3: 37,290 shares; 2025Q4: 37,736 shares 37,736$5.42M1.62%+446Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 85,274 shares; 2025Q1: 103,475 shares; 2025Q2: 51,883 shares; 2025Q3: 52,216 shares; 2025Q4: 54,237 shares 54,237$5.3M1.59%+2,021Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 35,962 shares; 2025Q2: 48,164 shares; 2025Q3: 50,234 shares; 2025Q4: 50,245 shares 50,245$4.98M1.49%+11Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 160,725 shares; 2025Q1: 178,808 shares; 2025Q2: 196,583 shares; 2025Q3: 199,629 shares; 2025Q4: 199,678 shares 199,678$4.97M1.49%+49Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 101,281 shares; 2025Q1: 95,281 shares; 2025Q2: 83,618 shares; 2025Q3: 83,993 shares; 2025Q4: 85,936 shares 85,936$4.96M1.48%+1,943Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106,292 shares; 2025Q1: 121,094 shares; 2025Q2: 113,816 shares; 2025Q3: 114,785 shares; 2025Q4: 115,240 shares 115,240$4.69M1.41%+455Timeline
ECHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 112,212 shares; 2025Q1: 117,007 shares; 2025Q2: 116,049 shares; 2025Q3: 112,247 shares; 2025Q4: 113,355 shares 113,355$4.58M1.37%+1,108Timeline
VNMVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 240,990 shares; 2025Q1: 261,425 shares; 2025Q2: 260,155 shares; 2025Q3: 211,810 shares; 2025Q4: 214,661 shares 214,661$4.1M1.23%+2,851Timeline
EWMISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 131,447 shares; 2025Q1: 133,160 shares; 2025Q2: 133,090 shares; 2025Q3: 144,136 shares; 2025Q4: 146,197 shares 146,197$4M1.2%+2,061Timeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 126,906 shares; 2025Q2: 126,362 shares; 2025Q3: 120,470 shares; 2025Q4: 122,017 shares 122,017$3.88M1.16%+1,547Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 27,840 shares; 2025Q2: 33,368 shares; 2025Q3: 33,524 shares; 2025Q4: 23,654 shares 23,654$3.61M1.08%-9,870Timeline
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 113,704 shares; 2025Q1: 101,686 shares; 2025Q2: 100,917 shares; 2025Q3: 91,201 shares; 2025Q4: 92,873 shares 92,873$3.56M1.06%+1,672Timeline
EIDOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 145,756 shares; 2025Q1: 162,221 shares; 2025Q2: 162,901 shares; 2025Q3: 187,519 shares; 2025Q4: 185,613 shares 185,613$3.47M1.04%-1,906Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 223,137 shares; 2025Q1: 67,263 shares; 2025Q2: 67,399 shares; 2025Q3: 68,313 shares; 2025Q4: 71,313 shares 71,313$2.11M0.63%+3,000Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75,697 shares; 2025Q1: 78,301 shares; 2025Q2: 73,102 shares; 2025Q3: 83,464 shares; 2025Q4: 86,677 shares 86,677$2.03M0.61%+3,213Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,767 shares; 2025Q1: 17,381 shares; 2025Q2: 16,517 shares; 2025Q3: 17,433 shares; 2025Q4: 18,054 shares 18,054$1.99M0.6%+621Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,529 shares; 2025Q1: 23,199 shares; 2025Q2: 22,147 shares; 2025Q3: 22,867 shares; 2025Q4: 23,748 shares 23,748$1.99M0.6%+881Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,350 shares; 2025Q3: 10,341 shares; 2025Q4: 10,165 shares 10,165$910K0.27%-176Timeline
HTFLHEARTFLOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,139 shares 31,139$908K0.27%newTimeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,774 shares; 2025Q1: 26,106 shares; 2025Q2: 29,230 shares; 2025Q3: 27,993 shares; 2025Q4: 29,489 shares 29,489$887K0.27%+1,496Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 782,608 shares; 2025Q1: 31,703 shares; 2025Q2: 31,775 shares; 2025Q3: 31,768 shares; 2025Q4: 31,768 shares 31,768$764K0.23%0Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,573 shares; 2025Q1: 18,993 shares; 2025Q2: 18,297 shares; 2025Q3: 21,198 shares; 2025Q4: 21,976 shares 21,976$720K0.22%+778Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,240 shares; 2025Q1: 24,687 shares; 2025Q2: 19,453 shares; 2025Q3: 18,867 shares; 2025Q4: 18,928 shares 18,928$586K0.18%+61Timeline
EDVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,076 shares; 2025Q1: 17,896 shares; 2025Q2: 10,163 shares; 2025Q3: 8,139 shares; 2025Q4: 7,925 shares 7,925$515K0.15%-214Timeline
ZROZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,178 shares; 2025Q1: not reported; 2025Q2: 7,713 shares; 2025Q3: 8,015 shares; 2025Q4: 6,486 shares 6,486$417K0.12%-1,529Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,657 shares; 2025Q1: 2,657 shares; 2025Q2: 2,757 shares; 2025Q3: 2,657 shares; 2025Q4: 2,657 shares 2,657$381K0.11%0Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,469 shares; 2025Q4: 4,494 shares 4,494$297K0.09%+1,025Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,803 shares; 2025Q1: 38,963 shares; 2025Q2: 2,041 shares; 2025Q3: 1,713 shares; 2025Q4: 1,713 shares 1,713$275K0.08%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,930 shares; 2025Q4: 2,035 shares 2,035$245K0.07%+105Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,564 shares; 2025Q4: 3,559 shares 3,559$231K0.07%-5Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 536 shares 536$212K0.06%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
KVUEKENVUE INC664,974$10.8Mshares

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 0001542165-26-000001 base2026-02-11acceptance time not in the bulk data set