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Beckerman Institutional, LLC

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13F filer, CIK 2043468, OCEAN GROVE, NJ

Beckerman Institutional, LLC reported $169,875,062 across 115 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-06. Its ten largest share positions make up 42.47% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002043468-25-000006

Period
2025-09-30
Reported value
$170M
Holdings
115
Top 10 weight
42.47%
New
10
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFAIadded+33,054$1.2M
FLXRadded+21,987$875K
DBNDadded+12,934$602K
MSFTadded+992$514K
ABBVnew+2,008$465K

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
PNIexited-57,744-$388K
UCONexited-15,007-$374K
SYKexited-507-$201K
IDEVreduced-1,751-$140K
PLTRreduced-672-$123K

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 0002043468-25-000006, largest first. % of portfolio is the value over $169,875,062, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,042 shares; 2024Q4: 28,228 shares; 2025Q1: 30,801 shares; 2025Q2: 31,167 shares; 2025Q3: 31,637 shares 31,637$15.9M9.36%+470Timeline
DBNDDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,960 shares; 2024Q4: 168,178 shares; 2025Q1: 175,201 shares; 2025Q2: 188,922 shares; 2025Q3: 201,856 shares 201,856$9.39M5.53%+12,934Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,138 shares; 2024Q4: 169,919 shares; 2025Q1: 186,481 shares; 2025Q2: 215,468 shares; 2025Q3: 248,522 shares 248,522$9.03M5.32%+33,054Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,276 shares; 2024Q4: 94,031 shares; 2025Q1: 98,828 shares; 2025Q2: 97,283 shares; 2025Q3: 95,532 shares 95,532$7.66M4.51%-1,751Timeline
LDURPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,576 shares; 2024Q4: 61,475 shares; 2025Q1: 63,841 shares; 2025Q2: 65,433 shares; 2025Q3: 67,494 shares 67,494$6.49M3.82%+2,061Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,181 shares; 2024Q4: 20,967 shares; 2025Q1: 22,536 shares; 2025Q2: 22,467 shares; 2025Q3: 23,325 shares 23,325$5.67M3.34%+858Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,576 shares; 2024Q4: 62,457 shares; 2025Q1: 65,799 shares; 2025Q2: 63,907 shares; 2025Q3: 63,111 shares 63,111$4.82M2.84%-796Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,804 shares; 2024Q4: 107,989 shares; 2025Q1: 107,840 shares; 2025Q2: 118,989 shares; 2025Q3: 123,996 shares 123,996$4.78M2.82%+5,007Timeline
FLXRTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,127 shares; 2025Q2: 96,235 shares; 2025Q3: 118,222 shares 118,222$4.71M2.77%+21,987Timeline
DGSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,057 shares; 2024Q4: 54,609 shares; 2025Q1: 58,459 shares; 2025Q2: 61,258 shares; 2025Q3: 64,450 shares 64,450$3.68M2.17%+3,192Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,724 shares; 2024Q4: 9,367 shares; 2025Q1: 10,297 shares; 2025Q2: 11,268 shares; 2025Q3: 11,580 shares 11,580$3.4M2%+312Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,517 shares; 2024Q4: 100,068 shares; 2025Q1: 104,885 shares; 2025Q2: 114,440 shares; 2025Q3: 121,158 shares 121,158$3.31M1.95%+6,718Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,319 shares; 2024Q4: 32,964 shares; 2025Q1: 51,901 shares; 2025Q2: 63,204 shares; 2025Q3: 68,120 shares 68,120$3.14M1.85%+4,916Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,186 shares; 2024Q4: 90,287 shares; 2025Q1: 97,379 shares; 2025Q2: 115,746 shares; 2025Q3: 126,705 shares 126,705$3.09M1.82%+10,959Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,527 shares; 2024Q4: 23,602 shares; 2025Q1: 25,484 shares; 2025Q2: 27,154 shares; 2025Q3: 27,392 shares 27,392$2.83M1.67%+238Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,065 shares; 2024Q4: 35,699 shares; 2025Q1: 38,131 shares; 2025Q2: 41,226 shares; 2025Q3: 43,293 shares 43,293$2.52M1.48%+2,067Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,907 shares; 2024Q4: 41,837 shares; 2025Q1: 45,944 shares; 2025Q2: 50,404 shares; 2025Q3: 53,989 shares 53,989$2.51M1.47%+3,585Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,198 shares; 2024Q4: 38,326 shares; 2025Q1: 43,473 shares; 2025Q2: 41,176 shares; 2025Q3: 43,154 shares 43,154$2.3M1.35%+1,978Timeline
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,479 shares; 2024Q4: 29,414 shares; 2025Q1: 32,574 shares; 2025Q2: 32,844 shares; 2025Q3: 33,847 shares 33,847$2.26M1.33%+1,003Timeline
MTBASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,262 shares; 2024Q4: 31,433 shares; 2025Q1: 33,633 shares; 2025Q2: 35,580 shares; 2025Q3: 43,629 shares 43,629$2.2M1.29%+8,049Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,037 shares; 2024Q4: 25,037 shares; 2025Q1: 27,786 shares; 2025Q2: 29,977 shares; 2025Q3: 32,085 shares 32,085$2.17M1.28%+2,108Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,948 shares; 2024Q4: 33,728 shares; 2025Q1: 37,549 shares; 2025Q2: 41,755 shares; 2025Q3: 46,736 shares 46,736$2.13M1.25%+4,981Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,415 shares; 2024Q4: 24,220 shares; 2025Q1: 24,220 shares; 2025Q2: 24,220 shares; 2025Q3: 23,834 shares 23,834$2.12M1.25%-386Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,790 shares; 2024Q4: 47,823 shares; 2025Q1: 51,412 shares; 2025Q2: 56,577 shares; 2025Q3: 62,829 shares 62,829$1.98M1.17%+6,252Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,566 shares; 2024Q4: 2,482 shares; 2025Q1: 2,488 shares; 2025Q2: 2,533 shares; 2025Q3: 2,531 shares 2,531$1.86M1.09%-2Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,095 shares; 2024Q4: 26,792 shares; 2025Q1: 26,794 shares; 2025Q2: 26,642 shares; 2025Q3: 26,595 shares 26,595$1.81M1.07%-47Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,498 shares; 2024Q4: 7,732 shares; 2025Q1: 8,002 shares; 2025Q2: 7,938 shares; 2025Q3: 8,521 shares 8,521$1.78M1.05%+583Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,923 shares; 2024Q4: 5,587 shares; 2025Q1: 5,374 shares; 2025Q2: 5,474 shares; 2025Q3: 6,972 shares 6,972$1.78M1.05%+1,498Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,067 shares; 2024Q4: 34,385 shares; 2025Q1: 34,135 shares; 2025Q2: 32,385 shares; 2025Q3: 34,856 shares 34,856$1.74M1.02%+2,471Timeline
BCVBANCROFT FD LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,260 shares; 2024Q4: 66,809 shares; 2025Q1: 75,763 shares; 2025Q2: 75,779 shares; 2025Q3: 74,919 shares 74,919$1.64M0.97%-860Timeline
FRELFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,736 shares; 2024Q4: 30,567 shares; 2025Q1: 34,874 shares; 2025Q2: 49,792 shares; 2025Q3: 58,818 shares 58,818$1.64M0.96%+9,026Timeline
FCOMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,219 shares; 2024Q4: 23,323 shares; 2025Q1: 23,252 shares; 2025Q2: 22,107 shares; 2025Q3: 22,673 shares 22,673$1.61M0.95%+566Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,424 shares; 2024Q4: 18,471 shares; 2025Q1: 19,530 shares; 2025Q2: 19,306 shares; 2025Q3: 18,232 shares 18,232$1.59M0.94%-1,074Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,094 shares; 2024Q4: 39,600 shares; 2025Q1: 38,823 shares; 2025Q2: 34,235 shares; 2025Q3: 33,823 shares 33,823$1.55M0.91%-412Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,951 shares; 2025Q1: 1,894 shares; 2025Q2: 1,936 shares; 2025Q3: 2,928 shares 2,928$1.52M0.89%+992Timeline
TYTRI CONTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,924 shares; 2024Q4: 41,632 shares; 2025Q1: 41,653 shares; 2025Q2: 41,500 shares; 2025Q3: 41,017 shares 41,017$1.39M0.82%-483Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,883 shares; 2024Q4: 12,793 shares; 2025Q1: 13,162 shares; 2025Q2: 11,998 shares; 2025Q3: 11,165 shares 11,165$1.33M0.78%-833Timeline
AMJBJPMORGAN CHASE FINL CO LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,595 shares; 2024Q4: 33,619 shares; 2025Q1: 37,973 shares; 2025Q2: 37,442 shares; 2025Q3: 38,318 shares 38,318$1.13M0.67%+876Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,708 shares; 2024Q4: 23,966 shares; 2025Q1: 21,900 shares; 2025Q2: 19,984 shares; 2025Q3: 19,547 shares 19,547$1.12M0.66%-437Timeline
XSOEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,545 shares; 2024Q4: 29,379 shares; 2025Q1: 29,542 shares; 2025Q2: 29,478 shares; 2025Q3: 28,587 shares 28,587$1.08M0.64%-891Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 2,584 shares; 2025Q1: 2,501 shares; 2025Q2: 2,401 shares; 2025Q3: 3,400 shares 3,400$1.07M0.63%+999Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,515 shares; 2025Q1: 2,611 shares; 2025Q2: 2,611 shares; 2025Q3: 2,917 shares 2,917$957K0.56%+306Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,215 shares; 2024Q4: 11,244 shares; 2025Q1: 11,751 shares; 2025Q2: 11,751 shares; 2025Q3: 11,850 shares 11,850$928K0.55%+99Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,620 shares; 2024Q4: 15,488 shares; 2025Q1: 15,702 shares; 2025Q2: 14,647 shares; 2025Q3: 14,648 shares 14,648$878K0.52%+1Timeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,732 shares; 2024Q4: 7,605 shares; 2025Q1: 8,215 shares; 2025Q2: 8,215 shares; 2025Q3: 8,007 shares 8,007$859K0.51%-208Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,568 shares; 2024Q4: 10,619 shares; 2025Q1: 10,619 shares; 2025Q2: 9,687 shares; 2025Q3: 9,679 shares 9,679$858K0.51%-8Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,761 shares; 2024Q4: 10,715 shares; 2025Q1: 11,595 shares; 2025Q2: 11,595 shares; 2025Q3: 16,691 shares 16,691$845K0.5%+5,096Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,798 shares; 2024Q4: 5,798 shares; 2025Q1: 5,798 shares; 2025Q2: 5,798 shares; 2025Q3: 5,798 shares 5,798$844K0.5%0Timeline
GGZGABELLI GLOBAL SMALL & MID CQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,325 shares; 2025Q2: 41,874 shares; 2025Q3: 57,943 shares 57,943$837K0.49%+16,069Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,063 shares; 2024Q4: 23,994 shares; 2025Q1: 27,564 shares; 2025Q2: 25,986 shares; 2025Q3: 29,945 shares 29,945$804K0.47%+3,959Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,141 shares; 2025Q1: 1,274 shares; 2025Q2: 1,274 shares; 2025Q3: 1,277 shares 1,277$782K0.46%+3Timeline
MINOPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,437 shares; 2024Q4: 13,073 shares; 2025Q1: 16,987 shares; 2025Q2: 16,987 shares; 2025Q3: 16,987 shares 16,987$770K0.45%0Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,114 shares; 2025Q3: 16,414 shares 16,414$760K0.45%+8,300Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,924 shares; 2024Q4: 5,075 shares; 2025Q1: 5,140 shares; 2025Q2: 5,140 shares; 2025Q3: 5,139 shares 5,139$733K0.43%-1Timeline
NFJVIRTUS DIVIDEND INTEREST & PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,487 shares; 2024Q4: 58,113 shares; 2025Q1: 59,077 shares; 2025Q2: 58,070 shares; 2025Q3: 56,155 shares 56,155$731K0.43%-1,915Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,996 shares; 2024Q4: 9,030 shares; 2025Q1: 9,143 shares; 2025Q2: 7,879 shares; 2025Q3: 9,836 shares 9,836$716K0.42%+1,957Timeline
PDNINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,987 shares; 2024Q4: 18,769 shares; 2025Q1: 20,147 shares; 2025Q2: 19,476 shares; 2025Q3: 17,399 shares 17,399$715K0.42%-2,077Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,827 shares; 2024Q4: 3,810 shares; 2025Q1: 3,759 shares; 2025Q2: 3,759 shares; 2025Q3: 3,707 shares 3,707$696K0.41%-52Timeline
MOATVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,385 shares; 2024Q4: 8,404 shares; 2025Q1: 7,643 shares; 2025Q2: 7,338 shares; 2025Q3: 7,019 shares 7,019$696K0.41%-319Timeline
TOTLSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,695 shares; 2024Q4: 15,165 shares; 2025Q1: 18,919 shares; 2025Q2: 18,232 shares; 2025Q3: 16,646 shares 16,646$675K0.4%-1,586Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,942 shares; 2025Q1: 3,104 shares; 2025Q2: 3,023 shares; 2025Q3: 3,024 shares 3,024$631K0.37%+1Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,809 shares; 2024Q4: 3,809 shares; 2025Q1: 3,809 shares; 2025Q2: 3,809 shares; 2025Q3: 3,809 shares 3,809$618K0.36%0Timeline
ECATBLACKROCK ESG CAP ALLC TERMQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,235 shares; 2024Q4: 51,585 shares; 2025Q1: 42,245 shares; 2025Q2: 38,919 shares; 2025Q3: 36,816 shares 36,816$604K0.36%-2,103Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,957 shares; 2024Q4: 1,957 shares; 2025Q1: 1,957 shares; 2025Q2: 1,957 shares; 2025Q3: 1,957 shares 1,957$602K0.35%0Timeline
GSIEGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,878 shares; 2024Q4: 15,878 shares; 2025Q1: 15,878 shares; 2025Q2: 15,714 shares; 2025Q3: 14,647 shares 14,647$602K0.35%-1,067Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares 3,500$590K0.35%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 716 shares; 2025Q1: 787 shares; 2025Q2: 772 shares; 2025Q3: 773 shares 773$576K0.34%+1Timeline
VBILVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,250 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares 7,500$567K0.33%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,626 shares; 2024Q4: 11,456 shares; 2025Q1: 10,945 shares; 2025Q2: 10,865 shares; 2025Q3: 10,866 shares 10,866$561K0.33%+1Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,136 shares; 2024Q4: 2,136 shares; 2025Q1: 2,736 shares; 2025Q2: 2,736 shares; 2025Q3: 2,592 shares 2,592$559K0.33%-144Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: 796 shares; 2025Q3: 797 shares 797$533K0.31%+1Timeline
FLGBFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,774 shares; 2024Q4: 14,869 shares; 2025Q1: 16,899 shares; 2025Q2: 16,366 shares; 2025Q3: 16,346 shares 16,346$528K0.31%-20Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 1,398 shares; 2025Q1: 1,383 shares; 2025Q2: 1,412 shares; 2025Q3: 2,366 shares 2,366$520K0.31%+954Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 4,114 shares; 2025Q1: 4,752 shares; 2025Q2: 4,696 shares; 2025Q3: 4,608 shares 4,608$510K0.3%-88Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,008 shares 2,008$465K0.27%newTimeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,036 shares; 2024Q4: 10,036 shares; 2025Q1: 10,036 shares; 2025Q2: 10,036 shares; 2025Q3: 10,036 shares 10,036$454K0.27%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,268 shares; 2025Q1: 1,391 shares; 2025Q2: 1,268 shares; 2025Q3: 1,269 shares 1,269$451K0.27%+1Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,998 shares; 2024Q4: 16,538 shares; 2025Q1: 17,635 shares; 2025Q2: 17,444 shares; 2025Q3: 17,537 shares 17,537$447K0.26%+93Timeline
FNCLFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,527 shares; 2024Q4: 5,580 shares; 2025Q1: 5,693 shares; 2025Q2: 5,673 shares; 2025Q3: 5,673 shares 5,673$433K0.25%0Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,064 shares; 2024Q4: 8,811 shares; 2025Q1: 8,856 shares; 2025Q2: 9,057 shares; 2025Q3: 8,887 shares 8,887$426K0.25%-170Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,094 shares; 2024Q4: 2,744 shares; 2025Q1: 2,745 shares; 2025Q2: 2,388 shares; 2025Q3: 2,390 shares 2,390$417K0.25%+2Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,505 shares; 2025Q1: 4,923 shares; 2025Q2: 4,923 shares; 2025Q3: 6,243 shares 6,243$414K0.24%+1,320Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,195 shares 2,195$407K0.24%newTimeline
CGNGCAPITAL GROUP NEW GEOGRAPHYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,752 shares; 2025Q3: 12,664 shares 12,664$391K0.23%+1,912Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,173 shares; 2025Q3: 7,148 shares 7,148$374K0.22%+975Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 2,730 shares; 2025Q1: 2,751 shares; 2025Q2: 2,682 shares; 2025Q3: 2,550 shares 2,550$368K0.22%-132Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,218 shares; 2024Q4: 3,818 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,001 shares 4,001$366K0.22%+1Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 421 shares; 2025Q1: 541 shares; 2025Q2: 450 shares; 2025Q3: 450 shares 450$358K0.21%0Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,852 shares; 2024Q4: 5,844 shares; 2025Q1: 6,039 shares; 2025Q2: 5,872 shares; 2025Q3: 5,392 shares 5,392$355K0.21%-480Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,024 shares 1,024$350K0.21%newTimeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,081 shares; 2024Q4: 6,081 shares; 2025Q1: 6,081 shares; 2025Q2: 6,081 shares; 2025Q3: 6,081 shares 6,081$348K0.2%0Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,104 shares; 2024Q4: 4,167 shares; 2025Q1: 4,264 shares; 2025Q2: 4,113 shares; 2025Q3: 4,101 shares 4,101$339K0.2%-12Timeline
IAUMISHARES GOLD TRUST MICROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,725 shares 8,725$336K0.2%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 1,455 shares; 2025Q1: 1,491 shares; 2025Q2: 1,376 shares; 2025Q3: 1,377 shares 1,377$335K0.2%+1Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: 1,568 shares; 2025Q1: 1,568 shares; 2025Q2: 1,579 shares; 2025Q3: 1,551 shares 1,551$330K0.19%-28Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,881 shares 1,881$321K0.19%newTimeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,841 shares; 2024Q4: 4,841 shares; 2025Q1: 4,841 shares; 2025Q2: 4,841 shares; 2025Q3: 4,841 shares 4,841$320K0.19%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,668 shares 4,668$319K0.19%newTimeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,891 shares 3,891$307K0.18%newTimeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,745 shares; 2024Q4: 5,436 shares; 2025Q1: 4,561 shares; 2025Q2: 4,026 shares; 2025Q3: 3,998 shares 3,998$307K0.18%-28Timeline
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: 634 shares; 2024Q4: 634 shares; 2025Q1: 634 shares; 2025Q2: 443 shares; 2025Q3: 448 shares 448$298K0.18%+5Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,820 shares 2,820$291K0.17%newTimeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 604 shares; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 584 shares 584$261K0.15%-20Timeline
IBBQINVESCO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,599 shares 10,599$258K0.15%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 431 shares 431$258K0.15%+2Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,024 shares; 2025Q1: not reported; 2025Q2: 2,026 shares; 2025Q3: 1,354 shares 1,354$247K0.15%-672Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 977 shares; 2025Q3: 977 shares 977$230K0.14%0Timeline
JBNDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,225 shares; 2024Q4: 4,228 shares; 2025Q1: 4,231 shares; 2025Q2: 4,234 shares; 2025Q3: 4,237 shares 4,237$229K0.14%+3Timeline
UFEBINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,186 shares; 2025Q2: 6,186 shares; 2025Q3: 6,186 shares 6,186$221K0.13%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,306 shares; 2025Q2: 7,310 shares; 2025Q3: 7,314 shares 7,314$207K0.12%+4Timeline
CGCARLYLE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,291 shares 3,291$206K0.12%newTimeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,086 shares; 2024Q4: 2,044 shares; 2025Q1: 2,099 shares; 2025Q2: 1,968 shares; 2025Q3: 1,834 shares 1,834$203K0.12%-134Timeline
RGTROYCE GLOBAL TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,891 shares; 2024Q4: 12,891 shares; 2025Q1: 12,891 shares; 2025Q2: 12,891 shares; 2025Q3: 12,891 shares 12,891$167K0.1%0Timeline
ECFELLSWORTH GROWTH & INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,668 shares; 2024Q4: 12,794 shares; 2025Q1: 12,794 shares; 2025Q2: 12,794 shares; 2025Q3: 12,794 shares 12,794$148K0.09%0Timeline
TNGYTORTOISE CAPITAL SERIES TRUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,172 shares; 2025Q3: 11,172 shares 11,172$101K0.06%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
PNIPIMCO NEW YORK MUN FD II57,744$388Kshares
UCONFIRST TR EXCHNG TRADED FD VI15,007$374Kshares
SYKSTRYKER CORPORATION507$201Kshares

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 0002043468-25-000006 base2025-11-06acceptance time not in the bulk data set