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Bestgate Wealth Advisors, LLC

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13F filer, CIK 2055670, FREDERICK, MD

Bestgate Wealth Advisors, LLC reported $56,638,592 across 57 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-27. Its ten largest share positions make up 59.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002055670-25-000006

Period
2025-09-30
Reported value
$56.6M
Holdings
57
Top 10 weight
59.92%
New
5
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IEFAadded+5,828$509K
ABBVnew+1,810$419K
GOOGnew+1,095$267K
SPYMadded+3,161$248K
VGTnew+320$239K

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
HEFAexited-12,848-$466K
IJRreduced-2,634-$313K
COSTexited-230-$218K
BDXexited-885-$203K
IVVreduced-284-$190K

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 0002055670-25-000006, largest first. % of portfolio is the value over $56,638,592, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,582 shares; 2025Q1: 10,497 shares; 2025Q2: 10,497 shares; 2025Q3: 10,213 shares 10,213$6.84M12.07%-284Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,630 shares; 2025Q1: 87,852 shares; 2025Q2: 87,852 shares; 2025Q3: 89,150 shares 89,150$5.34M9.43%+1,298Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 178,094 shares; 2025Q1: 182,547 shares; 2025Q2: 182,547 shares; 2025Q3: 187,537 shares 187,537$4.4M7.77%+4,990Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,771 shares; 2025Q1: 52,338 shares; 2025Q2: 52,338 shares; 2025Q3: 55,499 shares 55,499$4.35M7.68%+3,161Timeline
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: restricted; 2024Q4: 13,378 shares; 2025Q1: 12,556 shares; 2025Q2: 12,556 shares; 2025Q3: 12,932 shares 12,932$3.2M5.64%+376Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,142 shares; 2025Q1: 11,843 shares; 2025Q2: 11,843 shares; 2025Q3: 11,990 shares 11,990$2.33M4.12%+147Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,458 shares; 2025Q1: 21,895 shares; 2025Q2: 21,895 shares; 2025Q3: 22,439 shares 22,439$2.14M3.77%+544Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,890 shares; 2025Q1: 8,727 shares; 2025Q2: 8,727 shares; 2025Q3: 9,400 shares 9,400$1.97M3.47%+673Timeline
XSVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,262 shares; 2025Q1: 29,685 shares; 2025Q2: 29,685 shares; 2025Q3: 31,431 shares 31,431$1.77M3.13%+1,746Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,590 shares; 2025Q1: 12,590 shares; 2025Q2: 12,590 shares; 2025Q3: 18,418 shares 18,418$1.61M2.84%+5,828Timeline
EMXCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,387 shares; 2025Q1: 19,788 shares; 2025Q2: 19,788 shares; 2025Q3: 20,820 shares 20,820$1.41M2.48%+1,032Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,198 shares; 2025Q1: 52,692 shares; 2025Q2: 52,692 shares; 2025Q3: 54,444 shares 54,444$1.26M2.22%+1,752Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,402 shares; 2025Q1: 46,046 shares; 2025Q2: 46,046 shares; 2025Q3: 47,176 shares 47,176$1.02M1.8%+1,130Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,814 shares; 2025Q1: 4,415 shares; 2025Q2: 4,415 shares; 2025Q3: 4,443 shares 4,443$927K1.64%+28Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,929 shares; 2025Q1: 3,924 shares; 2025Q2: 3,924 shares; 2025Q3: 3,964 shares 3,964$870K1.54%+40Timeline
SCHISCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 35,158 shares; 2025Q2: 35,158 shares; 2025Q3: 37,157 shares 37,157$858K1.51%+1,999Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,835 shares; 2025Q1: 3,197 shares; 2025Q2: 3,197 shares; 2025Q3: 2,784 shares 2,784$818K1.44%-413Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,722 shares; 2025Q1: 3,722 shares; 2025Q2: 3,722 shares; 2025Q3: 3,887 shares 3,887$791K1.4%+165Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,776 shares; 2025Q1: 2,787 shares; 2025Q2: 2,787 shares; 2025Q3: 3,216 shares 3,216$782K1.38%+429Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,291 shares; 2025Q1: 2,343 shares; 2025Q2: 2,343 shares; 2025Q3: 2,343 shares 2,343$654K1.16%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,051 shares; 2025Q1: 2,051 shares; 2025Q2: 2,051 shares; 2025Q3: 2,051 shares 2,051$647K1.14%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,420 shares; 2025Q1: 2,357 shares; 2025Q2: 2,357 shares; 2025Q3: 2,386 shares 2,386$608K1.07%+29Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,202 shares 1,202$604K1.07%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 690 shares; 2025Q1: 801 shares; 2025Q2: 801 shares; 2025Q3: 948 shares 948$581K1.03%+147Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,015 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,046 shares 1,046$542K0.96%+46Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares 223$521K0.92%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,876 shares; 2025Q1: 6,957 shares; 2025Q2: 6,957 shares; 2025Q3: 4,323 shares 4,323$514K0.91%-2,634Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,720 shares; 2025Q1: 3,628 shares; 2025Q2: 3,628 shares; 2025Q3: 3,515 shares 3,515$497K0.88%-113Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,976 shares; 2025Q1: 10,496 shares; 2025Q2: 10,496 shares; 2025Q3: 9,909 shares 9,909$435K0.77%-587Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,810 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,810 shares 1,810$419K0.74%newTimeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,316 shares; 2025Q1: 4,316 shares; 2025Q2: 4,316 shares; 2025Q3: 4,316 shares 4,316$387K0.68%0Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,778 shares; 2025Q1: 8,031 shares; 2025Q2: 8,031 shares; 2025Q3: 7,838 shares 7,838$379K0.67%-193Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,221 shares; 2025Q1: 3,198 shares; 2025Q2: 3,198 shares; 2025Q3: 3,040 shares 3,040$376K0.66%-158Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 379 shares 379$367K0.65%+31Timeline
FELVFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,850 shares; 2025Q1: 10,850 shares; 2025Q2: 10,850 shares; 2025Q3: 10,850 shares 10,850$364K0.64%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,084 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares 1,084$360K0.64%0Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,234 shares; 2025Q1: 4,234 shares; 2025Q2: 4,234 shares; 2025Q3: 4,234 shares 4,234$359K0.63%0Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,358 shares; 2025Q1: 4,358 shares; 2025Q2: 4,358 shares; 2025Q3: 4,492 shares 4,492$345K0.61%+134Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,319 shares; 2025Q1: 1,319 shares; 2025Q2: 1,319 shares; 2025Q3: 1,438 shares 1,438$341K0.6%+119Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,133 shares; 2025Q1: 1,117 shares; 2025Q2: 1,117 shares; 2025Q3: 1,117 shares 1,117$333K0.59%0Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 271 shares 271$316K0.56%+12Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,941 shares; 2025Q1: 1,941 shares; 2025Q2: 1,941 shares; 2025Q3: 1,845 shares 1,845$315K0.56%-96Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 321 shares; 2025Q3: 335 shares 335$308K0.54%+14Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,375 shares; 2025Q1: 1,376 shares; 2025Q2: 1,376 shares; 2025Q3: 1,361 shares 1,361$286K0.51%-15Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,357 shares; 2025Q1: 3,321 shares; 2025Q2: 3,321 shares; 2025Q3: 3,321 shares 3,321$281K0.5%0Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,127 shares; 2025Q1: 1,127 shares; 2025Q2: 1,127 shares; 2025Q3: 1,164 shares 1,164$277K0.49%+37Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,095 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,095 shares 1,095$267K0.47%newTimeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,345 shares; 2025Q1: 3,389 shares; 2025Q2: 3,389 shares; 2025Q3: 3,389 shares 3,389$256K0.45%0Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares 47$254K0.45%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,576 shares; 2025Q1: 1,551 shares; 2025Q2: 1,551 shares; 2025Q3: 1,551 shares 1,551$241K0.43%0Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,158 shares; 2025Q1: 1,158 shares; 2025Q2: 1,158 shares; 2025Q3: 1,158 shares 1,158$239K0.42%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 320 shares 320$239K0.42%newTimeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,265 shares; 2025Q1: 1,255 shares; 2025Q2: 1,255 shares; 2025Q3: 1,255 shares 1,255$219K0.39%0Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,329 shares; 2025Q2: 1,329 shares; 2025Q3: 1,287 shares 1,287$217K0.38%-42Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,170 shares 3,170$213K0.38%newTimeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,128 shares 1,128$209K0.37%newTimeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 687 shares; 2025Q1: 687 shares; 2025Q2: 687 shares; 2025Q3: 687 shares 687$202K0.36%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
HEFAISHARES TR12,848$466Kshares
COSTCOSTCO WHOLESALE CORPORATION230$218Kshares
BDXBECTON DICKINSON & CO885$203Kshares

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 0002055670-25-000006 base2025-10-27acceptance time not in the bulk data set