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Boston Standard Wealth Management, LLC

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13F filer, CIK 1630939, WINCHESTER, MA

Boston Standard Wealth Management, LLC reported $610,855,679 across 56 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-20. Its ten largest share positions make up 81.18% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001630939-26-000004

Period
2026-03-31
Reported value
$611M
Holdings
56
Top 10 weight
81.18%
New
5
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VCRBnew+149,695$11.5M
BILnew+100,608$9.19M
IAGGadded+25,896$1.29M
SPTSadded+28,203$820K
REETadded+11,657$296K

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
BNDreduced-123,099-$9.04M
SPDWreduced-31,822-$1.48M
VTIreduced-1,665-$538K
VEUreduced-5,577-$424K
VWOreduced-7,056-$383K

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, Q1 2026

Share positions as resolved from 13F-HR 0001630939-26-000004, largest first. % of portfolio is the value over $610,855,679, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 662,446 shares; 2025Q1: 642,752 shares; 2025Q2: 676,828 shares; 2025Q3: 666,665 shares; 2025Q4: 669,718 shares; 2026Q1: 668,053 shares 668,053$216M35.36%-1,665Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 816,301 shares; 2025Q1: 725,675 shares; 2025Q2: 854,729 shares; 2025Q3: 887,904 shares; 2025Q4: 920,885 shares; 2026Q1: 797,786 shares 797,786$58.6M9.59%-123,099Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 998,144 shares; 2025Q1: 941,380 shares; 2025Q2: 1,006,361 shares; 2025Q3: 980,548 shares; 2025Q4: 991,592 shares; 2026Q1: 959,770 shares 959,770$44.5M7.29%-31,822Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 690,338 shares; 2025Q1: 594,562 shares; 2025Q2: 714,668 shares; 2025Q3: 738,557 shares; 2025Q4: 787,162 shares; 2026Q1: 813,058 shares 813,058$40.5M6.64%+25,896Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 348,004 shares; 2025Q1: 360,960 shares; 2025Q2: 341,551 shares; 2025Q3: 342,411 shares; 2025Q4: 333,247 shares; 2026Q1: 336,170 shares 336,170$26.8M4.38%+2,923Timeline
SPTSSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 726,663 shares; 2025Q1: 724,694 shares; 2025Q2: 747,610 shares; 2025Q3: 785,241 shares; 2025Q4: 824,795 shares; 2026Q1: 852,998 shares 852,998$24.8M4.06%+28,203Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 210,228 shares; 2025Q1: 185,519 shares; 2025Q2: 232,865 shares; 2025Q3: 202,880 shares; 2025Q4: 210,231 shares; 2026Q1: 212,459 shares 212,459$22.6M3.69%+2,228Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 277,407 shares; 2025Q1: 259,208 shares; 2025Q2: 295,689 shares; 2025Q3: 294,861 shares; 2025Q4: 297,682 shares; 2026Q1: 292,105 shares 292,105$22.2M3.64%-5,577Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 393,670 shares; 2025Q1: 366,716 shares; 2025Q2: 395,006 shares; 2025Q3: 387,620 shares; 2025Q4: 394,426 shares; 2026Q1: 387,370 shares 387,370$21M3.44%-7,056Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 354,342 shares; 2025Q1: 335,826 shares; 2025Q2: 374,051 shares; 2025Q3: 376,264 shares; 2025Q4: 386,674 shares; 2026Q1: 386,844 shares 386,844$18.8M3.08%+170Timeline
REETISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 589,380 shares; 2025Q1: 551,157 shares; 2025Q2: 612,418 shares; 2025Q3: 633,416 shares; 2025Q4: 664,644 shares; 2026Q1: 676,301 shares 676,301$17.2M2.81%+11,657Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119,057 shares; 2025Q1: 3,164 shares; 2025Q2: 81,420 shares; 2025Q3: 81,278 shares; 2025Q4: 81,222 shares; 2026Q1: 81,170 shares 81,170$14.3M2.34%-52Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 149,695 shares 149,695$11.5M1.89%newTimeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,948 shares; 2025Q1: 36,834 shares; 2025Q2: 52,349 shares; 2025Q3: 78,686 shares; 2025Q4: not reported; 2026Q1: 100,608 shares 100,608$9.19M1.51%newTimeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,316 shares; 2025Q1: 65,843 shares; 2025Q2: 70,374 shares; 2025Q3: 81,171 shares; 2025Q4: 79,125 shares; 2026Q1: 79,172 shares 79,172$8.96M1.47%+47Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,505 shares; 2025Q1: 29,837 shares; 2025Q2: 35,187 shares; 2025Q3: 35,804 shares; 2025Q4: 36,741 shares; 2026Q1: 36,767 shares 36,767$7.64M1.25%+26Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,633 shares; 2025Q1: 36,724 shares; 2025Q2: 45,053 shares; 2025Q3: 45,519 shares; 2025Q4: 47,198 shares; 2026Q1: 45,606 shares 45,606$6.75M1.1%-1,592Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,627 shares; 2025Q1: not reported; 2025Q2: 9,507 shares; 2025Q3: 95,790 shares; 2025Q4: 101,384 shares; 2026Q1: 105,688 shares 105,688$5.29M0.87%+4,304Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 74,539 shares; 2025Q1: 71,507 shares; 2025Q2: 73,387 shares; 2025Q3: 73,392 shares; 2025Q4: 73,428 shares; 2026Q1: 71,809 shares 71,809$3.38M0.55%-1,619Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,885 shares; 2025Q1: 36,166 shares; 2025Q2: 39,331 shares; 2025Q3: 45,258 shares; 2025Q4: 44,684 shares; 2026Q1: 43,214 shares 43,214$3.14M0.51%-1,470Timeline
NUBDNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,156 shares; 2025Q1: 87,861 shares; 2025Q2: 119,617 shares; 2025Q3: 124,358 shares; 2025Q4: 132,063 shares; 2026Q1: 134,150 shares 134,150$2.97M0.49%+2,087Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,098 shares; 2025Q1: 54,084 shares; 2025Q2: 51,415 shares; 2025Q3: 53,667 shares; 2025Q4: 55,906 shares; 2026Q1: 58,701 shares 58,701$2.93M0.48%+2,795Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 79,819 shares; 2025Q1: 73,207 shares; 2025Q2: 86,194 shares; 2025Q3: 89,222 shares; 2025Q4: 92,465 shares; 2026Q1: 97,138 shares 97,138$2.91M0.48%+4,673Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,458 shares; 2025Q1: 37,923 shares; 2025Q2: 40,597 shares; 2025Q3: 41,731 shares; 2025Q4: 42,216 shares; 2026Q1: 42,445 shares 42,445$2.03M0.33%+229Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,315 shares; 2025Q1: 41,251 shares; 2025Q2: 44,623 shares; 2025Q3: 44,351 shares; 2025Q4: 44,266 shares; 2026Q1: 41,491 shares 41,491$1.92M0.31%-2,775Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,237 shares; 2025Q1: 14,851 shares; 2025Q2: 11,204 shares; 2025Q3: 11,230 shares; 2025Q4: 11,261 shares; 2026Q1: 11,290 shares 11,290$1.38M0.23%+29Timeline
BCIABRDN ETFSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,047 shares; 2025Q1: 30,912 shares; 2025Q2: 40,047 shares; 2025Q3: 40,047 shares; 2025Q4: 46,616 shares; 2026Q1: 46,616 shares 46,616$1.12M0.18%0Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,651 shares; 2025Q1: 13,151 shares; 2025Q2: 16,390 shares; 2025Q3: 19,080 shares; 2025Q4: 18,969 shares; 2026Q1: 19,019 shares 19,019$904K0.15%+50Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,197 shares; 2025Q1: 9,447 shares; 2025Q2: 9,341 shares; 2025Q3: 9,341 shares; 2025Q4: 9,515 shares; 2026Q1: 9,515 shares 9,515$834K0.14%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,636 shares; 2025Q1: 4,000 shares; 2025Q2: 3,462 shares; 2025Q3: 3,209 shares; 2025Q4: 3,166 shares; 2026Q1: 3,114 shares 3,114$791K0.13%-52Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,260 shares; 2025Q1: 7,131 shares; 2025Q2: 7,887 shares; 2025Q3: 8,663 shares; 2025Q4: 9,024 shares; 2026Q1: 8,430 shares 8,430$750K0.12%-594Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,835 shares; 2025Q1: 14,054 shares; 2025Q2: 14,765 shares; 2025Q3: 17,359 shares; 2025Q4: 16,979 shares; 2026Q1: 16,256 shares 16,256$747K0.12%-723Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,523 shares; 2026Q1: 3,523 shares 3,523$733K0.12%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,506 shares; 2025Q1: 1,372 shares; 2025Q2: 1,535 shares; 2025Q3: 1,531 shares; 2025Q4: 1,491 shares; 2026Q1: 1,524 shares 1,524$566K0.09%+33Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 805 shares; 2025Q1: 704 shares; 2025Q2: 810 shares; 2025Q3: 812 shares; 2025Q4: 825 shares; 2026Q1: 827 shares 827$542K0.09%+2Timeline
DJPBARCLAYS BANK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,716 shares; 2025Q1: 7,241 shares; 2025Q2: 8,716 shares; 2025Q3: 8,716 shares; 2025Q4: 8,716 shares; 2026Q1: 8,716 shares 8,716$413K0.07%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 920 shares; 2025Q1: not reported; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 946 shares; 2026Q1: 946 shares 946$411K0.07%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,260 shares; 2025Q1: 1,068 shares; 2025Q2: 1,591 shares; 2025Q3: 1,665 shares; 2025Q4: 1,797 shares; 2026Q1: 1,895 shares 1,895$400K0.07%+98Timeline
NYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,531 shares; 2025Q1: 6,367 shares; 2025Q2: 6,895 shares; 2025Q3: 6,949 shares; 2025Q4: 7,335 shares; 2026Q1: 7,372 shares 7,372$392K0.06%+37Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,306 shares; 2025Q1: 10,204 shares; 2025Q2: 10,016 shares; 2025Q3: 10,016 shares; 2025Q4: 9,160 shares; 2026Q1: 8,949 shares 8,949$386K0.06%-211Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,709 shares; 2025Q1: 1,222 shares; 2025Q2: 1,990 shares; 2025Q3: 1,997 shares; 2025Q4: 1,952 shares; 2026Q1: 1,959 shares 1,959$377K0.06%+7Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,254 shares; 2025Q1: 6,717 shares; 2025Q2: 7,260 shares; 2025Q3: 6,705 shares; 2025Q4: 6,282 shares; 2026Q1: 5,807 shares 5,807$376K0.06%-475Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,834 shares; 2025Q1: 4,209 shares; 2025Q2: 7,465 shares; 2025Q3: 7,641 shares; 2025Q4: 6,989 shares; 2026Q1: 7,770 shares 7,770$373K0.06%+781Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$364K0.06%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,464 shares; 2025Q1: 1,466 shares; 2025Q2: 1,330 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares; 2026Q1: 1,207 shares 1,207$355K0.06%-124Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,667 shares; 2025Q1: 2,776 shares; 2025Q2: 2,598 shares; 2025Q3: 2,605 shares; 2025Q4: 2,604 shares; 2026Q1: 2,537 shares 2,537$354K0.06%-67Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 807 shares; 2026Q1: 1,024 shares 1,024$321K0.05%+217Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,256 shares; 2025Q2: not reported; 2025Q3: 2,256 shares; 2025Q4: 4,511 shares; 2026Q1: 5,095 shares 5,095$300K0.05%+584Timeline
WOODISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,738 shares; 2025Q1: 10,115 shares; 2025Q2: 3,596 shares; 2025Q3: 3,595 shares; 2025Q4: 3,731 shares; 2026Q1: 3,731 shares 3,731$266K0.04%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,390 shares; 2025Q3: 2,063 shares; 2025Q4: 2,063 shares; 2026Q1: 2,063 shares 2,063$255K0.04%0Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,390 shares 3,390$230K0.04%newTimeline
HASHASBRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,466 shares; 2026Q1: 2,466 shares 2,466$221K0.04%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,207 shares; 2025Q4: 2,238 shares; 2026Q1: 2,238 shares 2,238$221K0.04%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,125 shares 3,125$203K0.03%newTimeline
JMIAJUMIA TECHNOLOGIES AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,201 shares; 2025Q1: 10,742 shares; 2025Q2: 21,092 shares; 2025Q3: 19,342 shares; 2025Q4: 19,092 shares; 2026Q1: 20,892 shares 20,892$144K0.02%+1,800Timeline
DNAGINKGO BIOWORKS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,165 shares; 2025Q4: not reported; 2026Q1: 15,165 shares 15,165$96.8K0.02%newTimeline

How Q1 2026 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 0001630939-26-000004 base2026-04-20acceptance time not in the bulk data set