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Brookmont Capital Management

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13F filer, CIK 1512978, Dallas, TX

Brookmont Capital Management reported $179,881,048 across 56 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-10. Its ten largest share positions make up 60.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-004680

Period
2025-09-30
Reported value
$180M
Holdings
56
Top 10 weight
60.11%
New
4
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WMnew+12,259$2.71M
NVOadded+21,725$1.21M
LOWnew+1,007$253K
SCInew+2,742$228K
COSTnew+217$200K

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
AMGNexited-5,720-$1.6M
IWFreduced-2,458-$1.15M
IVVreduced-420-$281K
ABTreduced-2,075-$278K
MCDreduced-777-$236K

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 0001172661-25-004680, largest first. % of portfolio is the value over $179,881,048, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,623 shares; 2024Q4: 163,413 shares; 2025Q1: 162,898 shares; 2025Q2: 162,536 shares; 2025Q3: 161,962 shares 161,962$65.6M36.48%-574Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,523 shares; 2024Q4: 11,416 shares; 2025Q1: 10,919 shares; 2025Q2: 10,760 shares; 2025Q3: 10,463 shares 10,463$5.42M3.01%-297Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,251 shares; 2024Q4: 22,910 shares; 2025Q1: 20,897 shares; 2025Q2: 17,665 shares; 2025Q3: 16,942 shares 16,942$5.34M2.97%-723Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,716 shares; 2024Q4: 19,347 shares; 2025Q1: 18,566 shares; 2025Q2: 18,113 shares; 2025Q3: 17,417 shares 17,417$5.32M2.96%-696Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,828 shares; 2024Q4: 18,232 shares; 2025Q1: 16,981 shares; 2025Q2: 16,535 shares; 2025Q3: 15,788 shares 15,788$4.89M2.72%-747Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,629 shares; 2024Q4: 42,081 shares; 2025Q1: 39,303 shares; 2025Q2: 38,080 shares; 2025Q3: 36,005 shares 36,005$4.82M2.68%-2,075Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,413 shares; 2024Q4: 44,309 shares; 2025Q1: 57,632 shares; 2025Q2: 57,133 shares; 2025Q3: 78,858 shares 78,858$4.38M2.43%+21,725Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,360 shares; 2024Q4: 63,915 shares; 2025Q1: 61,155 shares; 2025Q2: 59,908 shares; 2025Q3: 58,467 shares 58,467$4.18M2.32%-1,441Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,393 shares; 2024Q4: 20,958 shares; 2025Q1: 20,044 shares; 2025Q2: 19,672 shares; 2025Q3: 19,363 shares 19,363$4.08M2.27%-309Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,761 shares; 2024Q4: 51,083 shares; 2025Q1: 38,491 shares; 2025Q2: 37,551 shares; 2025Q3: 36,645 shares 36,645$4.07M2.26%-906Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,607 shares; 2024Q4: 15,248 shares; 2025Q1: 14,556 shares; 2025Q2: 14,078 shares; 2025Q3: 13,301 shares 13,301$4.04M2.25%-777Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,684 shares; 2024Q4: 77,730 shares; 2025Q1: 69,268 shares; 2025Q2: 49,122 shares; 2025Q3: 46,631 shares 46,631$3.91M2.17%-2,491Timeline
AZNASTRAZENECA PLC-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,158 shares; 2024Q4: 55,985 shares; 2025Q1: 53,912 shares; 2025Q2: 52,645 shares; 2025Q3: 50,909 shares 50,909$3.91M2.17%-1,736Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,035 shares; 2024Q4: 25,821 shares; 2025Q1: 24,645 shares; 2025Q2: 23,966 shares; 2025Q3: 22,874 shares 22,874$3.51M1.95%-1,092Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,749 shares; 2024Q4: 49,128 shares; 2025Q1: 46,832 shares; 2025Q2: 46,082 shares; 2025Q3: 45,018 shares 45,018$3.51M1.95%-1,064Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,453 shares; 2024Q4: 73,697 shares; 2025Q1: 69,235 shares; 2025Q2: 67,806 shares; 2025Q3: 66,284 shares 66,284$3.2M1.78%-1,522Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,164 shares; 2024Q4: 72,531 shares; 2025Q1: 67,967 shares; 2025Q2: 65,537 shares; 2025Q3: 61,641 shares 61,641$3.18M1.77%-3,896Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,924 shares; 2024Q4: 14,735 shares; 2025Q1: 13,936 shares; 2025Q2: 13,491 shares; 2025Q3: 12,776 shares 12,776$3.14M1.75%-715Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,833 shares; 2024Q4: 97,829 shares; 2025Q1: 94,148 shares; 2025Q2: 91,888 shares; 2025Q3: 90,421 shares 90,421$2.84M1.58%-1,467Timeline
WMWASTE MGMT INC DELQuarterly 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: 12,259 shares 12,259$2.71M1.5%newTimeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,008 shares; 2024Q4: 11,970 shares; 2025Q1: 11,430 shares; 2025Q2: 11,184 shares; 2025Q3: 10,751 shares 10,751$2.65M1.47%-433Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,018 shares; 2024Q4: 29,325 shares; 2025Q1: 28,064 shares; 2025Q2: 27,923 shares; 2025Q3: 26,869 shares 26,869$2.54M1.41%-1,054Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,309 shares; 2025Q1: 3,182 shares; 2025Q2: 3,107 shares; 2025Q3: 3,080 shares 3,080$2.41M1.34%-27Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,955 shares; 2024Q4: 13,836 shares; 2025Q1: 13,084 shares; 2025Q2: 12,588 shares; 2025Q3: 11,981 shares 11,981$2.41M1.34%-607Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,189 shares; 2024Q4: 40,437 shares; 2025Q1: 38,857 shares; 2025Q2: 35,273 shares; 2025Q3: 33,450 shares 33,450$2.15M1.19%-1,823Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,476 shares; 2024Q4: 27,167 shares; 2025Q1: 26,258 shares; 2025Q2: 25,653 shares; 2025Q3: 24,716 shares 24,716$2.06M1.15%-937Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,980 shares; 2024Q4: 15,774 shares; 2025Q1: 15,216 shares; 2025Q2: 14,524 shares; 2025Q3: 13,841 shares 13,841$1.94M1.08%-683Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,591 shares; 2024Q4: 11,557 shares; 2025Q1: 10,925 shares; 2025Q2: 10,554 shares; 2025Q3: 10,115 shares 10,115$1.88M1.04%-439Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,331 shares; 2024Q4: 8,310 shares; 2025Q1: 8,430 shares; 2025Q2: 8,689 shares; 2025Q3: 9,167 shares 9,167$1.71M0.95%+478Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,836 shares; 2024Q4: 21,806 shares; 2025Q1: 20,867 shares; 2025Q2: 10,918 shares; 2025Q3: 10,504 shares 10,504$1.63M0.91%-414Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,235 shares; 2024Q4: 14,273 shares; 2025Q1: 13,432 shares; 2025Q2: 10,160 shares; 2025Q3: 9,683 shares 9,683$1.62M0.9%-477Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,083 shares; 2024Q4: 17,712 shares; 2025Q1: 17,075 shares; 2025Q2: 16,694 shares; 2025Q3: 16,525 shares 16,525$1.49M0.83%-169Timeline
EVRGEVERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,398 shares; 2024Q4: 18,395 shares; 2025Q1: 17,609 shares; 2025Q2: 17,155 shares; 2025Q3: 16,856 shares 16,856$1.28M0.71%-299Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 2,261 shares; 2025Q1: 2,061 shares; 2025Q2: 2,070 shares; 2025Q3: 1,650 shares 1,650$1.1M0.61%-420Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,393 shares; 2024Q4: 12,494 shares; 2025Q1: 11,922 shares; 2025Q2: 11,936 shares; 2025Q3: 10,323 shares 10,323$1.03M0.58%-1,613Timeline
EMNEASTMAN CHEM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,286 shares; 2024Q4: 15,954 shares; 2025Q1: 15,409 shares; 2025Q2: 15,125 shares; 2025Q3: 15,048 shares 15,048$949K0.53%-77Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,368 shares; 2024Q4: 10,283 shares; 2025Q1: 9,920 shares; 2025Q2: 9,784 shares; 2025Q3: 9,259 shares 9,259$884K0.49%-525Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,662 shares; 2024Q4: 14,504 shares; 2025Q1: 13,631 shares; 2025Q2: 13,687 shares; 2025Q3: 13,350 shares 13,350$871K0.48%-337Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,718 shares; 2024Q4: 7,919 shares; 2025Q1: 7,606 shares; 2025Q2: 7,634 shares; 2025Q3: 5,652 shares 5,652$672K0.37%-1,982Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,339 shares; 2024Q4: 4,005 shares; 2025Q1: 3,845 shares; 2025Q2: 3,852 shares; 2025Q3: 1,394 shares 1,394$653K0.36%-2,458Timeline
BWXTBWX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,494 shares; 2024Q4: 2,993 shares; 2025Q1: 3,024 shares; 2025Q2: 3,093 shares; 2025Q3: 3,125 shares 3,125$576K0.32%+32Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,287 shares; 2024Q4: 9,438 shares; 2025Q1: 9,001 shares; 2025Q2: 9,007 shares; 2025Q3: 7,148 shares 7,148$564K0.31%-1,859Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,702 shares; 2024Q4: 7,993 shares; 2025Q1: 7,469 shares; 2025Q2: 7,470 shares; 2025Q3: 5,522 shares 5,522$516K0.29%-1,948Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,196 shares; 2025Q1: 1,197 shares; 2025Q2: 1,315 shares; 2025Q3: 1,404 shares 1,404$463K0.26%+89Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 7,164 shares; 2025Q1: 6,855 shares; 2025Q2: 6,862 shares; 2025Q3: 5,328 shares 5,328$416K0.23%-1,534Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 2,777 shares; 2025Q1: 2,576 shares; 2025Q2: 2,399 shares; 2025Q3: 1,914 shares 1,914$413K0.23%-485Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 927 shares; 2025Q1: 911 shares; 2025Q2: 959 shares; 2025Q3: 1,065 shares 1,065$394K0.22%+106Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 3,486 shares; 2025Q1: 3,379 shares; 2025Q2: 3,379 shares; 2025Q3: 3,059 shares 3,059$345K0.19%-320Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 1,065 shares; 2025Q1: 966 shares; 2025Q2: 1,092 shares; 2025Q3: 1,344 shares 1,344$342K0.19%+252Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,364 shares; 2025Q1: 1,159 shares; 2025Q2: 1,305 shares; 2025Q3: 1,541 shares 1,541$338K0.19%+236Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,146 shares; 2024Q4: 1,148 shares; 2025Q1: 1,149 shares; 2025Q2: 1,257 shares; 2025Q3: 1,471 shares 1,471$302K0.17%+214Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,184 shares; 2025Q1: 2,214 shares; 2025Q2: 2,315 shares; 2025Q3: 2,628 shares 2,628$301K0.17%+313Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 883 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,007 shares 1,007$253K0.14%newTimeline
SCISERVICE CORP INTLQuarterly 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: 2,742 shares 2,742$228K0.13%newTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 325 shares 325$217K0.12%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly 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: 217 shares 217$200K0.11%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
AMGNAMGEN INC5,720$1.6Mshares
IWDISHARES TR1,144$222Kshares

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 0001172661-25-004680 base2025-11-10acceptance time not in the bulk data set