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Campbell Wealth Management

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13F filer, CIK 1736648, ALEXANDRIA, VA

Campbell Wealth Management reported $309,179,000 across 50 holdings for the quarter ended 2024-06-30, in a 13F-HR filed 2024-08-07. Its ten largest share positions make up 94.17% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001736648-24-000003

Period
2024-06-30
Reported value
$309M
Holdings
50
Top 10 weight
94.17%
New
6
Sold out
48

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SGOVadded+44,540$4.49M
DIAadded+8,260$3.23M
QQQadded+5,603$2.68M
XLIadded+8,929$1.09M
INVESCOadded+46,347$976K

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
SCHXexited-4,874,761-$303M
AGGexited-1,221,368-$120M
SCHIexited-2,083,651-$92.7M
VUGexited-183,577-$63.2M
BSVexited-453,309-$34.8M

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, Q2 2024

Share positions as resolved from 13F-HR 0001736648-24-000003, largest first. % of portfolio is the value over $309,719,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 179,129 shares; 2023Q2: not reported; 2023Q3: 172,787 shares; 2023Q4: 173,591 shares; 2024Q1: 153,458 shares; 2024Q2: 159,061 shares 159,061$76.2M24.61%+5,603Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 80,687 shares; 2023Q2: 82,777 shares; 2023Q3: 81,066 shares; 2023Q4: 82,676 shares; 2024Q1: 150,360 shares; 2024Q2: 158,620 shares 158,620$62M20.03%+8,260Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 340,051 shares; 2023Q2: 348,902 shares; 2023Q3: 339,529 shares; 2023Q4: 347,045 shares; 2024Q1: 296,539 shares; 2024Q2: 305,468 shares 305,468$37.2M12.02%+8,929Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 656,218 shares; 2023Q2: 685,250 shares; 2023Q3: 672,458 shares; 2023Q4: 680,974 shares; 2024Q1: 714,574 shares; 2024Q2: 738,023 shares 738,023$30.3M9.8%+23,449Timeline
INVESCOINVESCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 998,551 shares; 2023Q2: 1,040,864 shares; 2023Q3: 1,028,320 shares; 2023Q4: 1,035,823 shares; 2024Q1: 1,165,278 shares; 2024Q2: 1,211,625 shares 1,211,625$25.5M8.24%+46,347
INVESCOINVESCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 952,011 shares; 2023Q2: 995,770 shares; 2023Q3: 982,236 shares; 2023Q4: 981,959 shares; 2024Q1: 1,112,021 shares; 2024Q2: 1,152,078 shares 1,152,078$23.6M7.61%+40,057
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,666,508 shares; 2023Q2: 1,765,903 shares; 2023Q3: 1,751,576 shares; 2023Q4: 1,800,252 shares; 2024Q1: 827,163 shares; 2024Q2: 865,768 shares 865,768$20.8M6.7%+38,605
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 16,317 shares; 2024Q2: 60,857 shares 60,857$6.13M1.98%+44,540Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 43,051 shares; 2023Q2: 43,051 shares; 2023Q3: 43,195 shares; 2023Q4: 43,795 shares; 2024Q1: 44,738 shares; 2024Q2: 44,429 shares 44,429$5.12M1.65%-309Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,657 shares; 2023Q2: 22,380 shares; 2023Q3: 19,514 shares; 2023Q4: 16,185 shares; 2024Q1: 18,262 shares; 2024Q2: 22,551 shares 22,551$4.75M1.53%+4,289Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,300 shares; 2023Q2: 4,820 shares; 2023Q3: 5,861 shares; 2023Q4: 2,080 shares; 2024Q1: 7,008 shares; 2024Q2: 11,131 shares 11,131$2.15M0.69%+4,123Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,758 shares; 2023Q2: 2,758 shares; 2023Q3: 3,213 shares; 2023Q4: 7,626 shares; 2024Q1: 3,443 shares; 2024Q2: 3,481 shares 3,481$1.89M0.61%+38Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 851 shares; 2023Q2: 860 shares; 2023Q3: 1,408 shares; 2023Q4: 737 shares; 2024Q1: 762 shares; 2024Q2: 7,710 shares 7,710$952K0.31%+6,948Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,839 shares; 2023Q2: 8,839 shares; 2023Q3: 9,134 shares; 2023Q4: 8,338 shares; 2024Q1: 10,714 shares; 2024Q2: 10,714 shares 10,714$759K0.25%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,741 shares; 2024Q1: 3,918 shares; 2024Q2: 3,918 shares 3,918$672K0.22%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,031 shares; 2023Q2: 2,091 shares; 2023Q3: 1,992 shares; 2023Q4: 1,103 shares; 2024Q1: 1,666 shares; 2024Q2: 1,546 shares 1,546$629K0.2%-120Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,228 shares; 2023Q2: 11,166 shares; 2023Q3: 11,256 shares; 2023Q4: 9,388 shares; 2024Q1: 13,101 shares; 2024Q2: 12,494 shares 12,494$612K0.2%-607Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,565 shares; 2024Q1: 5,451 shares; 2024Q2: 5,451 shares 5,451$566K0.18%0Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,753 shares; 2023Q2: 1,598 shares; 2023Q3: 1,567 shares; 2023Q4: 1,445 shares; 2024Q1: 2,395 shares; 2024Q2: 3,042 shares 3,042$555K0.18%+647Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 768 shares; 2024Q2: 843 shares 843$486K0.16%+75Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,078 shares; 2023Q2: 1,888 shares; 2023Q3: 1,867 shares; 2023Q4: 1,943 shares; 2024Q1: 2,044 shares; 2024Q2: 2,099 shares 2,099$475K0.15%+55Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,856 shares; 2023Q2: 9,433 shares; 2023Q3: 7,856 shares; 2023Q4: 6,073 shares; 2024Q1: 7,856 shares; 2024Q2: 7,856 shares 7,856$432K0.14%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,125 shares; 2023Q2: 2,225 shares; 2023Q3: 2,386 shares; 2023Q4: 1,930 shares; 2024Q1: 2,070 shares; 2024Q2: 2,070 shares 2,070$419K0.14%0Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,637 shares; 2023Q3: 3,133 shares; 2023Q4: 2,775 shares; 2024Q1: 4,131 shares; 2024Q2: 4,331 shares 4,331$414K0.13%+200Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,384 shares; 2023Q2: 6,384 shares; 2023Q3: 6,384 shares; 2023Q4: 6,384 shares; 2024Q1: 6,384 shares; 2024Q2: 6,419 shares 6,419$411K0.13%+35Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,349 shares; 2023Q2: 2,987 shares; 2023Q3: 2,956 shares; 2023Q4: not reported; 2024Q1: 2,853 shares; 2024Q2: 2,857 shares 2,857$403K0.13%+4Timeline
FBTFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,505 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,503 shares; 2024Q1: 2,529 shares; 2024Q2: 2,529 shares 2,529$389K0.13%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,866 shares; 2023Q2: 2,966 shares; 2023Q3: 3,050 shares; 2023Q4: 1,893 shares; 2024Q1: 2,890 shares; 2024Q2: 2,891 shares 2,891$358K0.12%+1Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 414 shares; 2024Q2: 505 shares 505$341K0.11%+91Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 207 shares 207$332K0.11%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,710 shares; 2024Q2: 1,710 shares 1,710$314K0.1%0Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 937 shares; 2024Q2: 937 shares 937$294K0.09%0Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 640 shares; 2024Q2: 640 shares 640$285K0.09%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,710 shares; 2024Q2: 14,681 shares 14,681$281K0.09%+1,971Timeline
MATXMATSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,996 shares; 2024Q2: 1,996 shares 1,996$261K0.08%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 942 shares; 2023Q2: 862 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 586 shares; 2024Q2: 585 shares 585$258K0.08%-1Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 815 shares; 2023Q4: not reported; 2024Q1: 818 shares; 2024Q2: 822 shares 822$257K0.08%+4Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,317 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,561 shares; 2024Q2: 2,496 shares 2,496$251K0.08%-65Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,270 shares; 2023Q2: 2,300 shares; 2023Q3: 2,330 shares; 2023Q4: not reported; 2024Q1: 2,394 shares; 2024Q2: 2,409 shares 2,409$246K0.08%+15Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,832 shares 5,832$241K0.08%newTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 952 shares; 2023Q2: 952 shares; 2023Q3: 1,122 shares; 2023Q4: not reported; 2024Q1: 905 shares; 2024Q2: 905 shares 905$238K0.08%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 435 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 279 shares 279$237K0.08%newTimeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 671 shares; 2024Q2: 871 shares 871$224K0.07%+200Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,230 shares; 2024Q2: 4,649 shares 4,649$221K0.07%+419Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 400 shares; 2024Q2: 400 shares 400$217K0.07%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,760 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,129 shares 1,129$206K0.07%newTimeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,783 shares 5,783$203K0.07%newTimeline
FTCSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,407 shares 2,407$202K0.07%newTimeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 726 shares; 2023Q2: 726 shares; 2023Q3: 901 shares; 2023Q4: not reported; 2024Q1: 661 shares; 2024Q2: 661 shares 661$201K0.06%0Timeline
TLSTELOS CORP MDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 45,704 shares; 2023Q2: 45,704 shares; 2023Q3: 45,704 shares; 2023Q4: 45,704 shares; 2024Q1: 45,704 shares; 2024Q2: 45,704 shares 45,704$184K0.06%0Timeline

Sold out in Q2 2024

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

SecurityShares beforeValue beforeType
SCHXSCHWAB STRATEGIC TR4,874,761$303Mshares
AGGISHARES TR1,221,368$120Mshares
SCHISCHWAB STRATEGIC TR2,083,651$92.7Mshares
VUGVANGUARD INDEX FDS183,577$63.2Mshares
BSVVANGUARD BD INDEX FDS453,309$34.8Mshares
IVVISHARES TR50,847$26.7Mshares
SCHMSCHWAB STRATEGIC TR271,648$22.1Mshares
IWVISHARES TR58,286$17.5Mshares
IWBISHARES TR39,862$11.5Mshares
MSFTMICROSOFT CORP8,937$3.76Mshares
IWMISHARES TR15,606$3.28Mshares
SCHASCHWAB STRATEGIC TR53,272$2.62Mshares
IJHISHARES TR32,260$1.96Mshares
LLYELI LILLY & CO2,462$1.92Mshares
BMYBRISTOL-MYERS SQUIBB CO19,921$1.08Mshares
IBMINTERNATIONAL BUSINESS MACHS4,994$954Kshares
MARMARRIOTT INTL INC NEW3,690$931Kshares
HDHOME DEPOT INC2,098$805Kshares
CVXCHEVRON CORPORATION5,027$793Kshares
IWFISHARES TR2,347$791Kshares
MTDMETTLER TOLEDO INTERNATIONAL497$662Kshares
MGKVANGUARD WORLD FD1,927$552Kshares
VTIVANGUARD INDEX FDS1,997$519Kshares
PGPROCTER & GAMBLE CO3,170$514Kshares
TXNTEXAS INSTRS INC2,829$493Kshares
MCDMCDONALDS CORP1,670$471Kshares
IWRISHARES TR5,237$440Kshares
PEPPEPSICO INC2,237$392Kshares
STIPISHARES TR3,688$367Kshares
EQALINVESCO EXCH TRADED FD TR II7,687$355Kshares
SAICSCIENCE APPLICATIONS INTL CO2,649$345Kshares
UNPUNION PAC CORP1,366$336Kshares
CACICACI INTL INC881$334Kshares
EDCONSOLIDATED EDISON INC3,469$315Kshares
GEGE AEROSPACE1,626$285Kshares
IWDISHARES TR1,577$282Kshares
VBVANGUARD INDEX FDS1,213$277Kshares
LMTLOCKHEED MARTIN CORP576$262Kshares
LHXL3HARRIS TECHNOLOGIES INC1,195$255Kshares
WMTWALMART INC4,166$251Kshares
JNJJOHNSON & JOHNSON1,573$249Kshares
PMPHILIP MORRIS INTL INC2,608$239Kshares
KLACKLA CORP337$236Kshares
SOSOUTHERN CO3,278$235Kshares
SBUXSTARBUCKS CORP2,544$232Kshares
PPGPPG INDS INC1,580$229Kshares
ROKROCKWELL AUTOMATION INC766$223Kshares
TIPISHARES TR2,004$215Kshares

How Q2 2024 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 0001736648-24-000003 base2024-08-07acceptance time not in the bulk data set