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Clear Point Advisors Inc.

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13F filer, CIK 2010474, MELVILLE, NY

Clear Point Advisors Inc. reported $128,691,409 across 114 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-28. Its ten largest share positions make up 39.2% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-25-000714

Period
2025-09-30
Reported value
$129M
Holdings
114
Top 10 weight
39.2%
New
6
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JSCPnew+38,133$1.82M
CGCBnew+29,382$861K
DDFLnew+34,619$699K
USSHadded+11,392$648K
AAPLadded+1,815$462K

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
JPSTreduced-33,580-$1.7M
USFRreduced-10,625-$534K
CAPEreduced-13,618-$444K
BARreduced-3,510-$134K
QQQreduced-211-$127K

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 0001754960-25-000714, largest first. % of portfolio is the value over $128,691,409, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,623 shares; 2024Q4: 414,539 shares; 2025Q1: 392,827 shares; 2025Q2: 385,585 shares; 2025Q3: 383,174 shares 383,174$12.2M9.5%-2,411Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,438 shares; 2024Q4: 9,323 shares; 2025Q1: 9,167 shares; 2025Q2: 9,208 shares; 2025Q3: 8,997 shares 8,997$5.4M4.2%-211Timeline
CAPEDOUBLELINE ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,180 shares; 2024Q4: 208,015 shares; 2025Q1: 167,108 shares; 2025Q2: 171,108 shares; 2025Q3: 157,490 shares 157,490$5.13M3.99%-13,618Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,900 shares; 2024Q4: 188,039 shares; 2025Q1: 187,742 shares; 2025Q2: 184,848 shares; 2025Q3: 182,729 shares 182,729$4.7M3.65%-2,119Timeline
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: 6,831 shares; 2024Q4: 6,825 shares; 2025Q1: 6,826 shares; 2025Q2: 6,893 shares; 2025Q3: 6,838 shares 6,838$4.56M3.54%-55Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,923 shares; 2024Q4: 34,245 shares; 2025Q1: 40,852 shares; 2025Q2: 38,714 shares; 2025Q3: 41,354 shares 41,354$4.16M3.24%+2,640Timeline
PJUNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,280 shares; 2024Q4: 95,260 shares; 2025Q1: 92,919 shares; 2025Q2: 89,850 shares; 2025Q3: 89,700 shares 89,700$3.69M2.87%-150Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,228 shares; 2024Q4: 6,252 shares; 2025Q1: 6,259 shares; 2025Q2: 6,146 shares; 2025Q3: 6,115 shares 6,115$3.64M2.83%-31Timeline
BARGRANITESHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,439 shares; 2024Q4: 88,033 shares; 2025Q1: 96,526 shares; 2025Q2: 97,126 shares; 2025Q3: 93,616 shares 93,616$3.56M2.77%-3,510Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,942 shares; 2024Q4: 11,818 shares; 2025Q1: 11,427 shares; 2025Q2: 11,423 shares; 2025Q3: 13,238 shares 13,238$3.37M2.62%+1,815Timeline
CGDVCAPITAL GROUP DIVIDEND VALUEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,217 shares; 2024Q4: 44,190 shares; 2025Q1: 43,643 shares; 2025Q2: 53,608 shares; 2025Q3: 57,403 shares 57,403$2.41M1.87%+3,795Timeline
FTSMFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,726 shares; 2024Q4: 36,780 shares; 2025Q1: 37,048 shares; 2025Q2: 36,700 shares; 2025Q3: 37,565 shares 37,565$2.25M1.75%+865Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,349 shares; 2024Q4: 87,828 shares; 2025Q1: 88,027 shares; 2025Q2: 87,902 shares; 2025Q3: 85,364 shares 85,364$2.25M1.75%-2,538Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,353 shares; 2024Q4: 51,731 shares; 2025Q1: 49,052 shares; 2025Q2: 49,707 shares; 2025Q3: 39,082 shares 39,082$1.96M1.53%-10,625Timeline
FMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,662 shares; 2024Q4: 45,375 shares; 2025Q1: 36,208 shares; 2025Q2: 36,208 shares; 2025Q3: 35,695 shares 35,695$1.86M1.45%-513Timeline
JSCPJ P MORGAN EXCHANGE TRADED FQuarterly 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: 38,133 shares 38,133$1.82M1.41%newTimeline
FTSLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,977 shares; 2024Q4: 36,013 shares; 2025Q1: 35,943 shares; 2025Q2: 35,974 shares; 2025Q3: 36,112 shares 36,112$1.66M1.29%+138Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,363 shares; 2024Q4: 10,387 shares; 2025Q1: 14,825 shares; 2025Q2: 15,030 shares; 2025Q3: 20,621 shares 20,621$1.65M1.28%+5,591Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,292 shares; 2024Q4: 20,452 shares; 2025Q1: 17,844 shares; 2025Q2: 20,376 shares; 2025Q3: 20,863 shares 20,863$1.65M1.28%+487Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,556 shares; 2024Q4: 53,777 shares; 2025Q1: 62,693 shares; 2025Q2: 64,613 shares; 2025Q3: 31,033 shares 31,033$1.57M1.22%-33,580Timeline
JANWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,765 shares; 2024Q4: 43,065 shares; 2025Q1: 37,806 shares; 2025Q2: 37,806 shares; 2025Q3: 37,322 shares 37,322$1.35M1.05%-484Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,844 shares; 2024Q4: 16,839 shares; 2025Q1: 16,859 shares; 2025Q2: 16,877 shares; 2025Q3: 17,122 shares 17,122$1.34M1.04%+245Timeline
PMAYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,035 shares; 2024Q4: 34,955 shares; 2025Q1: 33,931 shares; 2025Q2: 33,740 shares; 2025Q3: 33,740 shares 33,740$1.31M1.02%0Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,700 shares; 2024Q4: 31,296 shares; 2025Q1: 27,469 shares; 2025Q2: 27,558 shares; 2025Q3: 25,683 shares 25,683$1.31M1.02%-1,875Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,028 shares; 2024Q4: 6,072 shares; 2025Q1: 5,951 shares; 2025Q2: 6,030 shares; 2025Q3: 6,051 shares 6,051$1.31M1.01%+21Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,060 shares; 2024Q4: 2,168 shares; 2025Q1: 2,091 shares; 2025Q2: 2,283 shares; 2025Q3: 2,088 shares 2,088$1.28M0.99%-195Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,918 shares; 2024Q4: 5,928 shares; 2025Q1: 5,700 shares; 2025Q2: 5,648 shares; 2025Q3: 5,824 shares 5,824$1.22M0.94%+176Timeline
BAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,532 shares; 2024Q4: 25,532 shares; 2025Q1: 24,960 shares; 2025Q2: 24,503 shares; 2025Q3: 24,503 shares 24,503$1.15M0.89%0Timeline
APRWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,409 shares; 2024Q4: 33,381 shares; 2025Q1: 32,881 shares; 2025Q2: 32,181 shares; 2025Q3: 32,181 shares 32,181$1.1M0.86%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,351 shares; 2024Q4: 5,244 shares; 2025Q1: 4,655 shares; 2025Q2: 4,865 shares; 2025Q3: 4,967 shares 4,967$1.09M0.85%+102Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,428 shares; 2024Q4: 2,433 shares; 2025Q1: 2,439 shares; 2025Q2: 2,296 shares; 2025Q3: 2,301 shares 2,301$1.07M0.83%+5Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,718 shares; 2024Q4: 62,721 shares; 2025Q1: 60,158 shares; 2025Q2: 39,649 shares; 2025Q3: 38,822 shares 38,822$1.02M0.79%-827Timeline
JPUSJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,456 shares; 2024Q4: 9,130 shares; 2025Q1: 8,613 shares; 2025Q2: 8,454 shares; 2025Q3: 8,134 shares 8,134$1.01M0.78%-320Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,960 shares; 2024Q4: 9,963 shares; 2025Q1: 9,966 shares; 2025Q2: 9,969 shares; 2025Q3: 9,874 shares 9,874$993K0.77%-95Timeline
USSHWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,364 shares; 2024Q4: 6,199 shares; 2025Q1: 5,652 shares; 2025Q2: 6,042 shares; 2025Q3: 17,434 shares 17,434$992K0.77%+11,392Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,649 shares; 2025Q1: 1,403 shares; 2025Q2: 1,434 shares; 2025Q3: 1,908 shares 1,908$988K0.77%+474Timeline
HYBXTCW ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,703 shares; 2025Q1: 32,317 shares; 2025Q2: 32,955 shares; 2025Q3: 32,019 shares 32,019$983K0.76%-936Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,073 shares; 2024Q4: 36,212 shares; 2025Q1: 35,835 shares; 2025Q2: 34,510 shares; 2025Q3: 33,667 shares 33,667$939K0.73%-843Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,402 shares; 2024Q4: 34,035 shares; 2025Q1: 34,059 shares; 2025Q2: 31,490 shares; 2025Q3: 31,275 shares 31,275$927K0.72%-215Timeline
XSEPFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,838 shares; 2024Q4: 21,837 shares; 2025Q1: 21,637 shares; 2025Q2: 21,637 shares; 2025Q3: 21,637 shares 21,637$900K0.7%0Timeline
QDEFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,487 shares; 2024Q4: 9,372 shares; 2025Q1: 9,759 shares; 2025Q2: 10,153 shares; 2025Q3: 11,205 shares 11,205$896K0.7%+1,052Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,972 shares; 2024Q4: 1,958 shares; 2025Q1: 2,150 shares; 2025Q2: 1,772 shares; 2025Q3: 1,771 shares 1,771$890K0.69%-1Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,096 shares; 2024Q4: 9,218 shares; 2025Q1: 9,090 shares; 2025Q2: 9,244 shares; 2025Q3: 9,244 shares 9,244$863K0.67%0Timeline
CGCBCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,777 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,382 shares 29,382$861K0.67%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,804 shares; 2024Q4: 5,700 shares; 2025Q1: 4,162 shares; 2025Q2: 4,233 shares; 2025Q3: 4,374 shares 4,374$816K0.63%+141Timeline
NJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,890 shares; 2024Q4: 7,390 shares; 2025Q1: 14,909 shares; 2025Q2: 14,909 shares; 2025Q3: 14,849 shares 14,849$790K0.61%-60Timeline
MUJBLACKROCK MUNIHLDGS NJ QLTYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,499 shares; 2024Q4: 67,499 shares; 2025Q1: 67,499 shares; 2025Q2: 67,499 shares; 2025Q3: 67,499 shares 67,499$782K0.61%0Timeline
FNOVFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,012 shares; 2024Q4: 14,452 shares; 2025Q1: 14,452 shares; 2025Q2: 14,452 shares; 2025Q3: 14,452 shares 14,452$764K0.59%0Timeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,250 shares; 2024Q4: 12,324 shares; 2025Q1: 12,417 shares; 2025Q2: 12,513 shares; 2025Q3: 15,285 shares 15,285$749K0.58%+2,772Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,837 shares; 2024Q4: 20,689 shares; 2025Q1: 20,343 shares; 2025Q2: 16,072 shares; 2025Q3: 14,774 shares 14,774$746K0.58%-1,298Timeline
HYGVFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,781 shares; 2024Q4: 15,990 shares; 2025Q1: 16,005 shares; 2025Q2: 17,007 shares; 2025Q3: 17,846 shares 17,846$735K0.57%+839Timeline
FEBWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,777 shares; 2024Q4: 21,208 shares; 2025Q1: 22,009 shares; 2025Q2: 22,009 shares; 2025Q3: 22,009 shares 22,009$729K0.57%0Timeline
IJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,368 shares; 2024Q4: 22,283 shares; 2025Q1: 22,283 shares; 2025Q2: 22,283 shares; 2025Q3: 22,283 shares 22,283$728K0.57%0Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,706 shares; 2024Q4: 5,173 shares; 2025Q1: 5,031 shares; 2025Q2: 4,939 shares; 2025Q3: 4,895 shares 4,895$713K0.55%-44Timeline
FYCFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,430 shares; 2024Q4: 8,444 shares; 2025Q1: 7,886 shares; 2025Q2: 7,854 shares; 2025Q3: 7,753 shares 7,753$703K0.55%-101Timeline
DDFLINNOVATOR 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: not reported; 2025Q2: not reported; 2025Q3: 34,619 shares 34,619$699K0.54%newTimeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,822 shares; 2024Q4: 29,604 shares; 2025Q1: 30,008 shares; 2025Q2: 27,202 shares; 2025Q3: 24,825 shares 24,825$678K0.53%-2,377Timeline
SDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,896 shares; 2024Q4: 17,902 shares; 2025Q1: 17,871 shares; 2025Q2: 17,714 shares; 2025Q3: 17,717 shares 17,717$674K0.52%+3Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,894 shares; 2024Q4: 6,910 shares; 2025Q1: 6,922 shares; 2025Q2: 6,934 shares; 2025Q3: 6,948 shares 6,948$661K0.51%+14Timeline
BSEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,672 shares; 2024Q4: 13,649 shares; 2025Q1: 13,649 shares; 2025Q2: 13,649 shares; 2025Q3: 13,649 shares 13,649$659K0.51%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,035 shares; 2025Q1: 787 shares; 2025Q2: 823 shares; 2025Q3: 896 shares 896$658K0.51%+73Timeline
JULWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,521 shares; 2024Q4: 18,521 shares; 2025Q1: 17,194 shares; 2025Q2: 17,194 shares; 2025Q3: 16,969 shares 16,969$652K0.51%-225Timeline
PVALPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 670 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,103 shares; 2025Q3: 15,153 shares 15,153$647K0.5%+3,050Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,576 shares; 2024Q4: 2,517 shares; 2025Q1: 2,576 shares; 2025Q2: 2,576 shares; 2025Q3: 2,435 shares 2,435$632K0.49%-141Timeline
FLQMFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,377 shares; 2024Q4: 13,386 shares; 2025Q1: 12,680 shares; 2025Q2: 10,750 shares; 2025Q3: 10,862 shares 10,862$613K0.48%+112Timeline
JAVAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,744 shares; 2024Q4: 9,153 shares; 2025Q1: 8,704 shares; 2025Q2: 8,736 shares; 2025Q3: 8,769 shares 8,769$605K0.47%+33Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 1,749 shares; 2025Q1: 1,710 shares; 2025Q2: 1,712 shares; 2025Q3: 1,758 shares 1,758$600K0.47%+46Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 1,021 shares 1,021$581K0.45%+39Timeline
PNOVINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,672 shares; 2024Q4: 15,672 shares; 2025Q1: 13,672 shares; 2025Q2: 13,672 shares; 2025Q3: 13,672 shares 13,672$561K0.44%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,649 shares; 2025Q2: 1,499 shares; 2025Q3: 1,499 shares 1,499$533K0.41%0Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,787 shares; 2024Q4: 5,792 shares; 2025Q1: 5,796 shares; 2025Q2: 5,801 shares; 2025Q3: 5,804 shares 5,804$531K0.41%+3Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 432 shares; 2025Q2: 428 shares; 2025Q3: 442 shares 442$530K0.41%+14Timeline
KAPRINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,652 shares; 2024Q4: 14,652 shares; 2025Q1: 14,652 shares; 2025Q2: 15,459 shares; 2025Q3: 15,459 shares 15,459$529K0.41%0Timeline
BKLCBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,432 shares; 2025Q1: 2,717 shares; 2025Q2: 3,058 shares; 2025Q3: 3,890 shares 3,890$524K0.41%+832Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,691 shares; 2024Q4: 4,756 shares; 2025Q1: 4,498 shares; 2025Q2: 4,409 shares; 2025Q3: 4,390 shares 4,390$522K0.41%-19Timeline
KJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,349 shares; 2024Q4: 14,249 shares; 2025Q1: 14,249 shares; 2025Q2: 12,849 shares; 2025Q3: 12,849 shares 12,849$519K0.4%0Timeline
YMARFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,197 shares; 2024Q4: 20,197 shares; 2025Q1: 19,988 shares; 2025Q2: 19,710 shares; 2025Q3: 19,410 shares 19,410$510K0.4%-300Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,688 shares; 2025Q1: 2,711 shares; 2025Q2: 2,713 shares; 2025Q3: 2,712 shares 2,712$503K0.39%-1Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 1,268 shares; 2025Q1: 1,130 shares; 2025Q2: 1,137 shares; 2025Q3: 1,115 shares 1,115$496K0.39%-22Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,584 shares; 2024Q4: 8,709 shares; 2025Q1: 7,257 shares; 2025Q2: 7,370 shares; 2025Q3: 7,997 shares 7,997$480K0.37%+627Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,636 shares; 2024Q4: 7,674 shares; 2025Q1: 6,837 shares; 2025Q2: 6,658 shares; 2025Q3: 7,024 shares 7,024$458K0.36%+366Timeline
FNYFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 5,220 shares; 2025Q1: 5,119 shares; 2025Q2: 5,071 shares; 2025Q3: 4,936 shares 4,936$452K0.35%-135Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,224 shares; 2025Q1: 1,171 shares; 2025Q2: 1,174 shares; 2025Q3: 1,322 shares 1,322$417K0.32%+148Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 498 shares; 2025Q3: 499 shares 499$385K0.3%+1Timeline
NJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 5,589 shares; 2025Q1: 5,589 shares; 2025Q2: 5,414 shares; 2025Q3: 5,414 shares 5,414$385K0.3%0Timeline
XFEBFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,012 shares; 2024Q4: 11,012 shares; 2025Q1: 11,012 shares; 2025Q2: 11,012 shares; 2025Q3: 11,012 shares 11,012$385K0.3%0Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,533 shares; 2024Q4: 7,657 shares; 2025Q1: 7,705 shares; 2025Q2: 7,755 shares; 2025Q3: 7,583 shares 7,583$383K0.3%-172Timeline
FAUGFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,465 shares; 2024Q4: 9,465 shares; 2025Q1: 7,350 shares; 2025Q2: 7,350 shares; 2025Q3: 7,350 shares 7,350$382K0.3%0Timeline
PJULINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,045 shares; 2024Q4: 9,245 shares; 2025Q1: 9,245 shares; 2025Q2: 9,245 shares; 2025Q3: 8,266 shares 8,266$377K0.29%-979Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,141 shares; 2024Q4: 13,145 shares; 2025Q1: 13,188 shares; 2025Q2: 13,190 shares; 2025Q3: 13,178 shares 13,178$372K0.29%-12Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 1,676 shares; 2025Q1: 1,350 shares; 2025Q2: 2,330 shares; 2025Q3: 1,961 shares 1,961$372K0.29%-369Timeline
EJANINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,691 shares; 2024Q4: 10,691 shares; 2025Q1: 10,691 shares; 2025Q2: 10,691 shares; 2025Q3: 10,691 shares 10,691$355K0.28%0Timeline
YJUNFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,834 shares; 2024Q4: 12,834 shares; 2025Q1: 10,670 shares; 2025Q2: 13,405 shares; 2025Q3: 13,405 shares 13,405$336K0.26%0Timeline
BJUNINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,070 shares; 2024Q4: 5,770 shares; 2025Q1: 5,770 shares; 2025Q2: 7,276 shares; 2025Q3: 7,090 shares 7,090$324K0.25%-186Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,922 shares; 2024Q4: 7,955 shares; 2025Q1: 7,991 shares; 2025Q2: 7,472 shares; 2025Q3: 7,359 shares 7,359$323K0.25%-113Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: 396 shares; 2025Q1: 397 shares; 2025Q2: 398 shares; 2025Q3: 470 shares 470$315K0.24%+72Timeline
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: 4,556 shares; 2024Q4: 5,253 shares; 2025Q1: 4,902 shares; 2025Q2: 5,012 shares; 2025Q3: 5,404 shares 5,404$309K0.24%+392Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,384 shares; 2024Q4: 7,165 shares; 2025Q1: 6,930 shares; 2025Q2: 6,365 shares; 2025Q3: 5,653 shares 5,653$296K0.23%-712Timeline
ISEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,359 shares; 2024Q4: 8,959 shares; 2025Q1: 8,959 shares; 2025Q2: 8,959 shares; 2025Q3: 9,206 shares 9,206$293K0.23%+247Timeline
BMAYINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,947 shares; 2024Q4: 6,947 shares; 2025Q1: 6,947 shares; 2025Q2: 6,947 shares; 2025Q3: 6,554 shares 6,554$287K0.22%-393Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,316 shares; 2024Q4: not reported; 2025Q1: 3,863 shares; 2025Q2: 4,762 shares; 2025Q3: 4,802 shares 4,802$283K0.22%+40Timeline
OCTWAIM ETF PRODUCTS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,306 shares; 2024Q4: 7,306 shares; 2025Q1: 7,306 shares; 2025Q2: 7,306 shares; 2025Q3: 7,306 shares 7,306$280K0.22%0Timeline
PSEPINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,203 shares; 2024Q4: 7,203 shares; 2025Q1: 6,203 shares; 2025Q2: 6,203 shares; 2025Q3: 6,203 shares 6,203$266K0.21%0Timeline
GMAYFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,446 shares; 2024Q4: 9,446 shares; 2025Q1: 6,522 shares; 2025Q2: 6,522 shares; 2025Q3: 6,522 shares 6,522$264K0.21%0Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,387 shares; 2024Q4: 5,280 shares; 2025Q1: 3,695 shares; 2025Q2: 3,701 shares; 2025Q3: 3,803 shares 3,803$245K0.19%+102Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: not reported; 2025Q1: 888 shares; 2025Q2: 933 shares; 2025Q3: 858 shares 858$242K0.19%-75Timeline
BMARINNOVATOR ETFS TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,774 shares; 2024Q4: 5,774 shares; 2025Q1: 5,774 shares; 2025Q2: 4,547 shares; 2025Q3: 4,547 shares 4,547$235K0.18%0Timeline
LVHILEGG MASON ETF INVTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,196 shares; 2024Q4: not reported; 2025Q1: 6,373 shares; 2025Q2: 6,478 shares; 2025Q3: 6,540 shares 6,540$227K0.18%+62Timeline
FDNFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 877 shares; 2025Q1: not reported; 2025Q2: 808 shares; 2025Q3: 808 shares 808$226K0.18%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,164 shares 1,164$217K0.17%newTimeline
FPXIFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,471 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,536 shares 3,536$212K0.16%newTimeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,101 shares 3,101$209K0.16%newTimeline
WCMIFIRST TR EXCHANGE-TRADED 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: 12,339 shares; 2025Q2: 12,339 shares; 2025Q3: 12,339 shares 12,339$208K0.16%0Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,556 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,598 shares; 2025Q3: 2,622 shares 2,622$207K0.16%+24Timeline

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 0001754960-25-000714 base2025-10-28acceptance time not in the bulk data set