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David Wealth Management LLC

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13F filer, CIK 2042337, Fairfax, VA

David Wealth Management LLC reported $134,337,674 across 55 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-22. Its ten largest share positions make up 82.18% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002680

Period
2025-06-30
Reported value
$134M
Holdings
55
Top 10 weight
82.18%
New
8
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFACadded+44,625$1.6M
DFAXadded+28,144$827K
DFUSadded+11,960$802K
DFSDadded+12,293$590K
DFIPadded+9,216$385K

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
RSPexited-2,871-$497K
UNHexited-430-$225K
DFATreduced-2,003-$108K
DFAIreduced-1,332-$46K
DFNMreduced-479-$22.7K

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 2025

Share positions as resolved from 13F-HR 0001172661-25-002680, largest first. % of portfolio is the value over $134,337,674, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 692,030 shares; 2025Q1: 697,076 shares; 2025Q2: 741,701 shares 741,701$26.6M19.79%+44,625Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 677,356 shares; 2025Q1: 684,175 shares; 2025Q2: 712,319 shares 712,319$20.9M15.57%+28,144Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 352,505 shares; 2025Q1: 348,536 shares; 2025Q2: 360,829 shares 360,829$17.3M12.9%+12,293Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 180,737 shares; 2025Q1: 183,404 shares; 2025Q2: 195,364 shares 195,364$13.1M9.75%+11,960Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 166,489 shares; 2025Q1: 173,079 shares; 2025Q2: 172,600 shares 172,600$8.19M6.09%-479Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 155,760 shares; 2025Q1: 155,017 shares; 2025Q2: 161,032 shares 161,032$6.81M5.07%+6,015Timeline
DFIPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 144,719 shares; 2025Q1: 143,012 shares; 2025Q2: 152,228 shares 152,228$6.36M4.74%+9,216Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 30,191 shares; 2025Q1: 30,193 shares; 2025Q2: 30,340 shares 30,340$5.99M4.46%+147Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 16,396 shares; 2025Q1: 16,396 shares; 2025Q2: 17,685 shares 17,685$2.79M2.08%+1,289Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 54,270 shares; 2025Q1: 54,270 shares; 2025Q2: 54,270 shares 54,270$2.33M1.74%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 6,462 shares; 2025Q1: 6,453 shares; 2025Q2: 8,275 shares 8,275$1.7M1.26%+1,822Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 42,871 shares; 2025Q1: 43,017 shares; 2025Q2: 41,685 shares 41,685$1.44M1.07%-1,332Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 45,798 shares; 2025Q1: 46,115 shares; 2025Q2: 57,775 shares 57,775$1.41M1.05%+11,660Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,839 shares; 2025Q1: 2,839 shares; 2025Q2: 2,839 shares 2,839$1.21M0.9%0Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 3,854 shares; 2025Q1: 3,854 shares; 2025Q2: 3,854 shares 3,854$1.05M0.78%0Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 9,944 shares; 2025Q1: 9,945 shares; 2025Q2: 9,945 shares 9,945$1M0.75%0Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 21,359 shares; 2025Q1: 21,359 shares; 2025Q2: 21,032 shares 21,032$889K0.66%-327Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 18,119 shares; 2025Q1: 18,119 shares; 2025Q2: 16,116 shares 16,116$870K0.65%-2,003Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,979 shares; 2025Q1: 2,978 shares; 2025Q2: 2,978 shares 2,978$851K0.63%0Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 13,779 shares; 2025Q1: 13,779 shares; 2025Q2: 13,779 shares 13,779$840K0.63%0Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 25,905 shares; 2025Q1: 25,502 shares; 2025Q2: 35,390 shares 35,390$782K0.58%+9,888Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,938 shares; 2025Q1: 2,928 shares; 2025Q2: 3,157 shares 3,157$693K0.52%+229Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,235 shares 1,235$681K0.51%+2Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10,360 shares; 2025Q1: 10,360 shares; 2025Q2: 10,360 shares 10,360$591K0.44%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 4,334 shares; 2025Q1: 4,334 shares; 2025Q2: 4,300 shares 4,300$533K0.4%-34Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,669 shares; 2025Q1: 1,669 shares; 2025Q2: 1,669 shares 1,669$515K0.38%0Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 609 shares; 2025Q1: 609 shares; 2025Q2: 609 shares 609$480K0.36%0Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 10,887 shares; 2025Q1: 11,104 shares; 2025Q2: 16,082 shares 16,082$451K0.34%+4,978Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 747 shares; 2025Q1: 739 shares; 2025Q2: 904 shares 904$449K0.33%+165Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,274 shares; 2025Q2: 17,418 shares 17,418$425K0.32%+9,144Timeline
PSLVSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 34,200 shares; 2025Q1: 34,200 shares; 2025Q2: 34,200 shares 34,200$419K0.31%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,735 shares; 2025Q1: 1,735 shares; 2025Q2: 1,864 shares 1,864$402K0.3%+129Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,709 shares; 2025Q1: 1,709 shares; 2025Q2: 1,709 shares 1,709$393K0.29%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,295 shares; 2025Q1: 1,287 shares; 2025Q2: 1,299 shares 1,299$377K0.28%+12Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,482 shares; 2025Q1: 1,486 shares; 2025Q2: 1,486 shares 1,486$352K0.26%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,186 shares; 2025Q1: 2,188 shares; 2025Q2: 2,203 shares 2,203$337K0.25%+15Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,507 shares; 2025Q1: 2,509 shares; 2025Q2: 2,511 shares 2,511$335K0.25%+2Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 805 shares; 2025Q1: 800 shares; 2025Q2: 803 shares 803$318K0.24%+3Timeline
CWCURTISS WRIGHT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 624 shares; 2025Q1: not reported; 2025Q2: 624 shares 624$305K0.23%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 303 shares 303$300K0.22%+3Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,346 shares; 2025Q1: 1,347 shares; 2025Q2: 1,347 shares 1,347$294K0.22%0Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,836 shares; 2025Q1: 2,840 shares; 2025Q2: 3,202 shares 3,202$291K0.22%+362Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,216 shares; 2025Q1: 2,116 shares; 2025Q2: 2,116 shares 2,116$282K0.21%0Timeline
IWCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 2,067 shares; 2025Q1: 2,067 shares; 2025Q2: 2,067 shares 2,067$264K0.2%0Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,612 shares 9,612$256K0.19%newTimeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares 1,600$255K0.19%0Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 1,211 shares 1,211$254K0.19%+6Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: 672 shares; 2025Q1: 676 shares; 2025Q2: 686 shares 686$252K0.19%+10Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,371 shares 1,371$242K0.18%newTimeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,992 shares 7,992$241K0.18%newTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 540 shares 540$237K0.18%newTimeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 780 shares 780$230K0.17%newTimeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,123 shares; 2025Q2: 1,138 shares 1,138$211K0.16%+15Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 965 shares 965$211K0.16%newTimeline
UAMYUNITED STATES ANTIMONY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not loaded; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares 10,000$21.8K0.02%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
RSPINVESCO EXCHANGE TRADED FD T2,871$497Kshares
UNHUNITEDHEALTH GROUP INC430$225Kshares

How Q2 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 0001172661-25-002680 base2025-07-22acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001172661-25-002680 Quarter ended 2025-06-302025-07-22acceptance time not in the bulk data set
13F-HR 0001172661-25-001498 Quarter ended 2025-03-312025-04-16acceptance time not in the bulk data set
13F-HR 0001172661-25-000402 Quarter ended 2024-12-312025-01-29acceptance time not in the bulk data set