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DeDora Capital, Inc.

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13F filer, CIK 1717658, Napa, CA

DeDora Capital, Inc. reported $422,459,158 across 115 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-22. Its ten largest share positions make up 47.95% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-000258

Period
2025-12-31
Reported value
$422M
Holdings
115
Top 10 weight
47.95%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GLDMadded+43,029$3.67M
NFLXadded+22,724$2.13M
TQQQadded+19,560$1.03M
JEPIadded+17,647$1.01M
HELOadded+14,530$965K

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
VUGreduced-3,146-$1.53M
AVGOreduced-2,458-$851K
FBNDreduced-16,203-$746K
AMDreduced-2,748-$589K
AAPLreduced-1,643-$447K

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, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-000258, largest first. % of portfolio is the value over $422,459,158, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,469 shares; 2024Q4: 73,476 shares; 2025Q1: 72,267 shares; 2025Q2: 71,150 shares; 2025Q3: 69,952 shares; 2025Q4: 66,806 shares 66,806$32.6M7.71%-3,146Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,371 shares; 2024Q4: 211,906 shares; 2025Q1: 209,387 shares; 2025Q2: 221,680 shares; 2025Q3: 214,561 shares; 2025Q4: 214,265 shares 214,265$30.8M7.28%-296Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,100 shares; 2024Q4: 406,343 shares; 2025Q1: 410,145 shares; 2025Q2: 581,905 shares; 2025Q3: 597,083 shares; 2025Q4: 580,880 shares 580,880$26.7M6.33%-16,203Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,926 shares; 2024Q4: 34,952 shares; 2025Q1: 34,582 shares; 2025Q2: 35,411 shares; 2025Q3: 35,575 shares; 2025Q4: 35,660 shares 35,660$24.4M5.78%+85Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,505 shares; 2024Q4: 72,153 shares; 2025Q1: 72,628 shares; 2025Q2: 74,960 shares; 2025Q3: 76,517 shares; 2025Q4: 78,867 shares 78,867$20.3M4.82%+2,350Timeline
CGXUCAPITAL GROUP INTL FOCUS EQTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599,639 shares; 2024Q4: 605,539 shares; 2025Q1: 608,646 shares; 2025Q2: 598,048 shares; 2025Q3: 593,067 shares; 2025Q4: 601,170 shares 601,170$17.8M4.21%+8,103Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,945 shares; 2024Q4: 59,561 shares; 2025Q1: 58,543 shares; 2025Q2: 58,528 shares; 2025Q3: 57,867 shares; 2025Q4: 56,224 shares 56,224$15.3M3.62%-1,643Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,988 shares; 2024Q4: 26,543 shares; 2025Q1: 25,350 shares; 2025Q2: 24,814 shares; 2025Q3: 24,395 shares; 2025Q4: 24,295 shares 24,295$15.2M3.61%-100Timeline
VCEBVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 170,341 shares; 2024Q4: 172,646 shares; 2025Q1: 154,270 shares; 2025Q2: 153,776 shares; 2025Q3: 152,625 shares; 2025Q4: 162,173 shares 162,173$10.3M2.44%+9,548Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,158 shares; 2024Q4: 50,807 shares; 2025Q1: 49,700 shares; 2025Q2: 48,997 shares; 2025Q3: 48,097 shares; 2025Q4: 47,573 shares 47,573$9.11M2.16%-524Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,671 shares; 2024Q4: 19,657 shares; 2025Q1: 19,465 shares; 2025Q2: 19,469 shares; 2025Q3: 19,573 shares; 2025Q4: 18,839 shares 18,839$9.11M2.16%-734Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,493 shares; 2024Q4: 61,036 shares; 2025Q1: 55,868 shares; 2025Q2: 52,706 shares; 2025Q3: 50,414 shares; 2025Q4: 48,752 shares 48,752$9.09M2.15%-1,662Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,060 shares; 2024Q4: 38,348 shares; 2025Q1: 37,560 shares; 2025Q2: 38,091 shares; 2025Q3: 37,947 shares; 2025Q4: 36,716 shares 36,716$8.47M2.01%-1,231Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,668 shares; 2024Q4: 19,246 shares; 2025Q1: 18,594 shares; 2025Q2: 18,434 shares; 2025Q3: 18,575 shares; 2025Q4: 18,386 shares 18,386$8.27M1.96%-189Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,882 shares; 2024Q4: 9,125 shares; 2025Q1: 11,294 shares; 2025Q2: 95,565 shares; 2025Q3: 118,047 shares; 2025Q4: 135,694 shares 135,694$7.77M1.84%+17,647Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,696 shares; 2024Q4: 28,262 shares; 2025Q1: 24,812 shares; 2025Q2: 25,459 shares; 2025Q3: 24,151 shares; 2025Q4: 21,693 shares 21,693$7.51M1.78%-2,458Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,621 shares; 2024Q4: 24,747 shares; 2025Q1: 24,740 shares; 2025Q2: 25,162 shares; 2025Q3: 25,155 shares; 2025Q4: 23,891 shares 23,891$7.5M1.77%-1,264Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,830 shares; 2024Q4: 86,848 shares; 2025Q1: 75,764 shares; 2025Q2: 75,317 shares; 2025Q3: 74,763 shares; 2025Q4: 73,875 shares 73,875$7.22M1.71%-888Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,752 shares; 2024Q4: 21,760 shares; 2025Q1: 21,669 shares; 2025Q2: 22,079 shares; 2025Q3: 21,762 shares; 2025Q4: 20,806 shares 20,806$6.51M1.54%-956Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,740 shares; 2024Q4: 20,603 shares; 2025Q1: 20,326 shares; 2025Q2: 19,845 shares; 2025Q3: 19,702 shares; 2025Q4: 18,833 shares 18,833$6.07M1.44%-869Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,666 shares; 2024Q4: 9,761 shares; 2025Q1: 9,774 shares; 2025Q2: 9,782 shares; 2025Q3: 9,736 shares; 2025Q4: 9,760 shares 9,760$6M1.42%+24Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,851 shares; 2024Q4: 94,261 shares; 2025Q1: 131,641 shares; 2025Q2: 131,487 shares; 2025Q3: 131,605 shares; 2025Q4: 132,575 shares 132,575$5.92M1.4%+970Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,300 shares; 2024Q4: 9,300 shares; 2025Q1: 9,300 shares; 2025Q2: 8,067 shares; 2025Q3: 8,067 shares; 2025Q4: 8,067 shares 8,067$5.44M1.29%0Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,428 shares; 2024Q4: 7,842 shares; 2025Q1: 9,238 shares; 2025Q2: 10,054 shares; 2025Q3: 11,635 shares; 2025Q4: 54,664 shares 54,664$4.67M1.1%+43,029Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,837 shares; 2024Q4: 73,837 shares; 2025Q1: 73,837 shares; 2025Q2: 104,837 shares; 2025Q3: 104,837 shares; 2025Q4: 104,837 shares 104,837$4.66M1.1%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,515 shares; 2024Q4: 13,446 shares; 2025Q1: 13,322 shares; 2025Q2: 13,407 shares; 2025Q3: 13,394 shares; 2025Q4: 13,452 shares 13,452$4.63M1.1%+58Timeline
HELOJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,269 shares; 2024Q4: 18,602 shares; 2025Q1: 23,161 shares; 2025Q2: 48,376 shares; 2025Q3: 54,761 shares; 2025Q4: 69,291 shares 69,291$4.6M1.09%+14,530Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,019 shares; 2024Q4: 22,926 shares; 2025Q1: 22,931 shares; 2025Q2: 22,933 shares; 2025Q3: 22,702 shares; 2025Q4: 21,685 shares 21,685$3.98M0.94%-1,017Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,751 shares; 2024Q4: 58,981 shares; 2025Q1: 49,185 shares; 2025Q2: 48,943 shares; 2025Q3: 48,946 shares; 2025Q4: 52,686 shares 52,686$3.77M0.89%+3,740Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: 2,501 shares; 2025Q1: 2,758 shares; 2025Q2: 2,991 shares; 2025Q3: 3,109 shares; 2025Q4: 3,410 shares 3,410$3.66M0.87%+301Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: 4,108 shares; 2025Q1: 4,210 shares; 2025Q2: 4,178 shares; 2025Q3: 4,183 shares; 2025Q4: 4,244 shares 4,244$3.66M0.87%+61Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,827 shares; 2024Q4: 5,805 shares; 2025Q1: 5,831 shares; 2025Q2: 5,792 shares; 2025Q3: 5,544 shares; 2025Q4: 5,391 shares 5,391$3.56M0.84%-153Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,180 shares; 2024Q4: 16,117 shares; 2025Q1: 15,911 shares; 2025Q2: 15,749 shares; 2025Q3: 15,254 shares; 2025Q4: 14,856 shares 14,856$3.39M0.8%-398Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,220 shares; 2024Q4: 9,217 shares; 2025Q1: 9,163 shares; 2025Q2: 9,256 shares; 2025Q3: 9,154 shares; 2025Q4: 9,236 shares 9,236$3.24M0.77%+82Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares 4$3.02M0.71%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,222 shares; 2024Q4: 25,509 shares; 2025Q1: 25,421 shares; 2025Q2: 25,455 shares; 2025Q3: 26,116 shares; 2025Q4: 26,143 shares 26,143$2.91M0.69%+27Timeline
CMFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,129 shares; 2024Q4: 40,707 shares; 2025Q1: 45,679 shares; 2025Q2: 48,159 shares; 2025Q3: 49,064 shares; 2025Q4: 49,163 shares 49,163$2.82M0.67%+99Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,706 shares; 2024Q4: 15,787 shares; 2025Q1: 15,532 shares; 2025Q2: 16,658 shares; 2025Q3: 16,448 shares; 2025Q4: 17,272 shares 17,272$2.63M0.62%+824Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,020 shares; 2024Q4: 8,995 shares; 2025Q1: 8,874 shares; 2025Q2: 8,640 shares; 2025Q3: 8,340 shares; 2025Q4: 7,846 shares 7,846$2.59M0.61%-494Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,672 shares; 2024Q4: 4,606 shares; 2025Q1: 4,588 shares; 2025Q2: 4,589 shares; 2025Q3: 4,492 shares; 2025Q4: 4,500 shares 4,500$2.57M0.61%+8Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,822 shares; 2024Q4: 10,030 shares; 2025Q1: 10,219 shares; 2025Q2: 10,643 shares; 2025Q3: 10,752 shares; 2025Q4: 11,016 shares 11,016$2.55M0.6%+264Timeline
CGSDCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,766 shares; 2024Q4: 60,688 shares; 2025Q1: 67,216 shares; 2025Q2: 78,163 shares; 2025Q3: 78,571 shares; 2025Q4: 93,321 shares 93,321$2.43M0.57%+14,750Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,436 shares; 2024Q4: 5,601 shares; 2025Q1: 5,929 shares; 2025Q2: 6,427 shares; 2025Q3: 6,604 shares; 2025Q4: 7,398 shares 7,398$2.42M0.57%+794Timeline
TQQQPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,369 shares; 2024Q4: 29,656 shares; 2025Q1: 27,762 shares; 2025Q2: 26,772 shares; 2025Q3: 26,311 shares; 2025Q4: 45,871 shares 45,871$2.42M0.57%+19,560Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 2,505 shares; 2025Q1: 2,614 shares; 2025Q2: 2,516 shares; 2025Q3: 2,523 shares; 2025Q4: 25,247 shares 25,247$2.37M0.56%+22,724Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,145 shares; 2024Q4: 8,321 shares; 2025Q1: 8,362 shares; 2025Q2: 8,228 shares; 2025Q3: 8,206 shares; 2025Q4: 8,146 shares 8,146$2.36M0.56%-60Timeline
UPROPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,280 shares; 2024Q4: 18,280 shares; 2025Q1: 18,280 shares; 2025Q2: 18,280 shares; 2025Q3: 18,280 shares; 2025Q4: 18,280 shares 18,280$2.12M0.5%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,825 shares; 2024Q4: 4,798 shares; 2025Q1: 4,937 shares; 2025Q2: 5,018 shares; 2025Q3: 4,975 shares; 2025Q4: 4,942 shares 4,942$1.96M0.46%-33Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,067 shares; 2024Q4: 8,079 shares; 2025Q1: 8,125 shares; 2025Q2: 8,532 shares; 2025Q3: 8,356 shares; 2025Q4: 7,286 shares 7,286$1.93M0.46%-1,070Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,373 shares; 2024Q4: 4,338 shares; 2025Q1: 4,334 shares; 2025Q2: 4,333 shares; 2025Q3: 4,329 shares; 2025Q4: 4,309 shares 4,309$1.84M0.43%-20Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,620 shares; 2024Q4: 9,703 shares; 2025Q1: 9,949 shares; 2025Q2: 10,862 shares; 2025Q3: 11,272 shares; 2025Q4: 8,524 shares 8,524$1.83M0.43%-2,748Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,469 shares; 2024Q4: 12,440 shares; 2025Q1: 12,463 shares; 2025Q2: 12,432 shares; 2025Q3: 12,437 shares; 2025Q4: 12,269 shares 12,269$1.76M0.42%-168Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,860 shares; 2024Q4: 15,134 shares; 2025Q1: 16,049 shares; 2025Q2: 17,092 shares; 2025Q3: 18,123 shares; 2025Q4: 19,172 shares 19,172$1.57M0.37%+1,049Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,799 shares; 2024Q4: 12,701 shares; 2025Q1: 12,821 shares; 2025Q2: 12,591 shares; 2025Q3: 12,197 shares; 2025Q4: 12,203 shares 12,203$1.53M0.36%+6Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,017 shares; 2025Q3: 18,682 shares; 2025Q4: 19,930 shares 19,930$1.5M0.36%+1,248Timeline
ENSGENSIGN GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,090 shares; 2024Q4: 7,188 shares; 2025Q1: 7,459 shares; 2025Q2: 7,844 shares; 2025Q3: 8,238 shares; 2025Q4: 8,038 shares 8,038$1.4M0.33%-200Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,730 shares; 2024Q4: 20,126 shares; 2025Q1: 20,635 shares; 2025Q2: 17,398 shares; 2025Q3: 17,324 shares; 2025Q4: 17,397 shares 17,397$1.28M0.3%+73Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,102 shares; 2024Q4: 6,068 shares; 2025Q1: 5,996 shares; 2025Q2: 5,898 shares; 2025Q3: 6,095 shares; 2025Q4: 6,112 shares 6,112$1.26M0.3%+17Timeline
FTCSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,173 shares; 2024Q4: 23,655 shares; 2025Q1: 21,628 shares; 2025Q2: 20,318 shares; 2025Q3: 15,578 shares; 2025Q4: 13,232 shares 13,232$1.22M0.29%-2,346Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,968 shares; 2024Q4: 2,361 shares; 2025Q1: 2,278 shares; 2025Q2: 2,356 shares; 2025Q3: 2,331 shares; 2025Q4: 2,339 shares 2,339$1.18M0.28%+8Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 5,727 shares; 2025Q1: 5,724 shares; 2025Q2: 5,489 shares; 2025Q3: 5,595 shares; 2025Q4: 5,529 shares 5,529$1.08M0.26%-66Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,943 shares; 2024Q4: 11,815 shares; 2025Q1: 11,154 shares; 2025Q2: 11,024 shares; 2025Q3: 10,912 shares; 2025Q4: 10,182 shares 10,182$1.07M0.25%-730Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,105 shares; 2024Q4: 9,940 shares; 2025Q1: 9,690 shares; 2025Q2: 9,541 shares; 2025Q3: 9,541 shares; 2025Q4: 9,441 shares 9,441$947K0.22%-100Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,947 shares; 2024Q4: 1,949 shares; 2025Q1: 1,918 shares; 2025Q2: 1,906 shares; 2025Q3: 1,904 shares; 2025Q4: 1,903 shares 1,903$920K0.22%-1Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: 3,034 shares; 2025Q1: 3,023 shares; 2025Q2: 2,980 shares; 2025Q3: 2,981 shares; 2025Q4: 2,981 shares 2,981$911K0.22%0Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,731 shares; 2025Q2: 3,067 shares; 2025Q3: 3,157 shares; 2025Q4: 2,949 shares 2,949$909K0.22%-208Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,318 shares; 2024Q4: 11,824 shares; 2025Q1: 14,491 shares; 2025Q2: 15,558 shares; 2025Q3: 16,739 shares; 2025Q4: 18,224 shares 18,224$905K0.21%+1,485Timeline
GDLCGRAYSCALE COINDESK CRYPTOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,496 shares 19,496$806K0.19%newTimeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,054 shares; 2025Q1: 1,035 shares; 2025Q2: 1,044 shares; 2025Q3: 1,034 shares; 2025Q4: 950 shares 950$779K0.18%-84Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,415 shares; 2025Q1: 5,604 shares; 2025Q2: 5,742 shares; 2025Q3: 5,684 shares; 2025Q4: 4,535 shares 4,535$776K0.18%-1,149Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,635 shares; 2024Q4: 11,661 shares; 2025Q1: 11,895 shares; 2025Q2: 12,560 shares; 2025Q3: 11,386 shares; 2025Q4: 10,234 shares 10,234$731K0.17%-1,152Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,932 shares; 2024Q4: 3,910 shares; 2025Q1: 3,221 shares; 2025Q2: 2,778 shares; 2025Q3: 2,760 shares; 2025Q4: 2,693 shares 2,693$722K0.17%-67Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,530 shares; 2025Q1: 2,544 shares; 2025Q2: 2,574 shares; 2025Q3: 2,552 shares; 2025Q4: 2,676 shares 2,676$688K0.16%+124Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 987 shares; 2025Q1: 987 shares; 2025Q2: 987 shares; 2025Q3: 987 shares; 2025Q4: 987 shares 987$673K0.16%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,280 shares; 2025Q1: 1,269 shares; 2025Q2: 1,297 shares; 2025Q3: 1,295 shares; 2025Q4: 1,315 shares 1,315$672K0.16%+20Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,168 shares; 2025Q1: 1,151 shares; 2025Q2: 1,151 shares; 2025Q3: 1,151 shares; 2025Q4: 1,151 shares 1,151$667K0.16%0Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 852 shares; 2024Q4: 852 shares; 2025Q1: 1,503 shares; 2025Q2: 1,563 shares; 2025Q3: 1,570 shares; 2025Q4: 1,860 shares 1,860$651K0.15%+290Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,369 shares; 2024Q4: 11,319 shares; 2025Q1: 11,220 shares; 2025Q2: 7,924 shares; 2025Q3: 7,905 shares; 2025Q4: 7,998 shares 7,998$642K0.15%+93Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,031 shares; 2024Q4: 3,064 shares; 2025Q1: 3,602 shares; 2025Q2: 3,783 shares; 2025Q3: 3,783 shares; 2025Q4: 3,825 shares 3,825$624K0.15%+42Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: 542 shares; 2025Q1: 540 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 601 shares 601$606K0.14%+45Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,662 shares; 2024Q4: 10,447 shares; 2025Q1: 7,851 shares; 2025Q2: 6,058 shares; 2025Q3: 5,427 shares; 2025Q4: 5,227 shares 5,227$595K0.14%-200Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 991 shares; 2025Q2: 1,072 shares; 2025Q3: 1,072 shares; 2025Q4: 897 shares 897$514K0.12%-175Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,991 shares; 2025Q3: 2,278 shares; 2025Q4: 2,674 shares 2,674$475K0.11%+396Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,978 shares; 2025Q2: 2,096 shares; 2025Q3: 2,096 shares; 2025Q4: 2,141 shares 2,141$458K0.11%+45Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,535 shares; 2024Q4: 1,456 shares; 2025Q1: 1,503 shares; 2025Q2: 1,722 shares; 2025Q3: 1,811 shares; 2025Q4: 2,007 shares 2,007$454K0.11%+196Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,646 shares; 2024Q4: 2,646 shares; 2025Q1: 2,646 shares; 2025Q2: 2,646 shares; 2025Q3: 2,646 shares; 2025Q4: 2,646 shares 2,646$453K0.11%0Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971 shares; 2024Q4: 971 shares; 2025Q1: 971 shares; 2025Q2: 959 shares; 2025Q3: 959 shares; 2025Q4: 952 shares 952$446K0.11%-7Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,710 shares; 2024Q4: 6,453 shares; 2025Q1: 6,121 shares; 2025Q2: 5,683 shares; 2025Q3: 5,682 shares; 2025Q4: 5,043 shares 5,043$418K0.1%-639Timeline
AZNASTRAZENECA PLC-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,001 shares; 2025Q2: 4,302 shares; 2025Q3: 4,302 shares; 2025Q4: 4,457 shares 4,457$410K0.1%+155Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,036 shares; 2024Q4: 3,036 shares; 2025Q1: 2,644 shares; 2025Q2: 2,474 shares; 2025Q3: 2,740 shares; 2025Q4: 2,740 shares 2,740$393K0.09%0Timeline
AVTRAVANTOR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,237 shares; 2024Q4: 33,237 shares; 2025Q1: 33,237 shares; 2025Q2: 33,237 shares; 2025Q3: 33,237 shares; 2025Q4: 33,237 shares 33,237$381K0.09%0Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,995 shares; 2025Q2: 2,137 shares; 2025Q3: 2,093 shares; 2025Q4: 1,664 shares 1,664$379K0.09%-429Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,190 shares; 2024Q4: 3,162 shares; 2025Q1: 1,728 shares; 2025Q2: 1,713 shares; 2025Q3: 1,705 shares; 2025Q4: 1,648 shares 1,648$377K0.09%-57Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,762 shares; 2024Q4: 2,746 shares; 2025Q1: 2,820 shares; 2025Q2: 2,682 shares; 2025Q3: 2,677 shares; 2025Q4: 3,107 shares 3,107$374K0.09%+430Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,221 shares; 2025Q2: 1,283 shares; 2025Q3: 1,283 shares; 2025Q4: 1,335 shares 1,335$365K0.09%+52Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: 3,179 shares; 2025Q1: 3,010 shares; 2025Q2: 3,011 shares; 2025Q3: 3,011 shares; 2025Q4: 2,890 shares 2,890$355K0.08%-121Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,186 shares 1,186$339K0.08%newTimeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,528 shares; 2025Q1: not reported; 2025Q2: 2,528 shares; 2025Q3: 2,528 shares; 2025Q4: 2,528 shares 2,528$331K0.08%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 868 shares; 2024Q4: 868 shares; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 868 shares 868$321K0.08%0Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 428 shares; 2025Q1: 431 shares; 2025Q2: 430 shares; 2025Q3: 408 shares; 2025Q4: 396 shares 396$320K0.08%-12Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,030 shares; 2024Q4: 2,030 shares; 2025Q1: 2,030 shares; 2025Q2: 2,020 shares; 2025Q3: 1,997 shares; 2025Q4: 1,997 shares 1,997$309K0.07%0Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,118 shares; 2025Q3: 5,421 shares; 2025Q4: 5,404 shares 5,404$286K0.07%-17Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,286 shares; 2025Q1: 1,286 shares; 2025Q2: 1,286 shares; 2025Q3: 1,286 shares; 2025Q4: 1,285 shares 1,285$279K0.07%-1Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,257 shares; 2024Q4: 24,184 shares; 2025Q1: 15,942 shares; 2025Q2: 8,950 shares; 2025Q3: 7,666 shares; 2025Q4: 6,843 shares 6,843$279K0.07%-823Timeline
GBTCGRAYSCALE BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,663 shares; 2024Q4: 4,378 shares; 2025Q1: 4,256 shares; 2025Q2: 4,203 shares; 2025Q3: 4,204 shares; 2025Q4: 4,057 shares 4,057$277K0.07%-147Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,235 shares 4,235$273K0.06%newTimeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,962 shares; 2025Q3: 2,172 shares; 2025Q4: 2,221 shares 2,221$269K0.06%+49Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,131 shares; 2024Q4: 1,131 shares; 2025Q1: 1,131 shares; 2025Q2: 1,131 shares; 2025Q3: 1,108 shares; 2025Q4: 1,108 shares 1,108$267K0.06%0Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,676 shares; 2024Q4: 9,291 shares; 2025Q1: 8,758 shares; 2025Q2: 8,509 shares; 2025Q3: 7,493 shares; 2025Q4: 4,545 shares 4,545$265K0.06%-2,948Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,902 shares; 2024Q4: 4,908 shares; 2025Q1: 4,098 shares; 2025Q2: 4,122 shares; 2025Q3: 4,345 shares; 2025Q4: 3,426 shares 3,426$240K0.06%-919Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,053 shares; 2024Q4: 6,302 shares; 2025Q1: 6,519 shares; 2025Q2: 6,343 shares; 2025Q3: 6,515 shares; 2025Q4: 2,402 shares 2,402$238K0.06%-4,113Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,159 shares; 2024Q4: 4,118 shares; 2025Q1: 3,894 shares; 2025Q2: 3,708 shares; 2025Q3: 3,287 shares; 2025Q4: 2,641 shares 2,641$222K0.05%-646Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: 1,324 shares; 2025Q1: not reported; 2025Q2: 1,287 shares; 2025Q3: 1,262 shares; 2025Q4: 1,262 shares 1,262$220K0.05%0Timeline
FPEFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,748 shares; 2024Q4: 14,129 shares; 2025Q1: 14,129 shares; 2025Q2: 12,748 shares; 2025Q3: 11,387 shares; 2025Q4: 10,588 shares 10,588$193K0.05%-799Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,707 shares; 2024Q4: 25,707 shares; 2025Q1: 25,707 shares; 2025Q2: 25,707 shares; 2025Q3: 25,707 shares; 2025Q4: 25,707 shares 25,707$166K0.04%0Timeline

How Q4 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 0001172661-26-000258 base2026-01-22acceptance time not in the bulk data set