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Dodds Wealth, LLC

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13F filer, CIK 1973728, GREENWOOD VILLAGE, CO

Dodds Wealth, LLC reported $372,913,347 across 56 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-31. Its ten largest share positions make up 86.54% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001973728-25-000005

Period
2025-06-30
Reported value
$373M
Holdings
56
Top 10 weight
86.54%
New
2
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGadded+76,525$33.5M
GOVTadded+1,097,218$25.2M
VCITadded+26,527$2.2M
SPIBadded+57,762$1.94M
IGIBadded+17,225$918K

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
SCHAexited-261,356-$6.12M
USHYexited-78,102-$2.87M
DFASexited-13,002-$777K
NUSCexited-13,758-$527K
VTWOexited-5,841-$471K

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 0001973728-25-000005, largest first. % of portfolio is the value over $372,913,347, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 551,447 shares; 2024Q4: 571,631 shares; 2025Q1: 578,087 shares; 2025Q2: 604,614 shares 604,614$50.1M13.44%+26,527Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,337,410 shares; 2024Q4: 1,391,238 shares; 2025Q1: 1,422,160 shares; 2025Q2: 1,479,922 shares 1,479,922$49.7M13.33%+57,762Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 975,375 shares; 2024Q4: 1,006,500 shares; 2025Q1: 1,036,809 shares; 2025Q2: 2,134,027 shares 2,134,027$49M13.15%+1,097,218Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,052 shares; 2024Q4: 28,806 shares; 2025Q1: 28,794 shares; 2025Q2: 105,319 shares 105,319$46.2M12.38%+76,525Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 698,178 shares; 2024Q4: 746,576 shares; 2025Q1: 756,225 shares; 2025Q2: 773,450 shares 773,450$41.2M11.05%+17,225Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310,932 shares; 2024Q4: 1,278,176 shares; 2025Q1: 1,105,978 shares; 2025Q2: 1,110,461 shares 1,110,461$30.7M8.24%+4,483Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 685,428 shares; 2024Q4: 752,010 shares; 2025Q1: 860,683 shares; 2025Q2: 876,957 shares 876,957$20.9M5.6%+16,274Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,055 shares; 2024Q4: 29,537 shares; 2025Q1: 31,357 shares; 2025Q2: 31,485 shares 31,485$17.9M4.8%+128Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,525 shares; 2024Q4: 139,056 shares; 2025Q1: 166,491 shares; 2025Q2: 162,947 shares 162,947$11.3M3.02%-3,544Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,021 shares; 2024Q4: 23,299 shares; 2025Q1: 22,522 shares; 2025Q2: 22,495 shares 22,495$5.7M1.53%-27Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,219 shares; 2024Q4: 91,476 shares; 2025Q1: 128,606 shares; 2025Q2: 129,831 shares 129,831$5.5M1.47%+1,225Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,232 shares; 2024Q4: 156,274 shares; 2025Q1: 154,340 shares; 2025Q2: 148,834 shares 148,834$5.15M1.38%-5,506Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,523 shares; 2024Q4: 63,309 shares; 2025Q1: 48,668 shares; 2025Q2: 48,104 shares 48,104$4.28M1.15%-564Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,683 shares; 2024Q4: 47,964 shares; 2025Q1: 31,343 shares; 2025Q2: 30,763 shares 30,763$4.1M1.1%-580Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,903 shares; 2024Q4: 13,830 shares; 2025Q1: 13,737 shares; 2025Q2: 13,416 shares 13,416$2.75M0.74%-321Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,758 shares; 2024Q4: 11,827 shares; 2025Q1: 11,758 shares; 2025Q2: 11,758 shares 11,758$2.14M0.57%0Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,639 shares; 2024Q4: 28,696 shares; 2025Q1: 28,528 shares; 2025Q2: 28,338 shares 28,338$1.9M0.51%-190Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,282 shares; 2024Q4: 14,282 shares; 2025Q1: 13,941 shares; 2025Q2: 11,316 shares 11,316$1.79M0.48%-2,625Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,885 shares; 2024Q4: 3,760 shares; 2025Q1: 3,760 shares; 2025Q2: 3,465 shares 3,465$1.68M0.45%-295Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 603 shares; 2025Q1: 2,681 shares; 2025Q2: 2,640 shares 2,640$1.63M0.44%-41Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,092 shares; 2024Q4: 23,912 shares; 2025Q1: 22,467 shares; 2025Q2: 22,193 shares 22,193$1.38M0.37%-274Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,648 shares; 2024Q4: 19,854 shares; 2025Q1: 9,723 shares; 2025Q2: 9,348 shares 9,348$1.26M0.34%-375Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,882 shares; 2024Q4: 5,882 shares; 2025Q1: 5,882 shares; 2025Q2: 5,882 shares 5,882$1.04M0.28%0Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,941 shares; 2024Q4: 7,802 shares; 2025Q1: 7,850 shares; 2025Q2: 7,562 shares 7,562$1M0.27%-288Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 1,995 shares; 2025Q1: 1,919 shares; 2025Q2: 1,592 shares 1,592$989K0.27%-327Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,422 shares; 2024Q4: 6,422 shares; 2025Q1: 6,422 shares; 2025Q2: 6,422 shares 6,422$987K0.26%0Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,557 shares; 2024Q4: 7,571 shares; 2025Q1: 7,579 shares; 2025Q2: 7,584 shares 7,584$975K0.26%+5Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,820 shares; 2025Q1: 1,808 shares; 2025Q2: 1,833 shares 1,833$912K0.24%+25Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,955 shares; 2024Q4: 13,252 shares; 2025Q1: 13,191 shares; 2025Q2: 13,190 shares 13,190$752K0.2%-1Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 3,774 shares; 2025Q1: 3,745 shares; 2025Q2: 3,420 shares 3,420$750K0.2%-325Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,276 shares; 2024Q4: 1,280 shares; 2025Q1: 1,283 shares; 2025Q2: 1,316 shares 1,316$726K0.19%+33Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,770 shares; 2024Q4: 1,688 shares; 2025Q1: 4,000 shares; 2025Q2: 4,001 shares 4,001$693K0.19%+1Timeline
CBZCBIZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,742 shares; 2024Q4: 8,742 shares; 2025Q1: 8,742 shares; 2025Q2: 8,742 shares 8,742$627K0.17%0Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,862 shares; 2024Q4: 11,866 shares; 2025Q1: 10,798 shares; 2025Q2: 10,590 shares 10,590$559K0.15%-208Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 3,140 shares; 2025Q1: 3,140 shares; 2025Q2: 2,971 shares 2,971$524K0.14%-169Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 3,094 shares; 2025Q1: 3,576 shares; 2025Q2: 3,036 shares 3,036$464K0.12%-540Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,658 shares; 2024Q4: 1,658 shares; 2025Q1: 1,658 shares; 2025Q2: 1,507 shares 1,507$437K0.12%-151Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,512 shares; 2024Q4: 1,512 shares; 2025Q1: 1,763 shares; 2025Q2: 1,385 shares 1,385$379K0.1%-378Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,028 shares; 2024Q4: 2,975 shares; 2025Q1: 2,975 shares; 2025Q2: 2,675 shares 2,675$353K0.09%-300Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,815 shares; 2024Q4: 7,815 shares; 2025Q1: 7,815 shares; 2025Q2: 7,658 shares 7,658$347K0.09%-157Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,852 shares; 2024Q4: 10,007 shares; 2025Q1: 10,118 shares; 2025Q2: 10,947 shares 10,947$336K0.09%+829Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,696 shares; 2024Q4: 2,697 shares; 2025Q1: 2,668 shares; 2025Q2: 2,668 shares 2,668$331K0.09%0Timeline
PTYPIMCO CORPORATE & INCOME OPPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,113 shares; 2024Q4: 23,113 shares; 2025Q1: 23,113 shares; 2025Q2: 23,113 shares 23,113$322K0.09%0Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares 800$306K0.08%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares 3,000$293K0.08%0Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,962 shares; 2024Q4: 1,962 shares; 2025Q1: 1,962 shares; 2025Q2: 1,962 shares 1,962$285K0.08%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,004 shares 1,004$277K0.07%newTimeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,739 shares; 2024Q4: 3,740 shares; 2025Q1: 3,740 shares; 2025Q2: 3,740 shares 3,740$265K0.07%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,431 shares; 2024Q4: 1,431 shares; 2025Q1: 1,431 shares; 2025Q2: 1,581 shares 1,581$252K0.07%+150Timeline
EQALINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,093 shares; 2024Q4: 5,093 shares; 2025Q1: 5,093 shares; 2025Q2: 5,093 shares 5,093$251K0.07%0Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,497 shares; 2024Q4: 1,497 shares; 2025Q1: 1,498 shares; 2025Q2: 1,489 shares 1,489$245K0.07%-9Timeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,315 shares; 2024Q4: 10,315 shares; 2025Q1: 10,315 shares; 2025Q2: 10,315 shares 10,315$242K0.06%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 309 shares 309$228K0.06%newTimeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: 271 shares 271$211K0.06%0Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,521 shares; 2024Q4: 9,529 shares; 2025Q1: 9,533 shares; 2025Q2: 9,538 shares 9,538$202K0.05%+5Timeline
LIVEPERSON, INC.LIVEPERSON, INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67,402 shares; 2025Q1: 67,402 shares; 2025Q2: 67,402 shares 67,402$68.1K0.02%0

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
SCHASCHWAB STRATEGIC TR261,356$6.12Mshares
USHYISHARES TR78,102$2.87Mshares
DFASDIMENSIONAL ETF TRUST13,002$777Kshares
NUSCNUSHARES ETF TR13,758$527Kshares
VTWOVANGUARD SCOTTSDALE FDS5,841$471Kshares

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 0001973728-25-000005 base2025-07-31acceptance time not in the bulk data set