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Eaton-Cambridge Inc.

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13F filer, CIK 2011052, PHOENIX, AZ

Eaton-Cambridge Inc. reported $319,559,489 across 56 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-07. Its ten largest share positions make up 89.83% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002011052-26-000002

Period
2026-03-31
Reported value
$320M
Holdings
56
Top 10 weight
89.83%
New
11
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFGXnew+325,258$17.1M
DFACadded+41,299$1.6M
DFSUnew+24,220$995K
VTEBadded+12,665$632K
NVDAadded+3,583$625K

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
VCSHreduced-70,607-$5.6M
BNDreduced-72,892-$5.37M
BSVreduced-9,145-$717K
UPSreduced-1,035-$102K
AVIGreduced-2,305-$95.8K

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, Q1 2026

Share positions as resolved from 13F-HR 0002011052-26-000002, largest first. % of portfolio is the value over $319,559,489, 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; 2024Q2: restricted; 2024Q3: 2,329,182 shares; 2024Q4: 2,324,970 shares; 2025Q1: 2,313,690 shares; 2025Q2: 2,516,240 shares; 2025Q3: 2,515,877 shares; 2025Q4: 2,554,389 shares; 2026Q1: 2,595,688 shares 2,595,688$101M31.56%+41,299Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 946,216 shares; 2024Q4: 1,057,263 shares; 2025Q1: 1,130,609 shares; 2025Q2: 1,218,574 shares; 2025Q3: 1,221,335 shares; 2025Q4: 1,258,671 shares; 2026Q1: 1,273,246 shares 1,273,246$45.2M14.16%+14,575Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464,489 shares; 2024Q4: 525,675 shares; 2025Q1: 523,973 shares; 2025Q2: 543,148 shares; 2025Q3: 573,228 shares; 2025Q4: 618,534 shares; 2026Q1: 547,927 shares 547,927$43.4M13.59%-70,607Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311,740 shares; 2024Q4: 383,222 shares; 2025Q1: 406,548 shares; 2025Q2: 426,871 shares; 2025Q3: 464,682 shares; 2025Q4: 507,753 shares; 2026Q1: 434,861 shares 434,861$32M10.02%-72,892Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481,918 shares; 2024Q4: 537,287 shares; 2025Q1: 564,655 shares; 2025Q2: 620,890 shares; 2025Q3: 631,951 shares; 2025Q4: 650,541 shares; 2026Q1: 655,618 shares 655,618$22.7M7.09%+5,077Timeline
DFGXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 325,258 shares 325,258$17.1M5.34%newTimeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,276 shares; 2024Q4: 165,659 shares; 2025Q1: 164,713 shares; 2025Q2: 172,627 shares; 2025Q3: 169,804 shares; 2025Q4: 170,491 shares; 2026Q1: 161,346 shares 161,346$12.7M3.96%-9,145Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,996 shares; 2024Q4: 11,889 shares; 2025Q1: 48,884 shares; 2025Q2: 50,865 shares; 2025Q3: 49,897 shares; 2025Q4: 49,455 shares; 2026Q1: 51,742 shares 51,742$5.75M1.8%+2,287Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,732 shares; 2024Q4: 18,889 shares; 2025Q1: 17,767 shares; 2025Q2: 18,941 shares; 2025Q3: 18,314 shares; 2025Q4: 18,445 shares; 2026Q1: 22,028 shares 22,028$3.84M1.2%+3,583Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,807 shares; 2024Q4: 10,797 shares; 2025Q1: 10,939 shares; 2025Q2: 11,157 shares; 2025Q3: 11,215 shares; 2025Q4: 11,518 shares; 2026Q1: 13,968 shares 13,968$3.54M1.11%+2,450Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,423 shares; 2025Q2: 22,013 shares; 2025Q3: 26,526 shares; 2025Q4: 49,646 shares; 2026Q1: 62,311 shares 62,311$3.11M0.97%+12,665Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,715 shares; 2025Q2: 5,715 shares; 2025Q3: 13,442 shares; 2025Q4: 20,104 shares; 2026Q1: 23,659 shares 23,659$2.39M0.75%+3,555Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,558 shares; 2024Q4: 58,602 shares; 2025Q1: 58,610 shares; 2025Q2: 58,558 shares; 2025Q3: 58,558 shares; 2025Q4: 54,649 shares; 2026Q1: 54,649 shares 54,649$2.13M0.67%0Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,583 shares; 2024Q4: 17,547 shares; 2025Q1: 18,755 shares; 2025Q2: 19,363 shares; 2025Q3: 18,847 shares; 2025Q4: 18,293 shares; 2026Q1: 19,297 shares 19,297$1.64M0.51%+1,004Timeline
AVSFAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,229 shares; 2024Q4: 5,229 shares; 2025Q1: 37,480 shares; 2025Q2: 37,587 shares; 2025Q3: 37,515 shares; 2025Q4: 33,742 shares; 2026Q1: 33,742 shares 33,742$1.58M0.49%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,482 shares; 2024Q4: 4,533 shares; 2025Q1: 4,582 shares; 2025Q2: 4,990 shares; 2025Q3: 5,025 shares; 2025Q4: 5,276 shares; 2026Q1: 7,417 shares 7,417$1.54M0.48%+2,141Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,001 shares; 2024Q4: 5,001 shares; 2025Q1: 16,132 shares; 2025Q2: 18,251 shares; 2025Q3: 17,875 shares; 2025Q4: 17,281 shares; 2026Q1: 18,709 shares 18,709$1.51M0.47%+1,428Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,929 shares; 2024Q4: 2,032 shares; 2025Q1: 1,926 shares; 2025Q2: 2,049 shares; 2025Q3: 2,049 shares; 2025Q4: 2,206 shares; 2026Q1: 3,348 shares 3,348$1.24M0.39%+1,142Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,739 shares; 2024Q4: 9,739 shares; 2025Q1: 9,739 shares; 2025Q2: 9,739 shares; 2025Q3: 9,739 shares; 2025Q4: 9,739 shares; 2026Q1: 9,739 shares 9,739$1.1M0.34%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,572 shares; 2024Q4: 1,906 shares; 2025Q1: 1,944 shares; 2025Q2: 2,307 shares; 2025Q3: 2,361 shares; 2025Q4: 2,434 shares; 2026Q1: 3,626 shares 3,626$1.04M0.33%+1,192Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,220 shares 24,220$995K0.31%newTimeline
AVIGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,217 shares; 2024Q4: 47,049 shares; 2025Q1: 39,444 shares; 2025Q2: 32,981 shares; 2025Q3: 31,922 shares; 2025Q4: 23,267 shares; 2026Q1: 20,962 shares 20,962$871K0.27%-2,305Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 710 shares; 2025Q1: 650 shares; 2025Q2: 964 shares; 2025Q3: 975 shares; 2025Q4: 1,016 shares; 2026Q1: 1,437 shares 1,437$822K0.26%+421Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 692 shares; 2025Q1: 692 shares; 2025Q2: 697 shares; 2025Q3: 697 shares; 2025Q4: 726 shares; 2026Q1: 874 shares 874$804K0.25%+148Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,163 shares; 2024Q4: 22,163 shares; 2025Q1: 22,167 shares; 2025Q2: 22,163 shares; 2025Q3: 22,163 shares; 2025Q4: 22,163 shares; 2026Q1: 22,163 shares 22,163$750K0.23%0Timeline
AVGEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,463 shares; 2024Q4: 9,070 shares; 2025Q1: 9,031 shares; 2025Q2: 8,631 shares; 2025Q3: 7,898 shares; 2025Q4: 7,136 shares; 2026Q1: 7,695 shares 7,695$677K0.21%+559Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,831 shares; 2025Q2: 5,831 shares; 2025Q3: 26,613 shares; 2025Q4: 12,724 shares; 2026Q1: 12,724 shares 12,724$609K0.19%0Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,168 shares; 2024Q4: 4,168 shares; 2025Q1: 4,168 shares; 2025Q2: 4,168 shares; 2025Q3: 4,168 shares; 2025Q4: 4,168 shares; 2026Q1: 4,167 shares 4,167$594K0.19%-1Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares; 2025Q4: 764 shares; 2026Q1: 1,760 shares 1,760$526K0.16%+996Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,193 shares; 2025Q1: not reported; 2025Q2: 1,372 shares; 2025Q3: 1,423 shares; 2025Q4: 1,480 shares; 2026Q1: 1,790 shares 1,790$513K0.16%+310Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 1,294 shares; 2025Q1: 1,286 shares; 2025Q2: 1,347 shares; 2025Q3: 1,352 shares; 2025Q4: 1,406 shares; 2026Q1: 1,657 shares 1,657$487K0.15%+251Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,769 shares; 2026Q1: 2,711 shares 2,711$460K0.14%+942Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 950 shares; 2025Q1: not reported; 2025Q2: 974 shares; 2025Q3: 985 shares; 2025Q4: 1,048 shares; 2026Q1: 1,433 shares 1,433$444K0.14%+385Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 735 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 659 shares; 2025Q4: 634 shares; 2026Q1: 668 shares 668$434K0.14%+34Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 558 shares; 2025Q1: 676 shares; 2025Q2: 696 shares; 2025Q3: 719 shares; 2025Q4: 739 shares; 2026Q1: 869 shares 869$416K0.13%+130Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,290 shares; 2026Q1: 8,270 shares 8,270$397K0.12%-20Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,732 shares; 2025Q2: 1,732 shares; 2025Q3: 1,707 shares; 2025Q4: 1,683 shares; 2026Q1: 1,720 shares 1,720$370K0.12%+37Timeline
VBILVANGUARD INSTL INDEX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,612 shares; 2026Q1: 4,871 shares 4,871$368K0.12%+259Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,697 shares; 2025Q4: 6,495 shares; 2026Q1: 6,495 shares 6,495$329K0.1%0Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,737 shares; 2026Q1: 3,874 shares 3,874$321K0.1%+137Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 733 shares; 2025Q4: 733 shares; 2026Q1: 733 shares 733$315K0.1%0Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,384 shares 7,384$313K0.1%newTimeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,430 shares 2,430$302K0.09%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 864 shares 864$292K0.09%newTimeline
VCEBVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,525 shares 4,525$284K0.09%newTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554 shares; 2024Q4: 519 shares; 2025Q1: 514 shares; 2025Q2: 514 shares; 2025Q3: 408 shares; 2025Q4: 399 shares; 2026Q1: 428 shares 428$280K0.09%+29Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,077 shares 1,077$263K0.08%newTimeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 528 shares; 2025Q1: not reported; 2025Q2: 557 shares; 2025Q3: 558 shares; 2025Q4: not reported; 2026Q1: 789 shares 789$259K0.08%newTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 590 shares; 2025Q2: 633 shares; 2025Q3: 625 shares; 2025Q4: 644 shares; 2026Q1: 765 shares 765$231K0.07%+121Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 689 shares; 2025Q1: not reported; 2025Q2: 461 shares; 2025Q3: 453 shares; 2025Q4: 442 shares; 2026Q1: 529 shares 529$231K0.07%+87Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 191 shares; 2025Q3: 192 shares; 2025Q4: not reported; 2026Q1: 2,338 shares 2,338$225K0.07%newTimeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,744 shares; 2024Q4: 6,434 shares; 2025Q1: 6,801 shares; 2025Q2: 6,414 shares; 2025Q3: 5,953 shares; 2025Q4: 4,722 shares; 2026Q1: 5,229 shares 5,229$221K0.07%+507Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 905 shares; 2026Q1: 1,015 shares 1,015$221K0.07%+110Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 3,238 shares; 2025Q1: 3,072 shares; 2025Q2: 3,214 shares; 2025Q3: 3,100 shares; 2025Q4: 3,235 shares; 2026Q1: 2,200 shares 2,200$216K0.07%-1,035Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 415 shares 415$207K0.06%newTimeline
HBANHUNTINGTON BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,197 shares 10,197$160K0.05%newTimeline

How Q1 2026 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 0002011052-26-000002 base2026-05-07acceptance time not in the bulk data set