Skip to content
Disclosery

Ellenbecker Investment Group

Follow

13F filer, CIK 1731497, WAUKESHA, WI

Ellenbecker Investment Group reported $619,029,403 across 119 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-22. Its ten largest share positions make up 80.37% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001731497-25-000004

Period
2025-06-30
Reported value
$619M
Holdings
119
Top 10 weight
80.37%
New
10
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VEAadded+306,431$17.5M
AGGadded+86,218$8.55M
IWFadded+9,608$4.08M
PYLDadded+128,216$3.4M
IWDadded+16,054$3.12M

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
IVVreduced-33,320-$20.7M
VBreduced-4,114-$975K
SPYreduced-1,308-$808K
BNDreduced-9,274-$683K
USRTreduced-10,774-$609K

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 0001731497-25-000004, largest first. % of portfolio is the value over $619,029,403, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 385,191 shares; 2024Q4: 365,026 shares; 2025Q1: 334,832 shares; 2025Q2: 301,512 shares 301,512$187M30.24%-33,320Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320,957 shares; 2024Q4: 421,377 shares; 2025Q1: 512,059 shares; 2025Q2: 598,277 shares 598,277$59.3M9.59%+86,218Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,362 shares; 2024Q4: 103,844 shares; 2025Q1: 125,702 shares; 2025Q2: 135,310 shares 135,310$57.5M9.28%+9,608Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,993 shares; 2024Q4: 229,571 shares; 2025Q1: 204,541 shares; 2025Q2: 200,427 shares 200,427$47.5M7.67%-4,114Timeline
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: 382,536 shares; 2024Q4: 356,203 shares; 2025Q1: 354,760 shares; 2025Q2: 661,191 shares 661,191$37.7M6.09%+306,431Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 618,783 shares; 2025Q1: 1,216,910 shares; 2025Q2: 1,345,126 shares 1,345,126$35.7M5.77%+128,216Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,759 shares; 2024Q4: 69,747 shares; 2025Q1: 102,355 shares; 2025Q2: 118,409 shares 118,409$23M3.72%+16,054Timeline
VWOVANGUARD 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: 228,642 shares; 2024Q4: 317,797 shares; 2025Q1: 404,845 shares; 2025Q2: 447,742 shares 447,742$22.1M3.58%+42,897Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130,380 shares; 2025Q1: 238,402 shares; 2025Q2: 294,863 shares 294,863$16M2.59%+56,461Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,473 shares; 2024Q4: 105,723 shares; 2025Q1: 128,484 shares; 2025Q2: 136,981 shares 136,981$11.4M1.85%+8,497Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,693 shares; 2024Q4: 107,306 shares; 2025Q1: 78,154 shares; 2025Q2: 74,590 shares 74,590$8.15M1.32%-3,564Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,291 shares; 2024Q4: 36,897 shares; 2025Q1: 36,684 shares; 2025Q2: 37,312 shares 37,312$7.66M1.24%+628Timeline
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: 17,704 shares; 2024Q4: 14,995 shares; 2025Q1: 11,727 shares; 2025Q2: 10,419 shares 10,419$6.44M1.04%-1,308Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,255 shares; 2024Q4: 102,412 shares; 2025Q1: 99,722 shares; 2025Q2: 98,383 shares 98,383$6.06M0.98%-1,339Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,522 shares; 2024Q4: 10,687 shares; 2025Q1: 10,477 shares; 2025Q2: 11,706 shares 11,706$5.82M0.94%+1,229Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,269 shares; 2024Q4: 24,240 shares; 2025Q1: 22,857 shares; 2025Q2: 22,960 shares 22,960$4.18M0.68%+103Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,554 shares; 2024Q4: 15,251 shares; 2025Q1: 14,840 shares; 2025Q2: 14,154 shares 14,154$3.96M0.64%-686Timeline
PHYLPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,064 shares; 2025Q1: 76,381 shares; 2025Q2: 94,744 shares 94,744$3.36M0.54%+18,363Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,177 shares; 2024Q4: 19,483 shares; 2025Q1: 20,107 shares; 2025Q2: 21,221 shares 21,221$3.35M0.54%+1,114Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,582 shares; 2024Q4: 128,804 shares; 2025Q1: 130,263 shares; 2025Q2: 123,380 shares 123,380$3.27M0.53%-6,883Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,992 shares; 2024Q4: 17,959 shares; 2025Q1: 17,796 shares; 2025Q2: 17,784 shares 17,784$3.07M0.5%-12Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,568 shares; 2024Q4: 49,253 shares; 2025Q1: 49,394 shares; 2025Q2: 49,991 shares 49,991$2.3M0.37%+597Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,196 shares; 2024Q4: 24,003 shares; 2025Q1: 23,735 shares; 2025Q2: 22,851 shares 22,851$2.1M0.34%-884Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,720 shares; 2024Q4: 18,711 shares; 2025Q1: 18,787 shares; 2025Q2: 20,022 shares 20,022$2.09M0.34%+1,235Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,935 shares; 2024Q4: 35,436 shares; 2025Q1: 35,471 shares; 2025Q2: 34,780 shares 34,780$2.04M0.33%-691Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,847 shares; 2024Q4: 7,601 shares; 2025Q1: 7,239 shares; 2025Q2: 7,131 shares 7,131$2.03M0.33%-108Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,180 shares; 2024Q4: 8,033 shares; 2025Q1: 8,500 shares; 2025Q2: 8,668 shares 8,668$1.9M0.31%+168Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,003 shares; 2024Q4: 14,663 shares; 2025Q1: 13,959 shares; 2025Q2: 13,858 shares 13,858$1.88M0.3%-101Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,134 shares; 2024Q4: 119,237 shares; 2025Q1: 41,984 shares; 2025Q2: 31,210 shares 31,210$1.77M0.29%-10,774Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,671 shares; 2024Q4: 38,928 shares; 2025Q1: 31,375 shares; 2025Q2: 22,101 shares 22,101$1.63M0.26%-9,274Timeline
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: 2,686 shares; 2024Q4: 2,548 shares; 2025Q1: 2,565 shares; 2025Q2: 3,282 shares 3,282$1.59M0.26%+717Timeline
PULSPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,564 shares; 2024Q4: 42,263 shares; 2025Q1: 34,151 shares; 2025Q2: 31,861 shares 31,861$1.59M0.26%-2,290Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,728 shares; 2024Q4: 13,418 shares; 2025Q1: 14,167 shares; 2025Q2: 14,514 shares 14,514$1.42M0.23%+347Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,812 shares; 2024Q4: 5,828 shares; 2025Q1: 5,798 shares; 2025Q2: 5,800 shares 5,800$1.35M0.22%+2Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,955 shares; 2024Q4: 5,980 shares; 2025Q1: 5,961 shares; 2025Q2: 5,972 shares 5,972$1.29M0.21%+11Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,053 shares; 2024Q4: 4,047 shares; 2025Q1: 4,280 shares; 2025Q2: 3,724 shares 3,724$1.16M0.19%-556Timeline
VEUVANGUARD 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: 19,740 shares; 2024Q4: 19,762 shares; 2025Q1: 19,648 shares; 2025Q2: 16,991 shares 16,991$1.14M0.18%-2,657Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,319 shares; 2024Q4: 3,205 shares; 2025Q1: 3,112 shares; 2025Q2: 2,984 shares 2,984$1.07M0.17%-128Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,467 shares; 2025Q1: 2,552 shares; 2025Q2: 3,157 shares 3,157$1M0.16%+605Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,386 shares; 2024Q4: 4,656 shares; 2025Q1: 5,283 shares; 2025Q2: 5,290 shares 5,290$982K0.16%+7Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,693 shares; 2024Q4: 8,756 shares; 2025Q1: 8,717 shares; 2025Q2: 8,972 shares 8,972$967K0.16%+255Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,762 shares; 2024Q4: 11,838 shares; 2025Q1: 11,268 shares; 2025Q2: 11,275 shares 11,275$941K0.15%+7Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,107 shares; 2024Q4: 1,151 shares; 2025Q1: 1,198 shares; 2025Q2: 1,198 shares 1,198$885K0.14%0Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,282 shares; 2024Q4: 11,612 shares; 2025Q1: 11,612 shares; 2025Q2: 11,612 shares 11,612$880K0.14%0Timeline
JP MORGAN CHASE & COJP MORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,099 shares; 2024Q4: 2,234 shares; 2025Q1: 2,721 shares; 2025Q2: 2,999 shares 2,999$870K0.14%+278
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,793 shares; 2024Q4: 6,795 shares; 2025Q1: 6,816 shares; 2025Q2: 6,361 shares 6,361$840K0.14%-455Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,051 shares; 2024Q4: 19,779 shares; 2025Q1: 19,179 shares; 2025Q2: 19,399 shares 19,399$831K0.13%+220Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,048 shares; 2025Q1: 4,097 shares; 2025Q2: 7,287 shares 7,287$796K0.13%+3,190Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 3,893 shares; 2025Q1: 4,374 shares; 2025Q2: 4,434 shares 4,434$787K0.13%+60Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,245 shares; 2025Q1: 2,153 shares; 2025Q2: 2,139 shares 2,139$784K0.13%-14Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,247 shares; 2024Q4: 25,105 shares; 2025Q1: 25,155 shares; 2025Q2: 25,208 shares 25,208$782K0.13%+53Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,656 shares; 2024Q4: 18,639 shares; 2025Q1: 16,805 shares; 2025Q2: 11,913 shares 11,913$762K0.12%-4,892Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly 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: 1 shares; 2025Q2: 1 shares 1$729K0.12%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,068 shares; 2024Q4: 5,202 shares; 2025Q1: 4,985 shares; 2025Q2: 5,071 shares 5,071$690K0.11%+86Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 1,990 shares; 2025Q1: 2,012 shares; 2025Q2: 2,017 shares 2,017$670K0.11%+5Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,834 shares; 2025Q1: 1,877 shares; 2025Q2: 1,882 shares 1,882$668K0.11%+5Timeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,802 shares; 2024Q4: 2,716 shares; 2025Q1: 2,720 shares; 2025Q2: 2,723 shares 2,723$667K0.11%+3Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,049 shares; 2024Q4: 2,058 shares; 2025Q1: 2,111 shares; 2025Q2: 2,259 shares 2,259$666K0.11%+148Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,531 shares; 2024Q4: 4,391 shares; 2025Q1: 4,416 shares; 2025Q2: 4,282 shares 4,282$654K0.11%-134Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 461 shares; 2025Q1: 481 shares; 2025Q2: 481 shares 481$644K0.1%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,058 shares; 2024Q4: 7,269 shares; 2025Q1: 6,983 shares; 2025Q2: 6,975 shares 6,975$552K0.09%-8Timeline
UCONFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,410 shares; 2024Q4: 103,120 shares; 2025Q1: 36,490 shares; 2025Q2: 22,056 shares 22,056$549K0.09%-14,434Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 528 shares; 2025Q1: 551 shares; 2025Q2: 552 shares 552$547K0.09%+1Timeline
MTGMGIC INVT CORP WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,885 shares; 2024Q4: 11,560 shares; 2025Q1: 33,450 shares; 2025Q2: 19,597 shares 19,597$546K0.09%-13,853Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: 2,245 shares; 2025Q1: 2,246 shares; 2025Q2: 3,092 shares 3,092$545K0.09%+846Timeline
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: 2,016 shares; 2024Q4: 1,977 shares; 2025Q1: 1,980 shares; 2025Q2: 1,983 shares 1,983$542K0.09%+3Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,405 shares; 2024Q4: 14,187 shares; 2025Q1: 7,013 shares; 2025Q2: 6,630 shares 6,630$535K0.09%-383Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,079 shares; 2024Q4: 8,926 shares; 2025Q1: 8,852 shares; 2025Q2: 8,749 shares 8,749$529K0.09%-103Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 887 shares; 2024Q4: 887 shares; 2025Q1: 887 shares; 2025Q2: 617 shares 617$511K0.08%-270Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 3,493 shares; 2025Q1: 3,518 shares; 2025Q2: 3,498 shares 3,498$501K0.08%-20Timeline
BMOBANK OF MONTREALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 4,505 shares; 2025Q1: 4,505 shares; 2025Q2: 4,505 shares 4,505$498K0.08%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 1,871 shares; 2025Q1: 1,793 shares; 2025Q2: 1,800 shares 1,800$496K0.08%+7Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 1,867 shares; 2025Q1: 1,874 shares; 2025Q2: 1,686 shares 1,686$493K0.08%-188Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,721 shares; 2024Q4: 6,482 shares; 2025Q1: 6,482 shares; 2025Q2: 6,862 shares 6,862$486K0.08%+380Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,160 shares; 2024Q4: 40,358 shares; 2025Q1: 21,407 shares; 2025Q2: 17,408 shares 17,408$464K0.08%-3,999Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,387 shares; 2024Q4: 15,387 shares; 2025Q1: 15,387 shares; 2025Q2: 15,387 shares 15,387$452K0.07%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,762 shares; 2024Q4: 15,522 shares; 2025Q1: 15,569 shares; 2025Q2: 15,214 shares 15,214$440K0.07%-355Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,682 shares; 2024Q4: 3,682 shares; 2025Q1: 3,682 shares; 2025Q2: 3,697 shares 3,697$391K0.06%+15Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 1,121 shares; 2025Q1: 1,125 shares; 2025Q2: 1,241 shares 1,241$378K0.06%+116Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,565 shares; 2024Q4: 4,575 shares; 2025Q1: 4,587 shares; 2025Q2: 4,598 shares 4,598$374K0.06%+11Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,340 shares; 2024Q4: 4,249 shares; 2025Q1: 3,528 shares; 2025Q2: 3,552 shares 3,552$371K0.06%+24Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,693 shares; 2024Q4: 5,329 shares; 2025Q1: 5,332 shares; 2025Q2: 5,333 shares 5,333$360K0.06%+1Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,483 shares; 2024Q4: 1,485 shares; 2025Q1: 1,586 shares; 2025Q2: 1,631 shares 1,631$357K0.06%+45Timeline
XVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,978 shares; 2024Q4: 7,175 shares; 2025Q1: 7,219 shares; 2025Q2: 7,291 shares 7,291$348K0.06%+72Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,412 shares; 2024Q4: 13,842 shares; 2025Q1: 14,041 shares; 2025Q2: 13,850 shares 13,850$339K0.05%-191Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,267 shares; 2024Q4: 2,264 shares; 2025Q1: 2,088 shares; 2025Q2: 2,097 shares 2,097$334K0.05%+9Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,619 shares; 2024Q4: 1,600 shares; 2025Q1: 1,534 shares; 2025Q2: 1,449 shares 1,449$333K0.05%-85Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly 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: 3,895 shares 3,895$332K0.05%newTimeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,418 shares; 2024Q4: 3,925 shares; 2025Q1: 3,944 shares; 2025Q2: 3,964 shares 3,964$318K0.05%+20Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,190 shares; 2024Q4: 2,196 shares; 2025Q1: 2,151 shares; 2025Q2: 2,173 shares 2,173$317K0.05%+22Timeline
SRESEMPRAQuarterly 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: 4,173 shares 4,173$316K0.05%newTimeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 840 shares; 2025Q1: 842 shares; 2025Q2: 791 shares 791$307K0.05%-51Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 629 shares; 2025Q1: 629 shares; 2025Q2: 629 shares 629$295K0.05%0Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,430 shares; 2024Q4: 7,077 shares; 2025Q1: 7,106 shares; 2025Q2: 6,413 shares 6,413$290K0.05%-693Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 883 shares; 2025Q1: 883 shares; 2025Q2: 884 shares 884$282K0.05%+1Timeline
APGAPI GROUP CORPQuarterly 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: 5,192 shares 5,192$265K0.04%newTimeline
SNVSYNOVUS FINANCIAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,958 shares; 2024Q4: 5,002 shares; 2025Q1: 5,039 shares; 2025Q2: 5,082 shares 5,082$263K0.04%+43Timeline
ETENERGY TRANSFER L PQuarterly 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: 14,486 shares 14,486$263K0.04%newTimeline
MMM3M COQuarterly 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: 1,706 shares 1,706$260K0.04%newTimeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,769 shares; 2024Q4: 3,710 shares; 2025Q1: 3,712 shares; 2025Q2: 2,347 shares 2,347$258K0.04%-1,365Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,763 shares; 2024Q4: 10,703 shares; 2025Q1: 10,231 shares; 2025Q2: 10,371 shares 10,371$251K0.04%+140Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares 9,600$247K0.04%0Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,726 shares; 2024Q4: 4,732 shares; 2025Q1: 4,547 shares; 2025Q2: 4,555 shares 4,555$246K0.04%+8Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 714 shares 714$245K0.04%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 288 shares; 2025Q1: 280 shares; 2025Q2: 309 shares 309$242K0.04%+29Timeline
EFIVSPDR SERIES TRUSTQuarterly 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: 3,966 shares; 2025Q2: 4,115 shares 4,115$241K0.04%+149Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 902 shares; 2025Q1: 884 shares; 2025Q2: 782 shares 782$238K0.04%-102Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,352 shares; 2024Q4: 3,676 shares; 2025Q1: 3,679 shares; 2025Q2: 3,682 shares 3,682$235K0.04%+3Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 1,050 shares; 2025Q1: 1,011 shares; 2025Q2: 980 shares 980$233K0.04%-31Timeline
SPMOINVESCO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,993 shares 1,993$224K0.04%newTimeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 689 shares; 2025Q1: 589 shares; 2025Q2: 551 shares 551$224K0.04%-38Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 538 shares; 2025Q1: 403 shares; 2025Q2: 387 shares 387$220K0.04%-16Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 4,043 shares; 2025Q1: 4,074 shares; 2025Q2: 4,122 shares 4,122$220K0.04%+48Timeline
DEDEERE & COQuarterly 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: 425 shares 425$216K0.03%newTimeline
PLTRPALANTIR TECHNOLOGIES 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: 1,562 shares 1,562$213K0.03%newTimeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,110 shares; 2025Q1: 1,024 shares; 2025Q2: 950 shares 950$211K0.03%-74Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,682 shares; 2024Q4: 6,623 shares; 2025Q1: 2,116 shares; 2025Q2: 1,910 shares 1,910$210K0.03%-206Timeline
MAMASTERCARD INCORPORATEDQuarterly 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: 370 shares 370$208K0.03%newTimeline
KLACKLA CORPQuarterly 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: 225 shares 225$202K0.03%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
AMPAMERIPRISE FINL INC1,128$546Kshares
VOOGVANGUARD ADMIRAL FDS INC1,017$340Kshares
XELXCEL ENERGY INC2,963$210Kshares

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 0001731497-25-000004 base2025-07-22acceptance time not in the bulk data set