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Family Legacy, Inc.

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13F filer, CIK 1706016, GREENVILLE, SC

Family Legacy, Inc. reported $307,538,281 across 121 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-23. Its ten largest share positions make up 23.02% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001706016-25-000007

Period
2025-06-30
Reported value
$308M
Holdings
121
Top 10 weight
23.02%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RBLXnew+3,526$371K
AVUVnew+2,255$205K
ETNadded+498$178K
NVDAadded+1,001$158K
GEVadded+285$151K

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
JPMreduced-1,461-$424K
WMTreduced-3,637-$356K
AJGreduced-1,095-$351K
DISreduced-1,960-$243K
BSVreduced-2,829-$223K

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 0001706016-25-000007, largest first. % of portfolio is the value over $307,538,281, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,612 shares; 2025Q1: 20,433 shares; 2025Q2: 20,027 shares 20,027$9.96M3.24%-406Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,112 shares; 2025Q1: 40,159 shares; 2025Q2: 39,896 shares 39,896$8.19M2.66%-263Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,425 shares; 2025Q1: 29,128 shares; 2025Q2: 27,667 shares 27,667$8.02M2.61%-1,461Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,752 shares; 2025Q1: 31,368 shares; 2025Q2: 30,864 shares 30,864$6.75M2.19%-504Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,554 shares; 2025Q1: 29,205 shares; 2025Q2: 29,332 shares 29,332$6.64M2.16%+127Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,979 shares; 2025Q1: 150,550 shares; 2025Q2: 152,783 shares 152,783$6.54M2.13%+2,233Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,665 shares; 2025Q1: 16,669 shares; 2025Q2: 16,710 shares 16,710$6.49M2.11%+41Timeline
AJGGALLAGHER ARTHUR J & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,645 shares; 2025Q1: 20,909 shares; 2025Q2: 19,814 shares 19,814$6.34M2.06%-1,095Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,348 shares; 2025Q1: 17,110 shares; 2025Q2: 16,735 shares 16,735$5.94M1.93%-375Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,251 shares; 2025Q1: 23,285 shares; 2025Q2: 22,733 shares 22,733$5.93M1.93%-552Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,140 shares; 2025Q1: 64,166 shares; 2025Q2: 60,529 shares 60,529$5.92M1.92%-3,637Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49,774 shares; 2025Q1: 49,633 shares; 2025Q2: 49,857 shares 49,857$5.88M1.91%+224Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,222 shares; 2025Q1: 26,833 shares; 2025Q2: 26,490 shares 26,490$5.81M1.89%-343Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,661 shares; 2025Q1: 81,555 shares; 2025Q2: 81,175 shares 81,175$5.74M1.87%-380Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,915 shares; 2025Q1: 7,245 shares; 2025Q2: 7,216 shares 7,216$5.63M1.83%-29Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,033 shares; 2025Q1: 15,192 shares; 2025Q2: 15,271 shares 15,271$5.6M1.82%+79Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,083 shares; 2025Q1: 5,839 shares; 2025Q2: 5,645 shares 5,645$5.59M1.82%-194Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,279 shares; 2025Q1: 31,902 shares; 2025Q2: 31,701 shares 31,701$5.59M1.82%-201Timeline
FPEFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 292,141 shares; 2025Q1: 293,911 shares; 2025Q2: 296,312 shares 296,312$5.27M1.72%+2,401Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,126 shares; 2025Q1: 23,209 shares; 2025Q2: 23,049 shares 23,049$5.11M1.66%-160Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,970 shares; 2025Q1: 26,909 shares; 2025Q2: 26,978 shares 26,978$4.94M1.61%+69Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,281 shares; 2025Q1: 32,266 shares; 2025Q2: 32,295 shares 32,295$4.93M1.6%+29Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,631 shares; 2025Q1: 17,528 shares; 2025Q2: 17,393 shares 17,393$4.87M1.58%-135Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,410 shares; 2025Q1: 8,391 shares; 2025Q2: 8,548 shares 8,548$4.72M1.53%+157Timeline
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: restricted; 2024Q4: 7,848 shares; 2025Q1: 7,192 shares; 2025Q2: 7,383 shares 7,383$4.56M1.48%+191Timeline
ANGLVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 148,724 shares; 2025Q1: 152,496 shares; 2025Q2: 155,219 shares 155,219$4.54M1.48%+2,723Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,578 shares; 2025Q1: 27,653 shares; 2025Q2: 27,868 shares 27,868$4.44M1.44%+215Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,785 shares; 2025Q1: 8,105 shares; 2025Q2: 8,390 shares 8,390$4.44M1.44%+285Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,556 shares; 2025Q1: 55,996 shares; 2025Q2: 56,009 shares 56,009$4.33M1.41%+13Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,650 shares; 2025Q1: 17,754 shares; 2025Q2: 18,144 shares 18,144$4.33M1.41%+390Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,276 shares; 2025Q1: 62,593 shares; 2025Q2: 63,393 shares 63,393$4.05M1.32%+800Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,311 shares; 2025Q1: 8,189 shares; 2025Q2: 7,872 shares 7,872$4M1.3%-317Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,445 shares; 2025Q1: 8,537 shares; 2025Q2: 8,624 shares 8,624$3.99M1.3%+87Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,963 shares; 2025Q1: 12,954 shares; 2025Q2: 12,986 shares 12,986$3.63M1.18%+32Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,253 shares; 2025Q1: 2,357 shares; 2025Q2: 2,375 shares 2,375$3.61M1.17%+18Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,010 shares; 2025Q1: 13,904 shares; 2025Q2: 13,800 shares 13,800$3.55M1.15%-104Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,621 shares; 2025Q1: 14,644 shares; 2025Q2: 14,716 shares 14,716$3.37M1.09%+72Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,338 shares; 2025Q1: 35,760 shares; 2025Q2: 35,364 shares 35,364$3.25M1.06%-396Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,067 shares; 2025Q1: 6,076 shares; 2025Q2: 6,135 shares 6,135$3.07M1%+59Timeline
IMCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,304 shares; 2025Q1: 37,663 shares; 2025Q2: 38,140 shares 38,140$3.06M0.99%+477Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,870 shares; 2025Q1: 31,081 shares; 2025Q2: 31,168 shares 31,168$2.86M0.93%+87Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,238 shares; 2025Q1: 59,492 shares; 2025Q2: 59,953 shares 59,953$2.84M0.92%+461Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,988 shares; 2025Q1: 13,198 shares; 2025Q2: 13,435 shares 13,435$2.81M0.92%+237Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,831 shares; 2025Q1: 6,957 shares; 2025Q2: 7,159 shares 7,159$2.78M0.91%+202Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,827 shares; 2025Q1: 35,096 shares; 2025Q2: 35,156 shares 35,156$2.78M0.9%+60Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,881 shares; 2025Q1: 30,072 shares; 2025Q2: 30,431 shares 30,431$2.71M0.88%+359Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,085 shares; 2025Q1: 9,078 shares; 2025Q2: 9,126 shares 9,126$2.66M0.87%+48Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,946 shares; 2025Q1: 7,978 shares; 2025Q2: 8,077 shares 8,077$2.52M0.82%+99Timeline
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: restricted; 2024Q4: 4,909 shares; 2025Q1: 4,873 shares; 2025Q2: 4,713 shares 4,713$2.29M0.74%-160Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,972 shares; 2025Q1: 32,875 shares; 2025Q2: 32,925 shares 32,925$2.28M0.74%+50Timeline
ITAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,551 shares; 2025Q1: 11,699 shares; 2025Q2: 11,803 shares 11,803$2.23M0.72%+104Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,285 shares; 2025Q1: 24,934 shares; 2025Q2: 25,186 shares 25,186$2.21M0.72%+252Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,009 shares; 2025Q1: 67,779 shares; 2025Q2: 67,759 shares 67,759$2.21M0.72%-20Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,466 shares; 2025Q1: 6,497 shares; 2025Q2: 6,509 shares 6,509$2.15M0.7%+12Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,126 shares; 2025Q1: 12,089 shares; 2025Q2: 13,090 shares 13,090$2.07M0.67%+1,001Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,526 shares; 2025Q1: 15,591 shares; 2025Q2: 15,655 shares 15,655$2.07M0.67%+64Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,736 shares; 2025Q1: 8,728 shares; 2025Q2: 8,728 shares 8,728$2.01M0.65%0Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,653 shares; 2025Q1: 18,747 shares; 2025Q2: 19,044 shares 19,044$2M0.65%+297Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,460 shares; 2025Q1: 2,532 shares; 2025Q2: 2,537 shares 2,537$2M0.65%+5Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,243 shares; 2025Q1: 9,961 shares; 2025Q2: 10,165 shares 10,165$1.98M0.64%+204Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,640 shares; 2025Q1: 10,553 shares; 2025Q2: 10,558 shares 10,558$1.96M0.64%+5Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,044 shares; 2025Q1: 27,696 shares; 2025Q2: 24,867 shares 24,867$1.96M0.64%-2,829Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,930 shares; 2025Q1: 6,899 shares; 2025Q2: 6,696 shares 6,696$1.94M0.63%-203Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,516 shares; 2025Q1: 23,726 shares; 2025Q2: 23,698 shares 23,698$1.74M0.57%-28Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,442 shares; 2025Q1: 7,601 shares; 2025Q2: 7,725 shares 7,725$1.68M0.55%+124Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,980 shares; 2025Q1: 7,926 shares; 2025Q2: 7,873 shares 7,873$1.68M0.54%-53Timeline
IPACISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,633 shares; 2025Q1: 23,840 shares; 2025Q2: 24,220 shares 24,220$1.66M0.54%+380Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,090 shares; 2025Q1: 6,090 shares; 2025Q2: 6,080 shares 6,080$1.56M0.51%-10Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,301 shares; 2025Q1: 5,312 shares; 2025Q2: 5,216 shares 5,216$1.52M0.5%-96Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,109 shares; 2025Q1: 14,232 shares; 2025Q2: 12,272 shares 12,272$1.52M0.49%-1,960Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,612 shares; 2025Q2: 4,110 shares 4,110$1.47M0.48%+498Timeline
RIORIO TINTO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,969 shares; 2025Q1: 25,043 shares; 2025Q2: 25,071 shares 25,071$1.46M0.48%+28Timeline
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: restricted; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares 2$1.46M0.47%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,335 shares; 2025Q1: 2,335 shares; 2025Q2: 2,327 shares 2,327$1.31M0.43%-8Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,593 shares; 2025Q1: 16,057 shares; 2025Q2: 16,160 shares 16,160$1.2M0.39%+103Timeline
UCBUNITED CMNTY BKS BLAIRSVLE GQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 39,843 shares; 2025Q1: 39,844 shares; 2025Q2: 40,170 shares 40,170$1.2M0.39%+326Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,800 shares; 2025Q1: 8,720 shares; 2025Q2: 8,715 shares 8,715$1.19M0.39%-5Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,941 shares; 2025Q1: 5,993 shares; 2025Q2: 5,949 shares 5,949$1.18M0.38%-44Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,887 shares; 2025Q1: 7,959 shares; 2025Q2: 8,040 shares 8,040$1.15M0.37%+81Timeline
BABINVESCO 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: restricted; 2024Q4: 42,997 shares; 2025Q1: 42,758 shares; 2025Q2: 43,216 shares 43,216$1.15M0.37%+458Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,557 shares; 2025Q1: 18,969 shares; 2025Q2: 16,405 shares 16,405$1.13M0.37%-2,564Timeline
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: restricted; 2024Q4: 2,664 shares; 2025Q1: 2,690 shares; 2025Q2: 2,727 shares 2,727$1.11M0.36%+37Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,800 shares; 2025Q1: 12,837 shares; 2025Q2: 12,837 shares 12,837$1.03M0.33%0Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,140 shares; 2025Q1: 3,202 shares; 2025Q2: 3,253 shares 3,253$954K0.31%+51Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,876 shares; 2025Q1: 17,157 shares; 2025Q2: 17,548 shares 17,548$926K0.3%+391Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,806 shares; 2025Q1: 5,858 shares; 2025Q2: 5,309 shares 5,309$879K0.29%-549Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,638 shares; 2025Q1: 18,526 shares; 2025Q2: 18,651 shares 18,651$871K0.28%+125Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,677 shares; 2025Q1: 11,527 shares; 2025Q2: 11,527 shares 11,527$777K0.25%0Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,844 shares; 2025Q1: 16,915 shares; 2025Q2: 18,273 shares 18,273$752K0.24%+1,358Timeline
NHINATIONAL HEALTH INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,390 shares; 2025Q1: 9,340 shares; 2025Q2: 9,340 shares 9,340$655K0.21%0Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,884 shares; 2025Q1: 5,839 shares; 2025Q2: 6,301 shares 6,301$654K0.21%+462Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,430 shares; 2025Q1: 9,375 shares; 2025Q2: 9,360 shares 9,360$646K0.21%-15Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,007 shares; 2025Q1: 7,007 shares; 2025Q2: 6,832 shares 6,832$582K0.19%-175Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,085 shares; 2025Q1: 11,710 shares; 2025Q2: 11,710 shares 11,710$576K0.19%0Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,986 shares; 2025Q1: 9,986 shares; 2025Q2: 9,981 shares 9,981$575K0.19%-5Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,300 shares; 2025Q1: 6,300 shares; 2025Q2: 6,300 shares 6,300$575K0.19%0Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115,135 shares; 2025Q1: 13,883 shares; 2025Q2: 13,383 shares 13,383$542K0.18%-500Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,379 shares; 2025Q1: 3,379 shares; 2025Q2: 3,379 shares 3,379$540K0.18%0Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,774 shares; 2025Q1: 3,747 shares; 2025Q2: 3,747 shares 3,747$521K0.17%0Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,137 shares; 2025Q1: 2,272 shares; 2025Q2: 2,276 shares 2,276$517K0.17%+4Timeline
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,587 shares; 2025Q1: 25,162 shares; 2025Q2: 25,162 shares 25,162$515K0.17%0Timeline
LWLAMB WESTON HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,355 shares; 2025Q1: 8,972 shares; 2025Q2: 8,972 shares 8,972$465K0.15%0Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,513 shares; 2025Q1: 8,513 shares; 2025Q2: 8,513 shares 8,513$419K0.14%0Timeline
ROLROLLINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares 7,200$406K0.13%0Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,308 shares; 2025Q1: not reported; 2025Q2: 3,526 shares 3,526$371K0.12%newTimeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,689 shares; 2025Q1: 3,669 shares; 2025Q2: 3,524 shares 3,524$356K0.12%-145Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,565 shares; 2025Q1: 1,565 shares; 2025Q2: 1,565 shares 1,565$346K0.11%0Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,451 shares; 2025Q1: 2,619 shares; 2025Q2: 2,727 shares 2,727$318K0.1%+108Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,451 shares; 2025Q1: 2,429 shares; 2025Q2: 2,407 shares 2,407$318K0.1%-22Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,160 shares; 2025Q1: 2,160 shares; 2025Q2: 2,160 shares 2,160$314K0.1%0Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,959 shares; 2025Q1: 4,930 shares; 2025Q2: 5,008 shares 5,008$312K0.1%+78Timeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,712 shares; 2025Q1: 7,483 shares; 2025Q2: 7,483 shares 7,483$307K0.1%0Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,572 shares; 2025Q1: 3,572 shares; 2025Q2: 4,026 shares 4,026$289K0.09%+454Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,323 shares; 2025Q1: 2,135 shares; 2025Q2: 2,061 shares 2,061$280K0.09%-74Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,607 shares; 2025Q1: 2,607 shares; 2025Q2: 2,607 shares 2,607$275K0.09%0Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,433 shares; 2025Q1: 5,870 shares; 2025Q2: 5,870 shares 5,870$252K0.08%0Timeline
LMATLEMAITRE VASCULAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares 3,000$249K0.08%0Timeline
STLDSTEEL DYNAMICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,819 shares; 2025Q2: 1,782 shares 1,782$228K0.07%-37Timeline
FTSLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,908 shares; 2025Q1: 4,908 shares; 2025Q2: 4,908 shares 4,908$225K0.07%0Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,568 shares; 2025Q1: 2,393 shares; 2025Q2: 2,393 shares 2,393$209K0.07%0Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,255 shares 2,255$205K0.07%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
EDCONSOLIDATED EDISON INC1,875$207Kshares

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 0001706016-25-000007 base2025-07-23acceptance time not in the bulk data set