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Financial Life Planners

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13F filer, CIK 2053368, TEMPE, AZ

Financial Life Planners reported $122,920,048 across 54 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-08. Its ten largest share positions make up 74.81% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002053368-25-000004

Period
2025-06-30
Reported value
$123M
Holdings
54
Top 10 weight
74.81%
New
3
Sold out
32

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PLTRnew+26,705$3.64M
HOODnew+38,009$3.56M
AXONadded+3,860$3.2M
QQQadded+3,607$1.99M
ARKFnew+38,030$1.91M

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
IWMreduced-10,802-$2.33M
MSFTreduced-4,353-$2.17M
EFAexited-23,839-$1.95M
AAPLreduced-3,903-$801K
MDYreduced-962-$545K

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 0002053368-25-000004, largest first. % of portfolio is the value over $122,920,048, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,201 shares; 2025Q1: 45,680 shares; 2025Q2: 49,287 shares 49,287$27.2M22.12%+3,607Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,634 shares; 2025Q1: 36,475 shares; 2025Q2: 39,440 shares 39,440$24.5M19.92%+2,965Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 83,790 shares; 2025Q1: 78,475 shares; 2025Q2: 78,622 shares 78,622$12.4M10.11%+147Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,790 shares; 2025Q1: 29,974 shares; 2025Q2: 26,071 shares 26,071$5.35M4.35%-3,903Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,891 shares; 2025Q1: 13,413 shares; 2025Q2: 9,060 shares 9,060$4.51M3.67%-4,353Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 808 shares; 2025Q1: 1,146 shares; 2025Q2: 5,006 shares 5,006$4.14M3.37%+3,860Timeline
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: not loaded; 2024Q4: 7,067 shares; 2025Q1: 6,960 shares; 2025Q2: 7,999 shares 7,999$3.89M3.16%+1,039Timeline
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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,705 shares 26,705$3.64M2.96%newTimeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,112 shares; 2025Q1: not reported; 2025Q2: 38,009 shares 38,009$3.56M2.9%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,469 shares; 2025Q1: 2,443 shares; 2025Q2: 2,800 shares 2,800$2.77M2.25%+357Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,114 shares; 2025Q1: 7,120 shares; 2025Q2: 7,297 shares 7,297$2.67M2.17%+177Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,337 shares; 2025Q1: 5,000 shares; 2025Q2: 4,038 shares 4,038$2.29M1.86%-962Timeline
ARKFARK ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,030 shares 38,030$1.91M1.55%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,894 shares; 2025Q1: 8,530 shares; 2025Q2: 8,547 shares 8,547$1.88M1.53%+17Timeline
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: not loaded; 2024Q4: 3,228 shares; 2025Q1: 3,141 shares; 2025Q2: 2,758 shares 2,758$1.7M1.39%-383Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,587 shares; 2025Q1: 3,657 shares; 2025Q2: 3,058 shares 3,058$1.35M1.1%-599Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 319 shares; 2025Q1: 321 shares; 2025Q2: 965 shares 965$1.29M1.05%+644Timeline
BSCSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 58,359 shares; 2025Q1: 54,705 shares; 2025Q2: 56,627 shares 56,627$1.16M0.94%+1,922Timeline
BTCWWISDOMTREE BITCOIN FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,131 shares; 2025Q1: 4,831 shares; 2025Q2: 10,141 shares 10,141$1.16M0.94%+5,310Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,502 shares; 2025Q1: 1,483 shares; 2025Q2: 1,202 shares 1,202$937K0.76%-281Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 902 shares; 2025Q1: 1,157 shares; 2025Q2: 1,159 shares 1,159$855K0.7%+2Timeline
INVESCO BULLETSHARES 2025 CBINVESCO BULLETSHARES 2025 CBQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,012 shares; 2025Q1: 36,735 shares; 2025Q2: 38,814 shares 38,814$803K0.65%+2,079
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,922 shares; 2025Q1: 14,186 shares; 2025Q2: 14,415 shares 14,415$755K0.61%+229Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,322 shares; 2025Q1: 3,338 shares; 2025Q2: 3,338 shares 3,338$683K0.56%0Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,022 shares; 2025Q1: 33,364 shares; 2025Q2: 34,715 shares 34,715$678K0.55%+1,351Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,432 shares; 2025Q1: 1,427 shares; 2025Q2: 1,387 shares 1,387$589K0.48%-40Timeline
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: not loaded; 2024Q4: 12,738 shares; 2025Q1: 12,112 shares; 2025Q2: 12,025 shares 12,025$569K0.46%-87Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 298 shares; 2025Q1: 288 shares; 2025Q2: 1,427 shares 1,427$507K0.41%+1,139Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,906 shares; 2025Q1: 1,902 shares; 2025Q2: 1,854 shares 1,854$506K0.41%-48Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,736 shares; 2025Q1: 1,711 shares; 2025Q2: 1,579 shares 1,579$502K0.41%-132Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,358 shares; 2025Q1: 3,348 shares; 2025Q2: 3,364 shares 3,364$491K0.4%+16Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,121 shares; 2025Q1: 2,362 shares; 2025Q2: 2,806 shares 2,806$451K0.37%+444Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,977 shares; 2025Q1: 5,977 shares; 2025Q2: 5,830 shares 5,830$424K0.34%-147Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,373 shares; 2025Q1: 5,771 shares; 2025Q2: 4,734 shares 4,734$422K0.34%-1,037Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,064 shares; 2025Q1: 1,066 shares; 2025Q2: 948 shares 948$415K0.34%-118Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 379 shares; 2025Q1: 417 shares; 2025Q2: 399 shares 399$410K0.33%-18Timeline
BSCRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,271 shares; 2025Q1: 19,471 shares; 2025Q2: 20,731 shares 20,731$407K0.33%+1,260Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,922 shares; 2025Q1: 2,063 shares; 2025Q2: 2,072 shares 2,072$402K0.33%+9Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,236 shares; 2025Q1: 8,067 shares; 2025Q2: 6,455 shares 6,455$400K0.33%-1,612Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 475 shares; 2025Q1: 722 shares; 2025Q2: 696 shares 696$395K0.32%-26Timeline
HWMHOWMET AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 784 shares; 2025Q1: 1,107 shares; 2025Q2: 2,030 shares 2,030$378K0.31%+923Timeline
FOCTFIRST 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: not loaded; 2024Q4: 8,249 shares; 2025Q1: 8,249 shares; 2025Q2: 8,249 shares 8,249$369K0.3%0Timeline
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 loaded; 2024Q4: 5,066 shares; 2025Q1: 5,089 shares; 2025Q2: 4,297 shares 4,297$366K0.3%-792Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,765 shares; 2025Q1: 12,437 shares; 2025Q2: 1,635 shares 1,635$353K0.29%-10,802Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24 shares; 2025Q1: 410 shares; 2025Q2: 474 shares 474$336K0.27%+64Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,452 shares; 2025Q1: 1,430 shares; 2025Q2: 1,436 shares 1,436$314K0.26%+6Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 886 shares; 2025Q1: 877 shares; 2025Q2: 882 shares 882$291K0.24%+5Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 700 shares; 2025Q1: 794 shares; 2025Q2: 871 shares 871$252K0.21%+77Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,665 shares; 2025Q2: 1,277 shares 1,277$227K0.18%-388Timeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,726 shares; 2025Q2: 2,024 shares 2,024$222K0.18%+298Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 329 shares; 2025Q1: 632 shares; 2025Q2: 751 shares 751$221K0.18%+119Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,574 shares; 2025Q1: 3,238 shares; 2025Q2: 2,418 shares 2,418$220K0.18%-820Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,075 shares; 2025Q1: 1,898 shares; 2025Q2: 1,916 shares 1,916$207K0.17%+18Timeline
FSKFS KKR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,478 shares; 2025Q1: 9,478 shares; 2025Q2: 9,658 shares 9,658$200K0.16%+180Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
EFAISHARES TR23,839$1.95Mshares
IJTISHARES TR1,581$197Kshares
IYEISHARES TR3,649$180Kshares
GOOGLALPHABET INC1,153$178Kshares
DHID R HORTON INC1,398$178Kshares
RSPINVESCO EXCHANGE TRADED FD T1,025$177Kshares
CARRCARRIER GLOBAL CORPORATION2,689$170Kshares
SRCE1ST SOURCE CORP2,784$166Kshares
SLVISHARES SILVER TR5,245$163Kshares
XTISHARES TR2,746$158Kshares
ACNACCENTURE PLC IRELAND505$157Kshares
IWOISHARES TR602$154Kshares
IJSISHARES TR1,476$144Kshares
FBNDFIDELITY MERRIMACK STR TR3,141$143Kshares
OTISOTIS WORLDWIDE CORP1,342$139Kshares
UNHUNITEDHEALTH GROUP INC243$127Kshares
XLESELECT SECTOR SPDR TR1,351$126Kshares
ISRGINTUITIVE SURGICAL INC253$125Kshares
IVEISHARES TR649$124Kshares
IWBISHARES TR381$117Kshares
HDHOME DEPOT INC316$116Kshares
WMTWALMART INC1,311$115Kshares
IJJISHARES TR941$113Kshares
TDGTRANSDIGM GROUP INC80$111Kshares
GEGE AEROSPACE550$110Kshares
DVYISHARES TR818$110Kshares
PMPHILIP MORRIS INTL INC686$109Kshares
ARMARM HOLDINGS PLC991$106Kshares
VBRVANGUARD INDEX FDS564$105Kshares
PGPROCTER & GAMBLE CO611$104Kshares
MSMORGAN STANLEY887$103Kshares
KOCOCA COLA CO1,407$101Kshares

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 0002053368-25-000004 base2025-08-08acceptance time not in the bulk data set