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Fischer Financial Services, Inc.

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13F filer, CIK 2064001, HARRISBURG, PA

Fischer Financial Services, Inc. reported $297,316,691 across 56 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-28. Its ten largest share positions make up 56.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002063364-26-000130

Period
2026-03-31
Reported value
$297M
Holdings
56
Top 10 weight
56.41%
New
2
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MSFTadded+1,237$458K
IWYadded+1,620$403K
FDISadded+4,024$375K
VCSHadded+4,558$361K
FTECadded+1,582$329K

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
AAPLreduced-107,868-$27.4M
QQQreduced-24,173-$14M
AMZNreduced-29,099-$6.06M
BRK-Breduced-10,387-$4.98M
ADBEexited-6,305-$2.21M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0002063364-26-000130, largest first. % of portfolio is the value over $297,316,691, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 299,554 shares; 2025Q1: 361,775 shares; 2025Q2: 396,114 shares; 2025Q3: 401,008 shares; 2025Q4: 410,608 shares; 2026Q1: 415,166 shares 415,166$32.9M11.07%+4,558Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76,610 shares; 2025Q1: 80,004 shares; 2025Q2: 83,325 shares; 2025Q3: 83,282 shares; 2025Q4: 83,624 shares; 2026Q1: 85,244 shares 85,244$21.2M7.13%+1,620Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110,079 shares; 2025Q1: 106,793 shares; 2025Q2: 106,993 shares; 2025Q3: 106,632 shares; 2025Q4: 106,298 shares; 2026Q1: 106,383 shares 106,383$18.6M6.24%+85Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 94,510 shares; 2025Q1: 95,160 shares; 2025Q2: 95,341 shares; 2025Q3: 85,937 shares; 2025Q4: 86,551 shares; 2026Q1: 88,133 shares 88,133$18.3M6.17%+1,582Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,109 shares; 2025Q1: 64,540 shares; 2025Q2: 64,640 shares; 2025Q3: 59,511 shares; 2025Q4: 53,385 shares; 2026Q1: 52,690 shares 52,690$15.2M5.1%-695Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,787 shares; 2025Q1: 37,505 shares; 2025Q2: 37,379 shares; 2025Q3: 37,145 shares; 2025Q4: 37,302 shares; 2026Q1: 38,539 shares 38,539$14.3M4.8%+1,237Timeline
FDISFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 140,168 shares; 2025Q1: 140,531 shares; 2025Q2: 141,243 shares; 2025Q3: 140,124 shares; 2025Q4: 137,143 shares; 2026Q1: 141,167 shares 141,167$13.2M4.43%+4,024Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 87,862 shares; 2025Q1: 103,213 shares; 2025Q2: 106,016 shares; 2025Q3: 107,606 shares; 2025Q4: 109,194 shares; 2026Q1: 110,791 shares 110,791$12.2M4.11%+1,597Timeline
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 165,298 shares; 2025Q1: 166,035 shares; 2025Q2: 167,265 shares; 2025Q3: 166,801 shares; 2025Q4: 171,073 shares; 2026Q1: 171,442 shares 171,442$12.1M4.06%+369Timeline
FNCLFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 153,403 shares; 2025Q1: 151,369 shares; 2025Q2: 148,236 shares; 2025Q3: 146,216 shares; 2025Q4: 140,760 shares; 2026Q1: 140,049 shares 140,049$9.83M3.31%-711Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,538 shares; 2025Q1: 7,550 shares; 2025Q2: 7,537 shares; 2025Q3: 7,612 shares; 2025Q4: 7,836 shares; 2026Q1: 7,905 shares 7,905$7.88M2.65%+69Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,896 shares; 2025Q1: 26,158 shares; 2025Q2: 26,009 shares; 2025Q3: 25,522 shares; 2025Q4: 24,637 shares; 2026Q1: 24,935 shares 24,935$7.72M2.6%+298Timeline
FSTAFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 145,446 shares; 2025Q1: 145,086 shares; 2025Q2: 145,094 shares; 2025Q3: 144,677 shares; 2025Q4: 142,010 shares; 2026Q1: 143,702 shares 143,702$7.52M2.53%+1,692Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,130 shares; 2025Q1: 14,918 shares; 2025Q2: 14,810 shares; 2025Q3: 14,522 shares; 2025Q4: 14,569 shares; 2026Q1: 14,544 shares 14,544$7.27M2.44%-25Timeline
FCOMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106,049 shares; 2025Q1: 106,282 shares; 2025Q2: 106,462 shares; 2025Q3: 104,786 shares; 2025Q4: 104,974 shares; 2026Q1: 106,332 shares 106,332$7.24M2.44%+1,358Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,970 shares; 2025Q1: 56,425 shares; 2025Q2: 56,578 shares; 2025Q3: 57,168 shares; 2025Q4: 58,092 shares; 2026Q1: 59,062 shares 59,062$6.11M2.05%+970Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,815 shares; 2025Q1: 9,801 shares; 2025Q2: 9,682 shares; 2025Q3: 8,458 shares; 2025Q4: 8,019 shares; 2026Q1: 8,135 shares 8,135$5.68M1.91%+116Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,398 shares; 2025Q1: 4,098 shares; 2025Q2: 4,098 shares; 2025Q3: 43,303 shares; 2025Q4: 44,949 shares; 2026Q1: 44,675 shares 44,675$5.55M1.87%-274Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,173 shares; 2025Q1: 19,350 shares; 2025Q2: 18,989 shares; 2025Q3: 19,015 shares; 2025Q4: 18,637 shares; 2026Q1: 18,851 shares 18,851$5.55M1.87%+214Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,921 shares; 2025Q1: 6,905 shares; 2025Q2: 6,888 shares; 2025Q3: 6,517 shares; 2025Q4: 6,156 shares; 2026Q1: 5,761 shares 5,761$5.16M1.73%-395Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,535 shares; 2025Q1: 69,395 shares; 2025Q2: 80,640 shares; 2025Q3: 81,965 shares; 2025Q4: 101,900 shares; 2026Q1: 103,520 shares 103,520$5.15M1.73%+1,620Timeline
FIDUFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59,260 shares; 2025Q1: 59,113 shares; 2025Q2: 59,351 shares; 2025Q3: 57,360 shares; 2025Q4: 59,113 shares; 2026Q1: 59,042 shares 59,042$5.11M1.72%-71Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 91,155 shares; 2025Q1: 161,215 shares; 2025Q2: 178,765 shares; 2025Q3: 191,230 shares; 2025Q4: 200,267 shares; 2026Q1: 203,977 shares 203,977$4.74M1.59%+3,710Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 127,009 shares; 2025Q1: 127,334 shares; 2025Q2: 127,705 shares; 2025Q3: 125,068 shares; 2025Q4: 121,984 shares; 2026Q1: 14,116 shares 14,116$3.58M1.2%-107,868Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,483 shares; 2025Q1: 21,608 shares; 2025Q2: 20,926 shares; 2025Q3: 20,470 shares; 2025Q4: 20,321 shares; 2026Q1: 20,162 shares 20,162$3.4M1.15%-159Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,534 shares; 2025Q1: 12,449 shares; 2025Q2: 12,490 shares; 2025Q3: 12,250 shares; 2025Q4: 11,838 shares; 2026Q1: 12,042 shares 12,042$3.28M1.1%+204Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,114 shares; 2025Q1: 28,782 shares; 2025Q2: 28,867 shares; 2025Q3: 28,945 shares; 2025Q4: 29,759 shares; 2026Q1: 5,586 shares 5,586$3.22M1.08%-24,173Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,402 shares; 2025Q4: 3,433 shares; 2026Q1: 3,432 shares 3,432$2.9M0.98%-1Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,942 shares; 2025Q1: 8,984 shares; 2025Q2: 8,742 shares; 2025Q3: 8,735 shares; 2025Q4: 8,167 shares; 2026Q1: 8,075 shares 8,075$2.66M0.89%-92Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,479 shares; 2025Q1: 7,320 shares; 2025Q2: 7,242 shares; 2025Q3: 6,737 shares; 2025Q4: 6,413 shares; 2026Q1: 6,465 shares 6,465$2.32M0.78%+52Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,423 shares; 2025Q1: 2,456 shares; 2025Q2: 2,398 shares; 2025Q3: 2,340 shares; 2025Q4: 22,255 shares; 2026Q1: 22,095 shares 22,095$2.12M0.71%-160Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,308 shares; 2025Q1: 7,249 shares; 2025Q2: 7,264 shares; 2025Q3: 6,746 shares; 2025Q4: 6,732 shares; 2026Q1: 6,783 shares 6,783$2.12M0.71%+51Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,735 shares; 2025Q1: 9,745 shares; 2025Q2: 9,550 shares; 2025Q3: 9,245 shares; 2025Q4: 9,095 shares; 2026Q1: 9,200 shares 9,200$2.07M0.69%+105Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,452 shares; 2025Q1: 2,359 shares; 2025Q2: 2,351 shares; 2025Q3: 2,330 shares; 2025Q4: 2,140 shares; 2026Q1: 2,151 shares 2,151$1.98M0.67%+11Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,469 shares; 2025Q4: 11,797 shares; 2026Q1: 11,822 shares 11,822$1.73M0.58%+25Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,080 shares; 2025Q1: 53,730 shares; 2025Q2: 57,055 shares; 2025Q3: 57,010 shares; 2025Q4: 60,785 shares; 2026Q1: 61,410 shares 61,410$1.63M0.55%+625Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,347 shares; 2025Q1: 5,224 shares; 2025Q2: 5,132 shares; 2025Q3: 5,080 shares; 2025Q4: 4,973 shares; 2026Q1: 4,791 shares 4,791$1.57M0.53%-182Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,655 shares; 2025Q1: 13,655 shares; 2025Q2: 13,655 shares; 2025Q3: 14,716 shares; 2025Q4: 14,716 shares; 2026Q1: 14,716 shares 14,716$1.47M0.5%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,808 shares; 2025Q1: 8,504 shares; 2025Q2: 8,134 shares; 2025Q3: 7,897 shares; 2025Q4: 6,933 shares; 2026Q1: 5,370 shares 5,370$1.45M0.49%-1,563Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,000 shares; 2025Q1: 4,100 shares; 2025Q2: 4,169 shares; 2025Q3: 4,169 shares; 2025Q4: 4,050 shares; 2026Q1: 4,050 shares 4,050$1.3M0.44%0Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,715 shares; 2025Q1: 11,665 shares; 2025Q2: 11,190 shares; 2025Q3: 10,128 shares; 2025Q4: 9,758 shares; 2026Q1: 9,998 shares 9,998$1.21M0.41%+240Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,799 shares; 2025Q4: 1,847 shares; 2026Q1: 1,878 shares 1,878$1.07M0.36%+31Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,416 shares; 2025Q1: 3,616 shares; 2025Q2: 3,616 shares; 2025Q3: 3,116 shares; 2025Q4: 2,692 shares; 2026Q1: 2,692 shares 2,692$1M0.34%0Timeline
XSOEWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,982 shares; 2025Q1: 16,982 shares; 2025Q2: 21,200 shares; 2025Q3: 23,263 shares; 2025Q4: 23,680 shares; 2026Q1: 24,342 shares 24,342$976K0.33%+662Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,270 shares; 2025Q1: 32,523 shares; 2025Q2: 33,003 shares; 2025Q3: 33,504 shares; 2025Q4: 33,659 shares; 2026Q1: 4,560 shares 4,560$950K0.32%-29,099Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,955 shares; 2025Q1: 4,122 shares; 2025Q2: 4,097 shares; 2025Q3: 3,655 shares; 2025Q4: 3,305 shares; 2026Q1: 3,141 shares 3,141$901K0.3%-164Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,285 shares; 2025Q1: 14,785 shares; 2025Q2: 15,690 shares; 2025Q3: 15,725 shares; 2025Q4: 17,190 shares; 2026Q1: 17,390 shares 17,390$869K0.29%+200Timeline
NTESNETEASE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000$560K0.19%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,025 shares; 2025Q1: 11,305 shares; 2025Q2: 11,351 shares; 2025Q3: 11,404 shares; 2025Q4: 11,425 shares; 2026Q1: 1,038 shares 1,038$497K0.17%-10,387Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,778 shares; 2026Q1: 1,778 shares 1,778$387K0.13%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 611 shares; 2025Q1: 586 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 586 shares; 2026Q1: 586 shares 586$383K0.13%0Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,485 shares; 2025Q1: 4,420 shares; 2025Q2: 3,783 shares; 2025Q3: 2,978 shares; 2025Q4: 2,128 shares; 2026Q1: 1,838 shares 1,838$318K0.11%-290Timeline
FENYFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,981 shares; 2025Q1: 12,984 shares; 2025Q2: 11,911 shares; 2025Q3: 10,764 shares; 2025Q4: 8,650 shares; 2026Q1: 8,650 shares 8,650$294K0.1%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,250 shares; 2025Q1: 7,336 shares; 2025Q2: 6,359 shares; 2025Q3: 2,358 shares; 2025Q4: not reported; 2026Q1: 1,251 shares 1,251$259K0.09%newTimeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 257 shares 257$224K0.08%newTimeline
MPBMID PENN BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,617 shares; 2026Q1: 6,670 shares 6,670$215K0.07%+53Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
ADBEADOBE INC6,305$2.21Mshares
AONAON PLC4,963$1.75Mshares
AMATAPPLIED MATLS INC6,080$1.56Mshares
APHAMPHENOL CORP10,875$1.47Mshares
BRK-ABERKSHIRE HATHAWAY INC DEL1$755Kshares
AMDADVANCED MICRO DEVICES INC3,250$696Kshares
XOMEXXON MOBIL CORP3,466$417Kshares
BRBROADRIDGE FINL SOLUTIONS IN1,000$223Kshares
VUGVANGUARD INDEX FDS419$204Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002063364-26-000130 base2026-04-28acceptance time not in the bulk data set