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GSG Advisors LLC

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13F filer, CIK 1995773, MOUNT LAUREL, NJ

GSG Advisors LLC reported $344,904,417 across 119 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-09. Its ten largest share positions make up 62.71% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-003682

Period
2025-06-30
Reported value
$345M
Holdings
119
Top 10 weight
62.71%
New
10
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHBadded+34,877$831K
JNJadded+3,701$565K
CRPTnew+20,000$464K
IXUSadded+5,071$392K
QUALadded+1,616$295K

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
FUMBreduced-35,874-$721K
FSMBexited-20,081-$393K
BF-Bexited-7,432-$254K
FMHIreduced-4,785-$223K
LRGFreduced-3,471-$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 0001085146-25-003682, largest first. % of portfolio is the value over $344,904,417, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,801 shares; 2024Q4: 261,119 shares; 2025Q1: 267,656 shares; 2025Q2: 268,628 shares 268,628$81.6M23.67%+972Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,023 shares; 2024Q4: 206,937 shares; 2025Q1: 211,392 shares; 2025Q2: 211,438 shares 211,438$28.2M8.17%+46Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,191 shares; 2024Q4: 1,008,349 shares; 2025Q1: 1,053,371 shares; 2025Q2: 1,088,248 shares 1,088,248$25.9M7.52%+34,877Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,157 shares; 2024Q4: 101,486 shares; 2025Q1: 103,781 shares; 2025Q2: 104,194 shares 104,194$21.4M6.2%+413Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,394 shares; 2024Q4: 465,591 shares; 2025Q1: 475,325 shares; 2025Q2: 485,007 shares 485,007$12.9M3.73%+9,682Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,340 shares; 2024Q4: 55,059 shares; 2025Q1: 57,154 shares; 2025Q2: 58,770 shares 58,770$10.7M3.12%+1,616Timeline
RDVYFIRST 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: 143,622 shares; 2024Q4: 158,292 shares; 2025Q1: 166,499 shares; 2025Q2: 171,103 shares 171,103$10.7M3.11%+4,604Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,282 shares; 2024Q4: 20,431 shares; 2025Q1: 20,578 shares; 2025Q2: 20,987 shares 20,987$10.4M3.03%+409Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,973 shares; 2024Q4: 12,137 shares; 2025Q1: 12,619 shares; 2025Q2: 12,664 shares 12,664$7.19M2.09%+45Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,013 shares; 2024Q4: 41,567 shares; 2025Q1: 43,938 shares; 2025Q2: 45,368 shares 45,368$7.17M2.08%+1,430Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,118 shares; 2024Q4: 13,425 shares; 2025Q1: 16,178 shares; 2025Q2: 16,175 shares 16,175$7.09M2.06%-3Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,458 shares; 2024Q4: 83,177 shares; 2025Q1: 89,848 shares; 2025Q2: 92,788 shares 92,788$6.41M1.86%+2,940Timeline
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: 236,885 shares; 2024Q4: 241,136 shares; 2025Q1: 251,032 shares; 2025Q2: 248,414 shares 248,414$6.18M1.79%-2,618Timeline
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: 9,146 shares; 2024Q4: 9,189 shares; 2025Q1: 9,205 shares; 2025Q2: 9,222 shares 9,222$5.7M1.65%+17Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,953 shares; 2024Q4: 24,220 shares; 2025Q1: 24,841 shares; 2025Q2: 25,234 shares 25,234$5.54M1.61%+393Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,747 shares; 2024Q4: 9,365 shares; 2025Q1: 8,962 shares; 2025Q2: 8,703 shares 8,703$5.4M1.57%-259Timeline
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: 8,250 shares; 2024Q4: 8,250 shares; 2025Q1: 9,124 shares; 2025Q2: 9,193 shares 9,193$4.47M1.29%+69Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,312 shares; 2024Q4: 24,615 shares; 2025Q1: 29,894 shares; 2025Q2: 31,743 shares 31,743$4.29M1.24%+1,849Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,155 shares; 2024Q4: 7,141 shares; 2025Q1: 7,726 shares; 2025Q2: 7,699 shares 7,699$4.25M1.23%-27Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,317 shares; 2024Q4: 33,653 shares; 2025Q1: 33,973 shares; 2025Q2: 35,075 shares 35,075$4.16M1.21%+1,102Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,686 shares; 2024Q4: 19,385 shares; 2025Q1: 19,307 shares; 2025Q2: 19,280 shares 19,280$3.95M1.14%-27Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,190 shares; 2024Q4: 10,221 shares; 2025Q1: 10,256 shares; 2025Q2: 10,271 shares 10,271$3.6M1.04%+15Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,726 shares; 2024Q4: 21,754 shares; 2025Q1: 22,762 shares; 2025Q2: 22,941 shares 22,941$2.69M0.78%+179Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,190 shares; 2024Q4: 12,396 shares; 2025Q1: 12,450 shares; 2025Q2: 12,485 shares 12,485$2.55M0.74%+35Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,815 shares; 2024Q4: 39,959 shares; 2025Q1: 40,077 shares; 2025Q2: 39,414 shares 39,414$2.52M0.73%-663Timeline
FMHIFIRST 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: 52,152 shares; 2024Q4: 55,165 shares; 2025Q1: 51,716 shares; 2025Q2: 46,931 shares 46,931$2.19M0.64%-4,785Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,385 shares; 2024Q4: 32,646 shares; 2025Q1: 34,408 shares; 2025Q2: 34,842 shares 34,842$1.71M0.5%+434Timeline
LRGFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,398 shares; 2024Q4: 29,433 shares; 2025Q1: 29,463 shares; 2025Q2: 25,992 shares 25,992$1.67M0.48%-3,471Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,684 shares; 2024Q4: 39,684 shares; 2025Q1: 39,704 shares; 2025Q2: 39,749 shares 39,749$1.62M0.47%+45Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,244 shares; 2024Q4: 9,922 shares; 2025Q1: 10,471 shares; 2025Q2: 10,537 shares 10,537$1.58M0.46%+66Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,818 shares; 2025Q1: 1,922 shares; 2025Q2: 2,035 shares 2,035$1.5M0.44%+113Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 4,053 shares; 2025Q1: 4,839 shares; 2025Q2: 5,410 shares 5,410$1.49M0.43%+571Timeline
EUSAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,921 shares; 2024Q4: 6,921 shares; 2025Q1: 13,841 shares; 2025Q2: 14,349 shares 14,349$1.42M0.41%+508Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,889 shares; 2024Q4: 6,907 shares; 2025Q1: 7,292 shares; 2025Q2: 7,310 shares 7,310$1.41M0.41%+18Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,744 shares; 2024Q4: 3,744 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares 4,900$1.4M0.41%0Timeline
FMBFIRST 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: 25,632 shares; 2024Q4: 25,774 shares; 2025Q1: 27,430 shares; 2025Q2: 27,931 shares 27,931$1.39M0.4%+501Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,973 shares; 2024Q4: 4,816 shares; 2025Q1: 5,183 shares; 2025Q2: 8,884 shares 8,884$1.36M0.39%+3,701Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,446 shares; 2024Q4: 6,602 shares; 2025Q1: 6,811 shares; 2025Q2: 7,440 shares 7,440$1.31M0.38%+629Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,811 shares; 2024Q4: 35,955 shares; 2025Q1: 48,333 shares; 2025Q2: 48,165 shares 48,165$1.28M0.37%-168Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 3,950 shares; 2025Q1: 4,033 shares; 2025Q2: 4,218 shares 4,218$1.22M0.35%+185Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,302 shares; 2024Q4: 2,309 shares; 2025Q1: 2,347 shares; 2025Q2: 2,311 shares 2,311$1.22M0.35%-36Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,453 shares; 2024Q4: 5,483 shares; 2025Q1: 10,164 shares; 2025Q2: 15,235 shares 15,235$1.18M0.34%+5,071Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,989 shares; 2024Q4: 2,989 shares; 2025Q1: 2,983 shares; 2025Q2: 3,007 shares 3,007$1.07M0.31%+24Timeline
FNDBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,999 shares; 2024Q4: 42,142 shares; 2025Q1: 42,350 shares; 2025Q2: 42,487 shares 42,487$1.02M0.3%+137Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,293 shares; 2024Q4: 12,346 shares; 2025Q1: 12,619 shares; 2025Q2: 12,664 shares 12,664$1.01M0.29%+45Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,810 shares; 2024Q4: 1,856 shares; 2025Q1: 2,577 shares; 2025Q2: 3,015 shares 3,015$958K0.28%+438Timeline
ALABASTERA LABS 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: 9,078 shares; 2025Q1: 9,038 shares; 2025Q2: 10,506 shares 10,506$950K0.28%+1,468Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,682 shares; 2024Q4: 5,129 shares; 2025Q1: 5,153 shares; 2025Q2: 5,164 shares 5,164$939K0.27%+11Timeline
FTCSFIRST 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: 10,164 shares; 2024Q4: 10,191 shares; 2025Q1: 10,206 shares; 2025Q2: 10,219 shares 10,219$929K0.27%+13Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,355 shares; 2025Q1: 2,320 shares; 2025Q2: 2,420 shares 2,420$887K0.26%+100Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,649 shares; 2024Q4: 3,662 shares; 2025Q1: 3,671 shares; 2025Q2: 3,679 shares 3,679$884K0.26%+8Timeline
VMCVULCAN MATLS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,302 shares; 2024Q4: 3,302 shares; 2025Q1: 3,313 shares; 2025Q2: 3,327 shares 3,327$868K0.25%+14Timeline
FIXDFIRST 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: 17,634 shares; 2024Q4: 17,722 shares; 2025Q1: 17,801 shares; 2025Q2: 17,873 shares 17,873$784K0.23%+72Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares 6,000$714K0.21%0Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,972 shares; 2024Q4: 2,977 shares; 2025Q1: 2,981 shares; 2025Q2: 2,987 shares 2,987$713K0.21%+6Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,388 shares; 2024Q4: 4,389 shares; 2025Q1: 3,970 shares; 2025Q2: 3,972 shares 3,972$705K0.2%+2Timeline
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: 13,266 shares; 2024Q4: 10,097 shares; 2025Q1: 10,124 shares; 2025Q2: 10,186 shares 10,186$685K0.2%+62Timeline
VPLSVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,181 shares; 2024Q4: 6,557 shares; 2025Q1: 8,087 shares; 2025Q2: 8,146 shares 8,146$634K0.18%+59Timeline
PRFINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,723 shares; 2024Q4: 14,723 shares; 2025Q1: 14,775 shares; 2025Q2: 14,822 shares 14,822$627K0.18%+47Timeline
VFQYVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,215 shares; 2024Q4: 4,230 shares; 2025Q1: 4,244 shares; 2025Q2: 4,258 shares 4,258$612K0.18%+14Timeline
SPTMSPDR 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: 6,795 shares; 2025Q2: 7,629 shares 7,629$571K0.17%+834Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 3,174 shares; 2025Q1: 3,193 shares; 2025Q2: 3,193 shares 3,193$564K0.16%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,141 shares; 2024Q4: 4,735 shares; 2025Q1: 5,135 shares; 2025Q2: 5,075 shares 5,075$547K0.16%-60Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 688 shares; 2024Q4: 688 shares; 2025Q1: 966 shares; 2025Q2: 800 shares 800$531K0.15%-166Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,258 shares; 2024Q4: 2,293 shares; 2025Q1: 2,375 shares; 2025Q2: 2,427 shares 2,427$531K0.15%+52Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,513 shares; 2024Q4: 3,134 shares; 2025Q1: 3,145 shares; 2025Q2: 3,188 shares 3,188$508K0.15%+43Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,815 shares; 2024Q4: 8,853 shares; 2025Q1: 8,927 shares; 2025Q2: 8,953 shares 8,953$493K0.14%+26Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,839 shares; 2024Q4: 4,891 shares; 2025Q1: 4,928 shares; 2025Q2: 4,954 shares 4,954$491K0.14%+26Timeline
DHSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,027 shares; 2024Q4: 5,068 shares; 2025Q1: 5,088 shares; 2025Q2: 5,118 shares 5,118$491K0.14%+30Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,292 shares; 2024Q4: 4,358 shares; 2025Q1: 4,626 shares; 2025Q2: 4,821 shares 4,821$471K0.14%+195Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,047 shares; 2024Q4: 3,080 shares; 2025Q1: 3,142 shares; 2025Q2: 3,145 shares 3,145$470K0.14%+3Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 441 shares; 2024Q4: 449 shares; 2025Q1: 462 shares; 2025Q2: 474 shares 474$470K0.14%+12Timeline
CRPTFIRST 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares 20,000$464K0.13%newTimeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,059 shares; 2024Q4: 10,609 shares; 2025Q1: 7,396 shares; 2025Q2: 7,576 shares 7,576$464K0.13%+180Timeline
HIMUBLACKROCK ETF TRUST 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: 9,099 shares; 2025Q2: 9,099 shares 9,099$442K0.13%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,028 shares; 2025Q1: 1,096 shares; 2025Q2: 1,156 shares 1,156$410K0.12%+60Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 748 shares; 2025Q1: 686 shares; 2025Q2: 720 shares 720$405K0.12%+34Timeline
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 reported; 2024Q4: 260 shares; 2025Q1: 277 shares; 2025Q2: 298 shares 298$399K0.12%+21Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,750 shares; 2024Q4: 8,648 shares; 2025Q1: 7,732 shares; 2025Q2: 7,768 shares 7,768$387K0.11%+36Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,042 shares; 2024Q4: 5,093 shares; 2025Q1: 5,093 shares; 2025Q2: 4,546 shares 4,546$380K0.11%-547Timeline
BUFRFIRST 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 reported; 2024Q4: 6,959 shares; 2025Q1: 11,826 shares; 2025Q2: 11,890 shares 11,890$378K0.11%+64Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,888 shares; 2024Q4: 4,908 shares; 2025Q1: 5,082 shares; 2025Q2: 3,487 shares 3,487$375K0.11%-1,595Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: 981 shares 981$359K0.1%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 2,745 shares; 2025Q1: 2,717 shares; 2025Q2: 2,889 shares 2,889$358K0.1%+172Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,253 shares; 2025Q1: 1,178 shares; 2025Q2: 1,284 shares 1,284$350K0.1%+106Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 425 shares; 2025Q1: 415 shares; 2025Q2: 448 shares 448$349K0.1%+33Timeline
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: not reported; 2024Q4: not reported; 2025Q1: 1,792 shares; 2025Q2: 1,874 shares 1,874$341K0.1%+82Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,712 shares; 2024Q4: 7,712 shares; 2025Q1: 7,739 shares; 2025Q2: 7,739 shares 7,739$337K0.1%0Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,490 shares; 2025Q1: 1,519 shares; 2025Q2: 1,575 shares 1,575$330K0.1%+56Timeline
FUMBFIRST 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: 59,999 shares; 2024Q4: 51,633 shares; 2025Q1: 52,019 shares; 2025Q2: 16,145 shares 16,145$325K0.09%-35,874Timeline
LNCLINCOLN NATL CORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,436 shares; 2024Q4: not reported; 2025Q1: 15,036 shares; 2025Q2: 9,066 shares 9,066$314K0.09%-5,970Timeline
VFMOVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 1,835 shares; 2025Q1: 1,835 shares; 2025Q2: 1,814 shares 1,814$313K0.09%-21Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,222 shares; 2024Q4: 4,213 shares; 2025Q1: 4,160 shares; 2025Q2: 4,356 shares 4,356$308K0.09%+196Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,294 shares; 2025Q1: 1,294 shares; 2025Q2: 1,194 shares 1,194$297K0.09%-100Timeline
WTRGESSENTIAL UTILS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,628 shares; 2024Q4: 7,808 shares; 2025Q1: 7,797 shares; 2025Q2: 7,797 shares 7,797$290K0.08%0Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49 shares; 2024Q4: 46 shares; 2025Q1: 47 shares; 2025Q2: 49 shares 49$284K0.08%+2Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,767 shares; 2024Q4: 2,454 shares; 2025Q1: 2,580 shares; 2025Q2: 2,128 shares 2,128$281K0.08%-452Timeline
CSCOCISCO SYS 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: 3,840 shares; 2025Q1: 4,023 shares; 2025Q2: 3,937 shares 3,937$273K0.08%-86Timeline
VOVANGUARD INDEX 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: 948 shares; 2025Q2: 948 shares 948$265K0.08%0Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,618 shares; 2024Q4: 3,425 shares; 2025Q1: 3,557 shares; 2025Q2: 3,758 shares 3,758$261K0.08%+201Timeline
IJHISHARES 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: not reported; 2025Q1: 4,172 shares; 2025Q2: 4,185 shares 4,185$260K0.08%+13Timeline
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: 3,807 shares; 2025Q1: not reported; 2025Q2: 1,862 shares 1,862$254K0.07%newTimeline
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 reported; 2024Q4: 4,581 shares; 2025Q1: not reported; 2025Q2: 5,163 shares 5,163$244K0.07%newTimeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: 684 shares; 2025Q1: 778 shares; 2025Q2: 777 shares 777$242K0.07%-1Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,231 shares; 2024Q4: 5,328 shares; 2025Q1: 5,413 shares; 2025Q2: 5,589 shares 5,589$242K0.07%+176Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,745 shares; 2024Q4: 1,745 shares; 2025Q1: not reported; 2025Q2: 1,745 shares 1,745$224K0.07%newTimeline
SMHVANECK ETF 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: not reported; 2025Q2: 786 shares 786$219K0.06%newTimeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,305 shares; 2025Q1: not reported; 2025Q2: 1,375 shares 1,375$219K0.06%newTimeline
ABBVABBVIE 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: 1,178 shares 1,178$219K0.06%newTimeline
KNGFIRST 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,405 shares 4,405$216K0.06%newTimeline
LINLINDE PLCQuarterly 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: 460 shares; 2025Q2: 456 shares 456$214K0.06%-4Timeline
TAT&T 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: 7,359 shares 7,359$213K0.06%newTimeline
PTLCPACER FDS 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: 4,133 shares; 2025Q1: 4,151 shares; 2025Q2: 4,151 shares 4,151$211K0.06%0Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 751 shares; 2025Q1: 763 shares; 2025Q2: 704 shares 704$210K0.06%-59Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,438 shares; 2024Q4: not reported; 2025Q1: 1,408 shares; 2025Q2: 1,414 shares 1,414$210K0.06%+6Timeline
COWGPACER FDS 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: not reported; 2025Q1: not reported; 2025Q2: 5,933 shares 5,933$208K0.06%newTimeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,208 shares; 2025Q1: 1,289 shares; 2025Q2: 1,194 shares 1,194$206K0.06%-95Timeline
CRMDCORMEDIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,500 shares; 2024Q4: 26,500 shares; 2025Q1: 22,000 shares; 2025Q2: 16,000 shares 16,000$197K0.06%-6,000Timeline
CGENCOMPUGEN LTDQuarterly 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: 10,245 shares; 2025Q2: 10,245 shares 10,245$18.2K0.01%0Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
FSMBFIRST TR EXCH TRADED FD III20,081$393Kshares
BF-BBROWN FORMAN CORP7,432$254Kshares
MCDMCDONALDS CORP676$205Kshares

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 0001085146-25-003682 base2025-07-09acceptance time not in the bulk data set