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Guardian Financial Partners, LLC

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13F filer, CIK 1723514, ORANGE, CA

Guardian Financial Partners, LLC reported $222,678,796 across 56 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-31. Its ten largest share positions make up 60.52% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-004367

Period
2025-06-30
Reported value
$223M
Holdings
56
Top 10 weight
60.52%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHXadded+45,162$1.1M
JSIadded+20,718$1.09M
SMTHadded+31,541$815K
FNDXadded+31,129$764K
SCHFadded+30,265$669K

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
BUFFexited-90,657-$4M
AMZNreduced-3,444-$756K
AVGOreduced-1,401-$386K
NVDAreduced-1,990-$314K
VOOreduced-357-$203K

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 0001085146-25-004367, largest first. % of portfolio is the value over $222,678,796, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CLOZSERIES PORTFOLIOS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,640 shares; 2024Q4: 705,133 shares; 2025Q1: 757,040 shares; 2025Q2: 772,041 shares 772,041$20.6M9.27%+15,001Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,073 shares; 2024Q4: 38,233 shares; 2025Q1: 36,343 shares; 2025Q2: 35,986 shares 35,986$20.4M9.18%-357Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,236 shares; 2024Q4: 731,179 shares; 2025Q1: 738,983 shares; 2025Q2: 769,248 shares 769,248$17M7.63%+30,265Timeline
JSIJANUS DETROIT STR 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: 295,433 shares; 2025Q2: 316,151 shares 316,151$16.6M7.47%+20,718Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20 shares; 2025Q2: 20 shares 20$14.6M6.55%0Timeline
SMTHALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 386,804 shares; 2024Q4: 402,471 shares; 2025Q1: 413,213 shares; 2025Q2: 444,754 shares 444,754$11.5M5.16%+31,541Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,618 shares; 2024Q4: 328,913 shares; 2025Q1: 360,262 shares; 2025Q2: 405,424 shares 405,424$9.91M4.45%+45,162Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,890 shares; 2024Q4: 96,981 shares; 2025Q1: 103,917 shares; 2025Q2: 107,829 shares 107,829$8.64M3.88%+3,912Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,926 shares; 2024Q4: 53,226 shares; 2025Q1: 56,778 shares; 2025Q2: 59,145 shares 59,145$7.88M3.54%+2,367Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,111 shares; 2024Q4: 251,850 shares; 2025Q1: 269,941 shares; 2025Q2: 284,751 shares 284,751$7.55M3.39%+14,810Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,437 shares; 2024Q4: 236,756 shares; 2025Q1: 260,082 shares; 2025Q2: 291,211 shares 291,211$7.15M3.21%+31,129Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,800 shares; 2024Q4: 154,033 shares; 2025Q1: 159,197 shares; 2025Q2: 168,573 shares 168,573$6.75M3.03%+9,376Timeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,800 shares; 2024Q4: 131,178 shares; 2025Q1: 126,632 shares; 2025Q2: 132,052 shares 132,052$6.7M3.01%+5,420Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,276 shares; 2024Q4: 195,756 shares; 2025Q1: 196,547 shares; 2025Q2: 201,254 shares 201,254$6.07M2.72%+4,707Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,118 shares; 2024Q4: 156,576 shares; 2025Q1: 171,336 shares; 2025Q2: 193,460 shares 193,460$5.65M2.54%+22,124Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,994 shares; 2024Q4: 209,240 shares; 2025Q1: 207,257 shares; 2025Q2: 228,321 shares 228,321$5.31M2.38%+21,064Timeline
FNDBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,199 shares; 2024Q4: 186,822 shares; 2025Q1: 175,905 shares; 2025Q2: 174,339 shares 174,339$4.18M1.88%-1,566Timeline
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: 6,825 shares; 2024Q4: 7,093 shares; 2025Q1: 7,317 shares; 2025Q2: 7,460 shares 7,460$3.62M1.63%+143Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,483 shares; 2024Q4: 14,520 shares; 2025Q1: 17,146 shares; 2025Q2: 16,526 shares 16,526$3.39M1.52%-620Timeline
QDPLPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,080 shares; 2024Q4: 60,347 shares; 2025Q1: 64,347 shares; 2025Q2: 67,715 shares 67,715$2.67M1.2%+3,368Timeline
SPYINEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,337 shares; 2024Q4: 45,863 shares; 2025Q1: 49,427 shares; 2025Q2: 52,401 shares 52,401$2.64M1.18%+2,974Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,449 shares; 2024Q4: 92,796 shares; 2025Q1: 106,153 shares; 2025Q2: 122,349 shares 122,349$2.59M1.16%+16,196Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,396 shares; 2024Q4: 39,602 shares; 2025Q1: 42,579 shares; 2025Q2: 45,049 shares 45,049$2.56M1.15%+2,470Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,492 shares; 2024Q4: 74,165 shares; 2025Q1: 82,528 shares; 2025Q2: 92,061 shares 92,061$2.33M1.05%+9,533Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 3,695 shares; 2025Q1: 3,658 shares; 2025Q2: 3,770 shares 3,770$1.88M0.84%+112Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,124 shares; 2024Q4: 1,636 shares; 2025Q1: 1,667 shares; 2025Q2: 1,717 shares 1,717$1.7M0.76%+50Timeline
TAXXBONDBLOXX ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,658 shares; 2024Q4: 30,151 shares; 2025Q1: 29,278 shares; 2025Q2: 32,089 shares 32,089$1.64M0.74%+2,811Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,086 shares; 2024Q4: 10,007 shares; 2025Q1: 11,192 shares; 2025Q2: 9,202 shares 9,202$1.45M0.65%-1,990Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,874 shares; 2024Q4: 27,601 shares; 2025Q1: 30,658 shares; 2025Q2: 33,857 shares 33,857$1.44M0.65%+3,199Timeline
IVVISHARES 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: 1,913 shares; 2025Q2: 1,919 shares 1,919$1.19M0.53%+6Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,915 shares; 2024Q4: 2,982 shares; 2025Q1: 2,966 shares; 2025Q2: 2,967 shares 2,967$1.09M0.49%+1Timeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,885 shares; 2024Q4: 12,571 shares; 2025Q1: 15,320 shares; 2025Q2: 21,013 shares 21,013$1.08M0.49%+5,693Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,759 shares; 2024Q4: 42,937 shares; 2025Q1: 41,698 shares; 2025Q2: 43,743 shares 43,743$1.07M0.48%+2,045Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,611 shares; 2024Q4: 26,483 shares; 2025Q1: 31,779 shares; 2025Q2: 36,861 shares 36,861$1.06M0.47%+5,082Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly 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: 13,298 shares; 2025Q1: 14,502 shares; 2025Q2: 13,618 shares 13,618$1.05M0.47%-884Timeline
FNDESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,741 shares; 2024Q4: 22,988 shares; 2025Q1: 27,038 shares; 2025Q2: 31,420 shares 31,420$1.04M0.47%+4,382Timeline
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: 3,201 shares; 2025Q2: 3,201 shares 3,201$896K0.4%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,760 shares; 2025Q2: 14,876 shares 14,876$848K0.38%+116Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 1,466 shares; 2025Q1: 1,471 shares; 2025Q2: 1,480 shares 1,480$804K0.36%+9Timeline
IVEISHARES 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: 3,965 shares; 2025Q2: 3,981 shares 3,981$778K0.35%+16Timeline
IWMISHARES 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: 3,300 shares; 2025Q2: 3,309 shares 3,309$714K0.32%+9Timeline
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 reported; 2024Q4: 570 shares; 2025Q1: 730 shares; 2025Q2: 898 shares 898$663K0.3%+168Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,195 shares; 2025Q2: 13,232 shares 13,232$654K0.29%+37Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,848 shares; 2024Q4: 11,132 shares; 2025Q1: 13,154 shares; 2025Q2: 15,175 shares 15,175$638K0.29%+2,021Timeline
GEVGE VERNOVA 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: 1,144 shares 1,144$605K0.27%newTimeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 3,239 shares; 2025Q1: 3,350 shares; 2025Q2: 3,371 shares 3,371$537K0.24%+21Timeline
RYROYAL BK CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,008 shares; 2024Q4: 4,008 shares; 2025Q1: 4,008 shares; 2025Q2: 4,008 shares 4,008$527K0.24%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,715 shares; 2024Q4: 3,102 shares; 2025Q1: 5,286 shares; 2025Q2: 1,842 shares 1,842$404K0.18%-3,444Timeline
TSLATESLA 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: 1,644 shares; 2025Q1: 1,611 shares; 2025Q2: 1,189 shares 1,189$378K0.17%-422Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 14,154 shares; 2025Q1: 13,533 shares; 2025Q2: 14,117 shares 14,117$377K0.17%+584Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,201 shares; 2025Q1: 1,163 shares; 2025Q2: 1,242 shares 1,242$360K0.16%+79Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 737 shares; 2024Q4: 358 shares; 2025Q1: 259 shares; 2025Q2: 459 shares 459$358K0.16%+200Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,127 shares; 2025Q1: 1,047 shares; 2025Q2: 1,139 shares 1,139$346K0.16%+92Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,648 shares; 2024Q4: 11,182 shares; 2025Q1: 11,185 shares; 2025Q2: 11,187 shares 11,187$267K0.12%+2Timeline
SCHISCHWAB STRATEGIC 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: 10,464 shares; 2025Q1: 10,028 shares; 2025Q2: 10,535 shares 10,535$240K0.11%+507Timeline
AVGOBROADCOM 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: 1,467 shares; 2025Q1: 2,223 shares; 2025Q2: 822 shares 822$227K0.1%-1,401Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
BUFFINNOVATOR ETFS TRUST90,657$4Mshares

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 0001085146-25-004367 base2025-07-31acceptance time not in the bulk data set