HAZLETT, BURT & WATSON, INC.

13F filer, CIK 46392, WHEELING, WV

HAZLETT, BURT & WATSON, INC. reported $222,470,000 across 816 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-05. Its ten largest share positions make up 28.01% of the portfolio.

Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0000046392-25-000002

Period: 2025-03-31
Reported value: $222M
Holdings: 816
Top 10 weight: 28.01%
New: 95
Sold out: 46

Largest buys vs the previous quarter

Security	Shares change	Approx. value
VOOadded	+2,173	$1.12M
SDHYadded	+31,812	$523K
TLHadded	+3,639	$377K
XLKadded	+1,558	$322K
SPYadded	+538	$301K

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

Security	Shares change	Approx. value
BUFFreduced	-24,100	-$1.07M
BNDreduced	-7,364	-$547K
IWFreduced	-736	-$265K
AAPLreduced	-1,108	-$246K
IWDreduced	-1,236	-$233K

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 2025

Share positions as resolved from 13F-HR 0000046392-25-000002, largest first. % of portfolio is the value over $222,470,000, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	54,732	$12.2M	5.46%	-1,108	Timeline
SCHDSCHWAB STRATEGIC TR	377,641	$10.6M	4.75%	+1,535	Timeline
QQQINVESCO QQQ TR	21,865	$10.2M	4.61%	+304	Timeline
MSFTMICROSOFT CORP	16,502	$6.21M	2.79%	-9	Timeline
AMZNAMAZON COM INC	30,529	$5.81M	2.61%	+339	Timeline
XOMEXXON MOBIL CORP	35,143	$4.18M	1.88%	+100	Timeline
MAMASTERCARD INCORPORATED	6,821	$3.74M	1.68%	+76	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	6,322	$3.37M	1.51%	-35	Timeline
JNJJOHNSON & JOHNSON	18,727	$3.1M	1.4%	-358	Timeline
NVDANVIDIA CORPORATION	27,260	$2.95M	1.33%	+1,190	Timeline
PGPROCTER & GAMBLE CO	16,342	$2.78M	1.25%	-27	Timeline
DVYISHARES TR	19,967	$2.68M	1.21%	-666	Timeline
DGROISHARES TR	42,199	$2.6M	1.17%	-494	Timeline
LMTLOCKHEED MARTIN CORP	5,806	$2.6M	1.17%	+43	Timeline
JPMJPMORGAN CHASE & CO	10,443	$2.56M	1.15%	-422	Timeline
VIGVANGUARD SPECIALIZED FUNDS	12,663	$2.46M	1.1%	+249	Timeline
SDHYPGIM SHORT DUR HIG YLD OPP F	133,851	$2.2M	0.99%	+31,812	Timeline
HDHOME DEPOT INC	5,819	$2.13M	0.96%	+141	Timeline
VGTVANGUARD WORLD FD	3,831	$2.08M	0.93%	-98	Timeline
MGVVANGUARD WORLD FD	15,711	$2.03M	0.91%	+29	Timeline
ABBVABBVIE INC	9,477	$1.99M	0.89%	+200	Timeline
UNPUNION PAC CORP	8,310	$1.97M	0.88%	-50	Timeline
HSYHERSHEY CO	11,479	$1.96M	0.88%	+125	Timeline
COSTCOSTCO WHOLESALE CORPORATION	2,053	$1.95M	0.88%	+48	Timeline
VVISA INC	5,504	$1.93M	0.87%	+77	Timeline
AVGOBROADCOM INC	10,970	$1.84M	0.83%	+255	Timeline
IHIISHARES TR	30,512	$1.84M	0.83%	-234	Timeline
ORCLORACLE CORP	12,515	$1.75M	0.79%	-320	Timeline
VOOVANGUARD INDEX FDS	3,368	$1.73M	0.78%	+2,173	Timeline
MOATVANECK ETF TRUST	19,528	$1.72M	0.77%	+1,369	Timeline
TLHISHARES TR	16,538	$1.72M	0.77%	+3,639	Timeline
PAVEGLOBAL X FDS	44,741	$1.69M	0.76%	+3,251	Timeline
PPAINVESCO EXCHANGE TRADED FD T	13,563	$1.58M	0.71%	+1,596	Timeline
RTXRTX CORPORATION	11,859	$1.57M	0.71%	-366	Timeline
IVEISHARES TR	7,975	$1.52M	0.68%	+739	Timeline
COWZPACER FDS TR	27,370	$1.5M	0.67%	-697	Timeline
KBWBINVESCO EXCH TRADED FD TR II	23,057	$1.45M	0.65%	+3,444	Timeline
GOOGLALPHABET INC	9,315	$1.44M	0.65%	+4	Timeline
GOOGALPHABET INC	8,804	$1.38M	0.62%	+403	Timeline
DGRWWISDOMTREE TR	17,188	$1.37M	0.62%	+1,337	Timeline
DHRDANAHER CORP DEL	6,587	$1.35M	0.61%	0	Timeline
ALLALLSTATE CORP	6,490	$1.34M	0.6%	0	Timeline
FLQMFRANKLIN TEMPLETON ETF TR	24,623	$1.31M	0.59%	+1,272	Timeline
IVWISHARES TR	13,913	$1.29M	0.58%	+3,182	Timeline
PEPPEPSICO INC	8,605	$1.29M	0.58%	-1,246	Timeline
LLYELI LILLY & CO	1,524	$1.26M	0.57%	+26	Timeline
CVXCHEVRON CORPORATION	7,505	$1.25M	0.56%	+99	Timeline
GDGENERAL DYNAMICS CORP	4,551	$1.24M	0.56%	-242	Timeline
EMREMERSON ELEC CO	10,745	$1.18M	0.53%	+219	Timeline
CATCATERPILLAR INC	3,525	$1.16M	0.52%	+65	Timeline
KOCOCA COLA CO	15,488	$1.11M	0.5%	0	Timeline
IJJISHARES TR	8,948	$1.07M	0.48%	+1,171	Timeline
METAMETA PLATFORMS INC	1,821	$1.05M	0.47%	+58	Timeline
AMGNAMGEN INC	3,189	$992K	0.45%	-8	Timeline
NFLXNETFLIX INC.	1,056	$986K	0.44%	+35	Timeline
PNCPNC FINL SVCS GROUP INC	5,459	$962K	0.43%	+107	Timeline
IJSISHARES TR	9,601	$937K	0.42%	+1,366	Timeline
HONHONEYWELL INTL INC	4,330	$918K	0.41%	+63	Timeline
IGMISHARES TR	10,111	$917K	0.41%	0	Timeline
CLCOLGATE PALMOLIVE CO	9,782	$915K	0.41%	+33	Timeline
MUMICRON TECHNOLOGY INC	10,289	$895K	0.4%	-192	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,534	$857K	0.39%	+538	Timeline
CRMSALESFORCE INC	3,185	$852K	0.38%	+170	Timeline
ASMLASML HLDG NV	1,235	$821K	0.37%	+96	Timeline
CALFPACER FDS TR	20,522	$769K	0.35%	-60	Timeline
DOVDOVER CORP	4,350	$765K	0.34%	0	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	1,527	$756K	0.34%	+47	Timeline
BUFRFIRST TR EXCHNG TRADED FD VI	25,436	$756K	0.34%	+2,012	Timeline
TFISPDR SERIES TRUST	16,739	$754K	0.34%	0	Timeline
VONGVANGUARD SCOTTSDALE FDS	8,046	$747K	0.34%	0	Timeline
EXEEXPAND ENERGY CORPORATION	6,610	$736K	0.33%	0	Timeline
DISCOVER FINL SVCSDISCOVER FINL SVCS	4,302	$735K	0.33%	0
IWFISHARES TR	2,034	$732K	0.33%	-736	Timeline
NVONOVO-NORDISK A S	10,313	$714K	0.32%	-148	Timeline
MOALTRIA GROUP INC	11,305	$678K	0.3%	+163	Timeline
GLDSPDR GOLD TR	2,325	$669K	0.3%	+394	Timeline
SDYSPDR SERIES TRUST	4,913	$667K	0.3%	-249	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	9,769	$646K	0.29%	+632	Timeline
FULTFULTON FINL CORP PA	35,293	$638K	0.29%	-634	Timeline
CSCOCISCO SYS INC	10,297	$636K	0.29%	-121	Timeline
KMIKINDER MORGAN INC DEL	22,188	$634K	0.28%	0	Timeline
BLKBLACKROCK INC	645	$618K	0.28%	+111	Timeline
AXPAMERICAN EXPRESS CO	2,275	$612K	0.28%	+76	Timeline
VZVERIZON COMMUNICATIONS INC	13,350	$606K	0.27%	-1,313	Timeline
XLKSELECT SECTOR SPDR TR	2,892	$597K	0.27%	+1,558	Timeline
IVVISHARES TR	1,053	$593K	0.27%	+298	Timeline
WMTWALMART INC	6,727	$589K	0.26%	+811	Timeline
BUGGLOBAL X FDS	18,199	$586K	0.26%	-52	Timeline
DISDISNEY WALT CO	5,823	$576K	0.26%	-191	Timeline
MLMMARTIN MARIETTA MATLS INC	1,200	$575K	0.26%	0	Timeline
AMATAPPLIED MATLS INC	3,959	$573K	0.26%	+3	Timeline
GEGE AEROSPACE	2,808	$561K	0.25%	+163	Timeline
SPTLSPDR SERIES TRUST	20,338	$551K	0.25%	+3,185	Timeline
GSGOLDMAN SACHS GROUP INC	998	$544K	0.24%	+73	Timeline
SCHGSCHWAB STRATEGIC TR	21,502	$539K	0.24%	-596	Timeline
ADBEADOBE INC	1,381	$531K	0.24%	-102	Timeline
IJKISHARES TR	6,345	$530K	0.24%	+1,601	Timeline
QCOMQUALCOMM INC	3,404	$526K	0.24%	+403	Timeline
PMPHILIP MORRIS INTL INC	3,279	$521K	0.23%	-8	Timeline
TFCTRUIST FINL CORP	12,608	$520K	0.23%	+1,077	Timeline
EOGEOG RES INC	4,002	$513K	0.23%	+2	Timeline
CMICUMMINS INC	1,621	$506K	0.23%	+1	Timeline
LHLABCORP HOLDINGS INC	2,151	$501K	0.23%	0	Timeline
BACBANK OF AMER CORP	11,772	$491K	0.22%	-192	Timeline
IJHISHARES TR	7,804	$459K	0.21%	+154	Timeline
PPLPPL CORP	12,337	$447K	0.2%	-785	Timeline
FISVFISERV INC	2,018	$444K	0.2%	+100	Timeline
XLVSELECT SECTOR SPDR TR	3,008	$439K	0.2%	-69	Timeline
HUBBHUBBELL INC	1,322	$437K	0.2%	0	Timeline
TMUST-MOBILE US INC	1,626	$434K	0.2%	+120	Timeline
MKCMCCORMICK & CO INC	5,046	$417K	0.19%	+6	Timeline
DEDEERE & CO	892	$416K	0.19%	-64	Timeline
IEFAISHARES TR	5,477	$414K	0.19%	-2,063	Timeline
SPLVINVESCO EXCH TRADED FD TR II	5,493	$411K	0.18%	+43	Timeline
IWDISHARES TR	2,177	$410K	0.18%	-1,236	Timeline
MGKVANGUARD WORLD FD	1,298	$404K	0.18%	-71	Timeline
DLNWISDOMTREE TR	5,044	$400K	0.18%	-544	Timeline
UBERUBER TECHNOLOGIES INC	5,482	$398K	0.18%	+170	Timeline
LOWLOWES COS INC	1,694	$397K	0.18%	+198	Timeline
XLFSELECT SECTOR SPDR TR	7,886	$394K	0.18%	-185	Timeline
BMYBRISTOL-MYERS SQUIBB CO	6,428	$392K	0.18%	-21	Timeline
XLUSELECT SECTOR SPDR TR	4,934	$390K	0.18%	-269	Timeline
PFEPFIZER INC	15,238	$385K	0.17%	-166	Timeline
CARRCARRIER GLOBAL CORPORATION	6,013	$382K	0.17%	-272	Timeline
MRKMERCK & CO INC	4,216	$381K	0.17%	-340	Timeline
ANETARISTA NETWORKS INC	4,801	$371K	0.17%	+1,433	Timeline
WMBWILLIAMS COS INC	6,160	$368K	0.17%	0	Timeline
UNILEVER PLCUNILEVER PLC	6,065	$363K	0.16%	-542
CZAINVESCO EXCHANGE TRADED FD T	3,435	$358K	0.16%	-424	Timeline
COPCONOCOPHILLIPS	3,393	$356K	0.16%	+2	Timeline
XLISELECT SECTOR SPDR TR	2,692	$353K	0.16%	+204	Timeline
IQLTISHARES TR	8,722	$350K	0.16%	+515	Timeline
UNHUNITEDHEALTH GROUP INC	659	$344K	0.15%	-33	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,120	$342K	0.15%	0	Timeline
PANWPALO ALTO NETWORKS INC	1,988	$340K	0.15%	+76	Timeline
INTCINTEL CORP	14,968	$339K	0.15%	-577	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	5,893	$336K	0.15%	-484	Timeline
ISRGINTUITIVE SURGICAL INC	664	$329K	0.15%	-13	Timeline
GILDGILEAD SCIENCES INC	2,925	$327K	0.15%	+25	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	3,945	$324K	0.15%	0	Timeline
PSXPHILLIPS 66	2,611	$322K	0.14%	-108	Timeline
AMDADVANCED MICRO DEVICES INC	3,050	$319K	0.14%	-1,039	Timeline
OTISOTIS WORLDWIDE CORP	3,000	$309K	0.14%	-145	Timeline
WMWASTE MGMT INC DEL	1,318	$305K	0.14%	-78	Timeline
IXJISHARES TR	3,329	$303K	0.14%	0	Timeline
DELLDELL TECHNOLOGIES INC	3,317	$303K	0.14%	-434	Timeline
PPGPPG INDS INC	2,769	$303K	0.14%	+136	Timeline
VUGVANGUARD INDEX FDS	817	$302K	0.14%	-29	Timeline
AZOAUTOZONE INC	79	$302K	0.14%	-3	Timeline
VTIVANGUARD INDEX FDS	1,096	$301K	0.14%	+16	Timeline
NSCNORFOLK SOUTHN CORP	1,254	$298K	0.13%	0	Timeline
VBRVANGUARD INDEX FDS	1,583	$295K	0.13%	-54	Timeline
IJTISHARES TR	2,345	$293K	0.13%	+1,080	Timeline
WFCWELLS FARGO & CO	4,034	$290K	0.13%	+865	Timeline
NEENEXTERA ENERGY INC	4,027	$284K	0.13%	-36	Timeline
FEZSPDR INDEX SHS FDS	5,139	$281K	0.13%	-200	Timeline
TTTRANE TECHNOLOGIES PLC	830	$280K	0.13%	+20	Timeline
AEPAMERICAN ELEC PWR CO INC	2,488	$271K	0.12%	+17	Timeline
STZCONSTELLATION BRANDS INC	1,468	$268K	0.12%	-485	Timeline
ITOTISHARES TR	2,189	$267K	0.12%	+284	Timeline
TROWPRICE T ROWE GROUP INC	2,753	$253K	0.11%	0	Timeline
TAT&T INC	8,908	$252K	0.11%	-1,346	Timeline
RPGINVESCO EXCHANGE TRADED FD T	6,582	$252K	0.11%	-310	Timeline
SCHVSCHWAB STRATEGIC TR	9,338	$248K	0.11%	0	Timeline
DUKDUKE ENERGY CORP NEW	1,955	$238K	0.11%	-73	Timeline
PYPLPAYPAL HLDGS INC	3,640	$238K	0.11%	+400	Timeline
FTVFORTIVE CORP	3,253	$238K	0.11%	0	Timeline
BUDANHEUSER BUSCH INBEV SA NV	3,850	$237K	0.11%	0	Timeline
TLTISHARES TR	2,608	$237K	0.11%	+162	Timeline
CRWDCROWDSTRIKE HLDGS INC	662	$235K	0.11%	+49	Timeline
PLTRPALANTIR TECHNOLOGIES INC	2,773	$235K	0.11%	+1,598	Timeline
APDAIR PRODUCTS AND CHEMICALS I	800	$235K	0.11%	0	Timeline
IWPISHARES TR	1,995	$234K	0.11%	-487	Timeline
PRUPRUDENTIAL FINL INC	2,087	$234K	0.11%	+5	Timeline
VONEVANGUARD SCOTTSDALE FDS	901	$229K	0.1%	0	Timeline
CBCHUBB LIMITED	753	$228K	0.1%	+86	Timeline
IAUISHARES GOLD TR	3,871	$228K	0.1%	+283	Timeline
NOCNORTHROP GRUMMAN CORP	446	$227K	0.1%	-4	Timeline
NVSNOVARTIS AG	2,020	$225K	0.1%	-39	Timeline
AWKAMERICAN WTR WKS CO INC NEW	1,520	$225K	0.1%	-669	Timeline
VCRVANGUARD WORLD FD	687	$223K	0.1%	-10	Timeline
VISVANGUARD WORLD FD	888	$220K	0.1%	0	Timeline
SOXXISHARES TR	1,145	$216K	0.1%	0	Timeline
ROPROPER TECHNOLOGIES INC	369	$216K	0.1%	0	Timeline
CSXCSX CORP	7,309	$215K	0.1%	0	Timeline
NOWSERVICENOW INC	269	$214K	0.1%	+50	Timeline
VLTOVERALTO CORP	2,187	$213K	0.1%	0	Timeline
TDIVFIRST TR EXCHANGE TRADED FD	2,841	$210K	0.09%	+80	Timeline
TJXTJX COS INC NEW	1,719	$209K	0.09%	+152	Timeline
VYMVANGUARD WHITEHALL FDS	1,597	$205K	0.09%	-269	Timeline
VBVANGUARD INDEX FDS	904	$203K	0.09%	-208	Timeline
NJRNEW JERSEY RES CORP	4,140	$203K	0.09%	0	Timeline
IWSISHARES TR	1,597	$202K	0.09%	-340	Timeline
VONVVANGUARD SCOTTSDALE FDS	2,408	$198K	0.09%	+8	Timeline
XLGINVESCO EXCHANGE TRADED FD T	4,256	$198K	0.09%	+1,555	Timeline
MPCMARATHON PETE CORP	1,351	$197K	0.09%	+175	Timeline
EFVISHARES TR	3,277	$196K	0.09%	-420	Timeline
WSBCWESBANCO INC	6,339	$196K	0.09%	+8	Timeline
PHPARKER-HANNIFIN CORP	321	$194K	0.09%	0	Timeline
IXUSISHARES TR	2,763	$192K	0.09%	0	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	358	$190K	0.09%	+9	Timeline
MSMORGAN STANLEY	1,597	$187K	0.08%	+201	Timeline
STXSEAGATE TECHNOLOGY HLDNGS PL	2,200	$186K	0.08%	0	Timeline
SJMSMUCKER J M CO	1,553	$184K	0.08%	+350	Timeline
IEMGISHARES INC	3,384	$183K	0.08%	-1,792	Timeline
XMLVINVESCO EXCH TRADED FD TR II	2,948	$182K	0.08%	+24	Timeline
ETNEATON CORP PLC	654	$180K	0.08%	+28	Timeline
TSLATESLA INC	701	$180K	0.08%	+19	Timeline
VMCVULCAN MATLS CO	770	$180K	0.08%	0	Timeline
XLYSELECT SECTOR SPDR TR	910	$180K	0.08%	-14	Timeline
USMVISHARES TR	1,913	$179K	0.08%	+6	Timeline
GEVGE VERNOVA INC	588	$178K	0.08%	+66	Timeline
VEAVANGUARD TAX-MANAGED FDS	3,502	$177K	0.08%	+1	Timeline
BDXBECTON DICKINSON & CO	774	$177K	0.08%	-21	Timeline
TDGTRANSDIGM GROUP INC	128	$177K	0.08%	0	Timeline
VVVANGUARD INDEX FDS	686	$176K	0.08%	-434	Timeline
VHTVANGUARD WORLD FD	666	$176K	0.08%	+2	Timeline
SLVISHARES SILVER TR	5,508	$170K	0.08%	0	Timeline
SNASNAP ON INC	500	$168K	0.08%	0	Timeline
EFGISHARES TR	1,676	$168K	0.08%	0	Timeline
VBKVANGUARD INDEX FDS	654	$164K	0.07%	+1	Timeline
ACNACCENTURE PLC IRELAND	524	$163K	0.07%	+9	Timeline
QUALISHARES TR	948	$163K	0.07%	+1	Timeline
VTVVANGUARD INDEX FDS	936	$161K	0.07%	-1,086	Timeline
MCDMCDONALDS CORP	509	$158K	0.07%	+1	Timeline
SYKSTRYKER CORPORATION	412	$154K	0.07%	+16	Timeline
GLWCORNING INC	3,303	$151K	0.07%	+1,010	Timeline
VRTVERTIV HOLDINGS CO	2,098	$151K	0.07%	+577	Timeline
SAPSAP SE	560	$150K	0.07%	0	Timeline
CMCSACOMCAST CORP NEW	4,023	$148K	0.07%	-1,289	Timeline
IWRISHARES TR	1,741	$148K	0.07%	-507	Timeline
FDXFEDEX CORP	592	$143K	0.06%	-29	Timeline
URIUNITED RENTALS INC	225	$142K	0.06%	new	Timeline
AZNASTRAZENECA PLC-SPONS ADR	1,923	$142K	0.06%	0	Timeline
FTECFIDELITY COVINGTON TRUST	837	$135K	0.06%	0	Timeline
DEODIAGEO PLC	1,295	$135K	0.06%	-50	Timeline
DDDUPONT DE NEMOURS INC	1,801	$135K	0.06%	-234	Timeline
MCKMCKESSON CORP	198	$133K	0.06%	+68	Timeline
MRVLMARVELL TECHNOLOGY INC	2,097	$130K	0.06%	+208	Timeline
NFGNATIONAL FUEL GAS CO	1,650	$130K	0.06%	0	Timeline
XPNDFIRST TR EXCHNG TRADED FD VI	4,600	$130K	0.06%	0	Timeline
ENBENBRIDGE INC	2,907	$129K	0.06%	+24	Timeline
PEJINVESCO EXCHANGE TRADED FD T	2,640	$129K	0.06%	0	Timeline
BXMXNUVEEN S&P 500 BUY-WRITE INCOM	9,722	$128K	0.06%	0	Timeline
ACWXISHARES TR	2,277	$127K	0.06%	0	Timeline
VWOVANGUARD INTL EQUITY INDEX F	2,758	$125K	0.06%	+2	Timeline
METMETLIFE INC	1,549	$125K	0.06%	0	Timeline
SLBSLB LIMITED	3,004	$124K	0.06%	-237	Timeline
PFEBINNOVATOR ETFS TRUST	3,435	$123K	0.06%	0	Timeline
IEVISHARES TR	2,100	$122K	0.05%	0	Timeline
RMDRESMED INC	540	$121K	0.05%	-100	Timeline
BXBLACKSTONE INC	844	$119K	0.05%	+468	Timeline
UPSUNITED PARCEL SVCS INC	1,083	$119K	0.05%	-139	Timeline
GPCGENUINE PARTS CO	1,000	$119K	0.05%	0	Timeline
FFORD MTR CO	11,764	$118K	0.05%	-716	Timeline
LENLENNAR CORP	1,024	$118K	0.05%	0	Timeline
EEMISHARES TR	2,712	$117K	0.05%	0	Timeline
SWKSTANLEY BLACK & DECKER INC	1,479	$115K	0.05%	0	Timeline
PLDPROLOGIS INC.	1,019	$114K	0.05%	0	Timeline
SPSMSPDR SERIES TRUST	2,759	$113K	0.05%	-409	Timeline
SYYSYSCO CORP	1,490	$112K	0.05%	-109	Timeline
PAYXPAYCHEX INC	715	$110K	0.05%	0	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	2,218	$110K	0.05%	+120	Timeline
APTVAPTIV PLC	1,847	$110K	0.05%	0	Timeline
PWRQUANTA SVCS INC	416	$106K	0.05%	+9	Timeline
UGIUGI CORP NEW	3,185	$106K	0.05%	0	Timeline
VOEVANGUARD INDEX FDS	657	$105K	0.05%	-92	Timeline
CWBSPDR SERIES TRUST	1,377	$105K	0.05%	+1	Timeline
JMEEJ P MORGAN EXCHANGE TRADED F	1,885	$105K	0.05%	+75	Timeline
FDLFIRST TR EXCHANGE-TRADED FD	2,391	$104K	0.05%	0	Timeline
CVSCVS HEALTH CORP	1,517	$103K	0.05%	-410	Timeline
CEGCONSTELLATION ENERGY CORP	518	$103K	0.05%	+61	Timeline
RSPINVESCO EXCHANGE TRADED FD T	592	$102K	0.05%	+2	Timeline
SBUXSTARBUCKS CORP	1,035	$102K	0.05%	-67	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	624	$102K	0.05%	+251	Timeline
GMARFIRST TR EXCHNG TRADED FD VI	2,735	$101K	0.05%	0	Timeline
SCHFSCHWAB STRATEGIC TR	5,001	$99K	0.04%	0	Timeline
ILCGISHARES TR	1,200	$97K	0.04%	0	Timeline
VAWVANGUARD WORLD FD	510	$96K	0.04%	0	Timeline
BOTZGLOBAL X FDS	3,369	$96K	0.04%	-1,240	Timeline
EPDENTERPRISE PRODS PARTNERS L	2,756	$95K	0.04%	+6	Timeline
DXYZDESTINY TECH100 INC	2,700	$95K	0.04%	+2,350	Timeline
ABTABBOTT LABORATORIES	698	$92K	0.04%	-11	Timeline
FDNFIRST TR EXCHANGE-TRADED FD	411	$91K	0.04%	0	Timeline
IYKISHARES TR	1,260	$90K	0.04%	0	Timeline
ITWILLINOIS TOOL WKS INC	357	$89K	0.04%	0	Timeline
IWMISHARES TR	442	$88K	0.04%	-115	Timeline
QQQMINVESCO EXCH TRADED FD TR II	454	$87K	0.04%	-230	Timeline
ZBHZIMMER BIOMET HOLDINGS INC	761	$87K	0.04%	-54	Timeline
DDOMINION ENERGY INC	1,525	$86K	0.04%	0	Timeline
WTRGESSENTIAL UTILS INC	2,130	$85K	0.04%	-654	Timeline
PSAPUBLIC STORAGE	284	$85K	0.04%	+3	Timeline
CCICROWN CASTLE INC	800	$83K	0.04%	+300	Timeline
TMTOYOTA MOTOR CORP	468	$83K	0.04%	+141	Timeline
HELEHELEN OF TROY LTD	1,540	$83K	0.04%	0	Timeline
BSXBOSTON SCIENTIFIC CORP	796	$80K	0.04%	-30	Timeline
DESWISDOMTREE TR	2,503	$80K	0.04%	+28	Timeline
SOSOUTHERN CO	865	$79K	0.04%	-168	Timeline
IBBISHARES TR	609	$79K	0.04%	0	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	449	$78K	0.04%	+8	Timeline
FEFIRSTENERGY CORP	1,966	$78K	0.04%	+14	Timeline
CRSCARPENTER TECHNOLOGY CORP	431	$78K	0.04%	+46	Timeline
AGNCAGNC INVT CORP	8,000	$77K	0.03%	0	Timeline
KRKROGER CO	1,137	$76K	0.03%	0	Timeline
CORCENCORA INC	272	$76K	0.03%	+30	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	1,286	$76K	0.03%	+337	Timeline
ADIANALOG DEVICES INC	368	$74K	0.03%	+2	Timeline
PKGPACKAGING CORP AMER	369	$74K	0.03%	+19	Timeline
EQTEQT CORP	1,383	$73K	0.03%	+918	Timeline
VSTVISTRA CORP	624	$73K	0.03%	+594	Timeline
VRPINVESCO EXCH TRADED FD TR II	2,967	$73K	0.03%	+15	Timeline
MDLZMONDELEZ INTL INC	1,052	$72K	0.03%	-6	Timeline
DLRDIGITAL RLTY TR INC	507	$72K	0.03%	-32	Timeline
XYLXYLEM INC	607	$71K	0.03%	-50	Timeline
EQIXEQUINIX INC	85	$71K	0.03%	0	Timeline
SDVYFIRST TR EXCHANGE TRADED FD	2,116	$71K	0.03%	+8	Timeline
IJRISHARES TR	650	$70K	0.03%	-133	Timeline
HUBSHUBSPOT INC	124	$70K	0.03%	0	Timeline
MARMARRIOTT INTL INC NEW	295	$70K	0.03%	+73	Timeline
MTBM & T BK CORP	390	$70K	0.03%	0	Timeline
INTUINTUIT	110	$68K	0.03%	+104	Timeline
MSIMOTOROLA SOLUTIONS INC	157	$68K	0.03%	+21	Timeline
YUMYUM BRANDS INC	429	$68K	0.03%	0	Timeline
IHFISHARES TR	1,274	$67K	0.03%	0	Timeline
VEUVANGUARD INTL EQUITY INDEX F	1,062	$65K	0.03%	-1,459	Timeline
ROKROCKWELL AUTOMATION INC	249	$65K	0.03%	0	Timeline
XLBSELECT SECTOR SPDR TR	730	$63K	0.03%	0	Timeline
BWXTBWX TECHNOLOGIES INC	632	$63K	0.03%	+417	Timeline
UTHRUNITED THERAPEUTICS CORP DEL	200	$62K	0.03%	0	Timeline
HIGHARTFORD INSURANCE GROUP INC	500	$62K	0.03%	0	Timeline
TXNTEXAS INSTRS INC	338	$61K	0.03%	+1	Timeline
HSICSCHEIN HENRY INC	870	$61K	0.03%	-100	Timeline
XMMOINVESCO EXCHANGE TRADED FD T	539	$60K	0.03%	+158	Timeline
XSLVINVESCO EXCH TRADED FD TR II	1,309	$60K	0.03%	+1	Timeline
XLESELECT SECTOR SPDR TR	627	$58K	0.03%	-164	Timeline
SHOPSHOPIFY INC	600	$58K	0.03%	0	Timeline
SHELSHELL PLC	798	$58K	0.03%	-202	Timeline
BAXBAXTER INTL INC	1,675	$58K	0.03%	0	Timeline
IRINGERSOLL RAND INC	714	$57K	0.03%	0	Timeline
AIQGLOBAL X FDS	1,565	$57K	0.03%	0	Timeline
CDNSCADENCE DESIGN SYSTEM INC	219	$56K	0.03%	+169	Timeline
OMCOMNICOM GROUP INC	659	$55K	0.02%	0	Timeline
KKELLANOVA	661	$55K	0.02%	0	Timeline
WDAYWORKDAY INC	224	$54K	0.02%	+160	Timeline
SNYSANOFI SA	965	$54K	0.02%	0	Timeline
KWRQUAKER HOUGHTON	440	$54K	0.02%	0	Timeline
ALABASTERA LABS INC	885	$53K	0.02%	+835	Timeline
IBMINTERNATIONAL BUSINESS MACHS	214	$53K	0.02%	+87	Timeline
KKRKKR & CO INC	450	$53K	0.02%	0	Timeline
OHIOMEGA HEALTHCARE INVS INC	1,400	$53K	0.02%	0	Timeline
PFFISHARES TR	1,695	$52K	0.02%	+9	Timeline
ZTSZOETIS INC	323	$52K	0.02%	+52	Timeline
VTRSVIATRIS INC	5,949	$52K	0.02%	-36	Timeline
JMUBJ P MORGAN EXCHANGE TRADED F	1,050	$52K	0.02%	+9	Timeline
ARCCARES CAPITAL CORP	2,300	$51K	0.02%	0	Timeline
TMPTOMPKINS FINL CORP	797	$50K	0.02%	0	Timeline
USALIBERTY ALL STAR EQUITY FD	7,595	$50K	0.02%	0	Timeline
SFLRINNOVATOR ETFS TRUST	1,573	$50K	0.02%	+1,106	Timeline
PFGPRINCIPAL FINANCIAL GROUP IN	583	$49K	0.02%	0	Timeline
LWLAMB WESTON HLDGS INC	897	$48K	0.02%	-80	Timeline
AKAMAKAMAI TECHNOLOGIES INC	600	$48K	0.02%	0	Timeline
GAUGFIRST TR EXCHNG TRADED FD VI	1,375	$48K	0.02%	0	Timeline
MANAGED PORTFOLIO SERIESMANAGED PORTFOLIO SERIES	991	$48K	0.02%	+4
IBITISHARES BITCOIN TRUST ETF	1,000	$47K	0.02%	0	Timeline
SEICSEI INVTS CO	600	$47K	0.02%	0	Timeline
GSLCGOLDMAN SACHS ETF TR	435	$47K	0.02%	-147	Timeline
IWNISHARES TR	313	$47K	0.02%	-104	Timeline
UBSIUNITED BANKSHARES INC WEST V	1,319	$46K	0.02%	0	Timeline
JPEFJ P MORGAN EXCHANGE TRADED F	722	$46K	0.02%	new	Timeline
KLACKLA CORP	65	$45K	0.02%	new	Timeline
IBKRINTERACTIVE BROKERS GROUP IN	275	$45K	0.02%	new	Timeline
FCXFREEPORT MCMORAN INC	1,137	$44K	0.02%	-649	Timeline
FTCSFIRST TR EXCHANGE-TRADED FD	489	$44K	0.02%	+192	Timeline
IFRAISHARES TR	920	$43K	0.02%	+401	Timeline
IRMIRON MTN INC DEL	500	$43K	0.02%	0	Timeline
MNSTMONSTER BEVERAGE CORP NEW	730	$43K	0.02%	-124	Timeline
RDVIFIRST TR EXCHANGE-TRADED FD	1,792	$43K	0.02%	new	Timeline
KNGFIRST TR EXCHANGE-TRADED FD	838	$43K	0.02%	+698	Timeline
DFAIDIMENSIONAL ETF TRUST	1,366	$43K	0.02%	+5	Timeline
VOVANGUARD INDEX FDS	163	$42K	0.02%	-41	Timeline
BRBROADRIDGE FINL SOLUTIONS IN	175	$42K	0.02%	0	Timeline
SCHWCHARLES SCHWAB CORP (THE)	519	$41K	0.02%	+4	Timeline
LINLINDE PLC	90	$41K	0.02%	0	Timeline
NLYANNALY CAPITAL MANAGEMENT IN	2,000	$41K	0.02%	0	Timeline
NKENIKE INC	630	$40K	0.02%	+65	Timeline
NXPINXP SEMICONDUCTORS N V	207	$40K	0.02%	+50	Timeline
MAINMAIN STR CAP CORP	700	$40K	0.02%	0	Timeline
SNPSSYNOPSYS INC	90	$39K	0.02%	0	Timeline
XLPSELECT SECTOR SPDR TR	460	$38K	0.02%	0	Timeline
AGGISHARES TR	376	$37K	0.02%	-2,252	Timeline
LRCXLAM RESEARCH CORP	520	$37K	0.02%	0	Timeline
VOXVANGUARD WORLD FD	249	$37K	0.02%	-29	Timeline
NFTYFIRST TR EXCH TRD ALPHDX FD	664	$37K	0.02%	+464	Timeline
QSRRESTAURANT BRANDS INTL INC	555	$37K	0.02%	0	Timeline
NUENUCOR CORP	305	$37K	0.02%	+65	Timeline
APOAPOLLO GLOBAL MGMT INC	269	$37K	0.02%	0	Timeline
JPCNUVEEN PFD & INCOME OPPORTUN	4,579	$37K	0.02%	+32	Timeline
SLXVANECK ETF TRUST	589	$37K	0.02%	-100	Timeline
CCITIGROUP INC	513	$36K	0.02%	+63	Timeline
IUSBISHARES TR	788	$36K	0.02%	-3,536	Timeline
HDVISHARES TR	296	$36K	0.02%	-256	Timeline
IYHISHARES TR	585	$36K	0.02%	0	Timeline
VNTVONTIER CORPORATION	1,101	$36K	0.02%	0	Timeline
DIGPROSHARES TR	862	$36K	0.02%	0	Timeline
SPGIS&P GLOBAL INC	67	$35K	0.02%	0	Timeline
BNDVANGUARD BD INDEX FDS	471	$35K	0.02%	-7,364	Timeline
HBANHUNTINGTON BANCSHARES INC	2,300	$35K	0.02%	+2	Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	664	$35K	0.02%	-58	Timeline
ALLEALLEGION PLC	270	$35K	0.02%	0	Timeline
OGIGALPS ETF TR	800	$35K	0.02%	+500	Timeline
AMERICAN CENTY ETF TRAMERICAN CENTY ETF TR	950	$35K	0.02%	-75
BPBP PLC	1,000	$34K	0.02%	-253	Timeline
SPHDINVESCO EXCH TRADED FD TR II	670	$34K	0.02%	0	Timeline
PMAYINNOVATOR ETFS TRUST	950	$34K	0.02%	0	Timeline
VTVANGUARD INTL EQUITY INDEX F	284	$33K	0.01%	0	Timeline
NEMNEWMONT CORP	675	$33K	0.01%	+640	Timeline
OREALTY INCOME CORP	575	$33K	0.01%	+175	Timeline
FXHFIRST TR EXCHANGE-TRADED FD	323	$33K	0.01%	0	Timeline
GRIDFIRST TR EXCHANGE-TRADED FD	297	$33K	0.01%	new	Timeline
CGUSCAPITAL GROUP CORE EQUITY ET	1,000	$33K	0.01%	0	Timeline
BUFFINNOVATOR ETFS TRUST	741	$33K	0.01%	-24,100	Timeline
VNQVANGUARD INDEX FDS	348	$32K	0.01%	0	Timeline
CTVACORTEVA INC	509	$32K	0.01%	+1	Timeline
DVNDEVON ENERGY CORP NEW	852	$32K	0.01%	+32	Timeline
EXCEXELON CORP	694	$32K	0.01%	+220	Timeline
MMM3M CO	215	$32K	0.01%	0	Timeline
SCISERVICE CORP INTL	400	$32K	0.01%	0	Timeline
PMARINNOVATOR ETFS TRUST	800	$32K	0.01%	0	Timeline
MAGSLISTED FDS TR	704	$32K	0.01%	+454	Timeline
WENWENDYS CO	2,125	$31K	0.01%	0	Timeline
BUFBINNOVATOR ETFS TRUST	975	$31K	0.01%	0	Timeline
EMEEMCOR GROUP INC	80	$30K	0.01%	new	Timeline
VODVODAFONE GROUP PLC	3,159	$30K	0.01%	+1,250	Timeline
GSKGSK PLC	766	$30K	0.01%	-760	Timeline
NOBLPROSHARES TR	289	$30K	0.01%	0	Timeline
EIPIFIRST TR EXCHNG TRADED FD VI	1,479	$30K	0.01%	new	Timeline
VFHVANGUARD WORLD FD	251	$30K	0.01%	0	Timeline
BABOEING CO	179	$29K	0.01%	0	Timeline
CNICANADIAN NATL RY CO	300	$29K	0.01%	0	Timeline
FISFIDELITY NATL INFORMATION SV	389	$29K	0.01%	+250	Timeline
SOLVSOLVENTUM CORP	387	$29K	0.01%	0	Timeline
LULULULULEMON ATHLETICA INC	100	$28K	0.01%	0	Timeline
DOWDOW HLDGS INC	812	$28K	0.01%	0	Timeline
TSCOTRACTOR SUPPLY CO	502	$28K	0.01%	-210	Timeline
VLOVALERO ENERGY CORP	213	$28K	0.01%	+130	Timeline
FPEFIRST TR EXCH TRADED FD III	1,525	$28K	0.01%	new	Timeline
PDBCINVESCO ACTVELY MNGD ETC FD	2,132	$28K	0.01%	0	Timeline
PKWINVESCO EXCHANGE TRADED FD T	247	$28K	0.01%	+85	Timeline
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS	1,038	$28K	0.01%	0
FEXFIRST TR EXCHANGE-TRADED ALP	274	$28K	0.01%	+1	Timeline
AMTAMERICAN TOWER CORP	122	$27K	0.01%	-11	Timeline
HEFAISHARES TR	743	$27K	0.01%	new	Timeline
BABAALIBABA GROUP HLDG LTD	206	$27K	0.01%	+196	Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	334	$27K	0.01%	-387	Timeline
UNFIUNITED NAT FOODS INC	1,000	$27K	0.01%	0	Timeline
SOFISOFI TECHNOLOGIES INC	2,300	$27K	0.01%	+2,200	Timeline
CITHE CIGNA GROUP	79	$26K	0.01%	0	Timeline
VOTVANGUARD INDEX FDS	103	$26K	0.01%	0	Timeline
HELOJ P MORGAN EXCHANGE TRADED F	435	$26K	0.01%	+401	Timeline
YUMCYUM CHINA HLDGS INC	509	$26K	0.01%	0	Timeline
SGOVISHARES TR	247	$25K	0.01%	-800	Timeline
BNYBANK OF NY MELLON CORP	298	$25K	0.01%	0	Timeline
FHIFEDERATED HERMES INC	615	$25K	0.01%	0	Timeline
GOODGLADSTONE COMMERCIAL CORP	1,700	$25K	0.01%	0	Timeline
NPFDNUVEEN VRIABL RAT PFD & INM	1,335	$25K	0.01%	+23	Timeline
PGHYINVESCO EXCH TRADED FD TR II	1,296	$25K	0.01%	+982	Timeline
MNDYMONDAY COM LTD	100	$24K	0.01%	new	Timeline
BALTINNOVATOR ETFS TRUST	760	$24K	0.01%	new	Timeline
BKNGBOOKING HOLDINGS INC	5	$23K	0.01%	new	Timeline
CIBRFIRST TR EXCHANGE-TRADED FD	351	$23K	0.01%	+150	Timeline
XIGDXVOYA GLBL EQTY DIV & PREM OP	4,000	$23K	0.01%	0	Timeline
PHOINVESCO EXCHANGE TRADED FD T	356	$23K	0.01%	0	Timeline
MISLFIRST TR EXCHANGE-TRADED FD	770	$23K	0.01%	+417	Timeline
PGJINVESCO EXCHANGE TRADED FD T	775	$23K	0.01%	0	Timeline
BNDXVANGUARD CHARLOTTE FDS	448	$22K	0.01%	-611	Timeline
LNGCHENIERE ENERGY INC	95	$22K	0.01%	+40	Timeline
FANGDIAMONDBACK ENERGY INC	135	$22K	0.01%	+50	Timeline
WSTWEST PHARMACEUTICAL SVSC INC	100	$22K	0.01%	0	Timeline
WELLWELLTOWER INC	142	$22K	0.01%	0	Timeline
SLFSUN LIFE FINANCIAL INC.	370	$22K	0.01%	0	Timeline
FNFFIDELITY NATL FINL INC	336	$22K	0.01%	0	Timeline
BLVVANGUARD BD INDEX FDS	309	$22K	0.01%	+3	Timeline
SCZISHARES TR	336	$21K	0.01%	-220	Timeline
LHXL3HARRIS TECHNOLOGIES INC	100	$21K	0.01%	0	Timeline
XCHYXCALAMOS CONV & HIGH INCOME F	2,100	$21K	0.01%	0	Timeline
IAGGISHARES TR	423	$21K	0.01%	0	Timeline
BARRICK GOLD CORPBARRICK GOLD CORP	1,091	$21K	0.01%	0
VUSBVANGUARD BD INDEX FDS	410	$20K	0.01%	new	Timeline
VTWOVANGUARD SCOTTSDALE FDS	255	$20K	0.01%	+2	Timeline
CFCF INDUSTRIES HOLD	250	$20K	0.01%	0	Timeline
AEEAMEREN CORP	200	$20K	0.01%	0	Timeline
GOFGUGGENHEIM STRATEGIC OPPORTU	1,275	$20K	0.01%	+960	Timeline
PGXINVESCO EXCH TRADED FD TR II	1,752	$20K	0.01%	+26	Timeline
LITGLOBAL X FDS	506	$20K	0.01%	0	Timeline
IGOVISHARES TR	500	$20K	0.01%	new	Timeline
INDYISHARES TR	410	$20K	0.01%	+220	Timeline
AVUVAMERICAN CENTY ETF TR	206	$19K	0.01%	new	Timeline
FELGFIDELITY COVINGTON TRUST	592	$19K	0.01%	+1	Timeline
IXNISHARES TR	250	$19K	0.01%	0	Timeline
RITMRITHM CAPITAL CORP	1,700	$19K	0.01%	0	Timeline

Sold out in Q1 2025

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

Security	Shares before	Value before	Type
ARTNAARTESIAN RES CORP	1,000	$32K	shares
VGITVANGUARD SCOTTSDALE FDS	366	$21K	shares
THQABRDN HEALTHCARE OPPORTUNITI	1,000	$19K	shares
ITBISHARES TR	150	$16K	shares
GPNGLOBAL PMTS INC	131	$15K	shares
GXOGXO LOGISTICS INCORPORATED	280	$12K	shares
REVELYST INCREVELYST INC	648	$12K	shares
AIZASSURANT INC	50	$11K	shares
INVHINVITATION HOMES INC	280	$9K	shares
ETDETHAN ALLEN INTERIORS INC	300	$8K	shares
SLYVSPDR SERIES TRUST	82	$7K	shares
IEIISHARES TR	62	$7K	shares
IWOISHARES TR	24	$7K	shares
VPLVANGUARD INTL EQUITY INDEX F	87	$6K	shares
VXUSVANGUARD STAR FDS	100	$6K	shares
LVSLAS VEGAS SANDS CORP	100	$6K	shares
AMBAAMBARELLA INC	76	$6K	shares
CENTCENTRAL GARDEN & PET CO	150	$6K	shares
IVLUISHARES TR	182	$5K	shares
VTIPVANGUARD MALVERN FDS	103	$5K	shares
BAPCREDICORP LTD	30	$5K	shares
SDIVGLOBAL X FDS	222	$5K	shares
GRNYTIDAL TRUST I	231	$4K	shares
GLADGLADSTONE CAP CORP	155	$4K	shares
VGKVANGUARD INTL EQUITY INDEX F	50	$3K	shares
VCITVANGUARD SCOTTSDALE FDS	38	$3K	shares
VSHVISHAY INTERTECHNOLOGY INC	200	$3K	shares
PODDINSULET CORP	10	$3K	shares
CTRACOTERRA ENERGY INC	60	$3K	shares
IDVISHARES TR	100	$3K	shares
XEVVXEATON VANCE LIMITED DURATION	356	$3K	shares
OLNOLIN CORP	100	$3K	shares
DFSDDIMENSIONAL ETF TRUST	71	$3K	shares
GABGABELLI EQUITY TR INC	303	$2K	shares
ABRDN GLOBAL PREMIER PPTYS FABRDN GLOBAL PREMIER PPTYS F	400	$2K	shares
FJULFIRST TR EXCHNG TRADED FD VI	47	$2K	shares
JFRNUVEEN FLOATING RATE INCOME	250	$2K	shares
AVEMAMERICAN CENTY ETF TR	20	$1K	shares
VXFVANGUARD INDEX FDS	3	$1K	shares
SCHZSCHWAB STRATEGIC TR	56	$1K	shares
PDTHANCOCK JOHN PREM DIVID FD	114	$1K	shares
AVDVAMERICAN CENTY ETF TR	0	$0	shares
VCSHVANGUARD SCOTTSDALE FDS	0	$0	shares
IEFISHARES TR	0	$0	shares
IEURISHARES TR	0	$0	shares
SPHSUBURBAN PROPANE PARTNERS L	0	$0	shares

How Q1 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).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0000046392-25-000002	base		2025-05-05	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC