Heritage Wealth Advisors

13F filer, CIK 1591122, RICHMOND, VA

Heritage Wealth Advisors reported $2,016,809,484 across 639 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-12. Its ten largest share positions make up 49.03% of the portfolio.

Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001591122-25-000002

Period: 2024-12-31
Reported value: $2.02B
Holdings: 639
Top 10 weight: 49.03%
New: 29
Sold out: 26

Largest buys vs the previous quarter

Security	Shares change	Approx. value
MRKadded	+40,230	$4M
CMCSAadded	+87,941	$3.3M
IEFAadded	+42,201	$2.97M
GOOGadded	+12,321	$2.35M
JNJadded	+15,778	$2.28M

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
VOOreduced	-48,396	-$26.1M
IVVreduced	-35,399	-$20.8M
MKLreduced	-6,680	-$11.5M
BNreduced	-94,058	-$5.4M
SPYreduced	-8,410	-$4.93M

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, Q4 2024

Share positions as resolved from 13F-HR 0001591122-25-000002, largest first. % of portfolio is the value over $2,016,809,484, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IVVISHARES TR	600,566	$354M	17.53%	-35,399	Timeline
IEFAISHARES TR	1,732,680	$122M	6.04%	+42,201	Timeline
MSFTMICROSOFT CORP	164,753	$69.4M	3.44%	-5,102	Timeline
ITOTISHARES TR	529,279	$68.1M	3.38%	-3,542	Timeline
AAPLAPPLE INC	269,976	$67.6M	3.35%	-16,537	Timeline
IWSISHARES TR	514,623	$66.6M	3.3%	+16,570	Timeline
GOOGALPHABET INC	347,600	$66.2M	3.28%	+12,321	Timeline
BNBROOKFIELD CORP	1,071,739	$61.6M	3.05%	-94,058	Timeline
UNHUNITEDHEALTH GROUP INC	113,082	$57.2M	2.84%	+1,177	Timeline
MAMASTERCARD INCORPORATED	108,091	$56.9M	2.82%	-1,943	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	96,620	$56.6M	2.81%	-8,410	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	122,039	$55.3M	2.74%	-7,822	Timeline
RTXRTX CORPORATION	470,076	$54.4M	2.7%	-7,437	Timeline
MRKMERCK & CO INC	534,970	$53.2M	2.64%	+40,230	Timeline
ADPAUTOMATIC DATA PROCESSING IN	179,835	$52.6M	2.61%	-3,171	Timeline
JNJJOHNSON & JOHNSON	326,628	$47.2M	2.34%	+15,778	Timeline
WMTWALMART INC	500,583	$45.2M	2.24%	-50,838	Timeline
CMCSACOMCAST CORP NEW	1,200,136	$45M	2.23%	+87,941	Timeline
PGRPROGRESSIVE CORP	185,998	$44.6M	2.21%	-11,283	Timeline
IEMGISHARES INC	847,675	$44.3M	2.19%	+17,008	Timeline
COPCONOCOPHILLIPS	419,959	$41.6M	2.07%	+21,380	Timeline
PEPPEPSICO INC	271,118	$41.2M	2.04%	+6,735	Timeline
HDHOME DEPOT INC	89,918	$35M	1.73%	-3,936	Timeline
UNPUNION PAC CORP	149,836	$34.2M	1.69%	+1,302	Timeline
DUKDUKE ENERGY CORP NEW	316,728	$34.1M	1.69%	-894	Timeline
MCDMCDONALDS CORP	110,231	$32M	1.58%	-2,926	Timeline
WMBWILLIAMS COS INC	408,431	$22.1M	1.1%	-73,521	Timeline
VTVANGUARD INTL EQUITY INDEX F	164,182	$19.3M	0.96%	-24,130	Timeline
ACWXISHARES TR	309,464	$16.1M	0.8%	0	Timeline
EFAISHARES TR	168,502	$12.7M	0.63%	-2,270	Timeline
MKLMARKEL GROUP INC	7,220	$12.5M	0.62%	-6,680	Timeline
EPDENTERPRISE PRODS PARTNERS L	371,864	$11.7M	0.58%	+1,532	Timeline
PMPHILIP MORRIS INTL INC	78,906	$9.5M	0.47%	-1,698	Timeline
VIGVANGUARD SPECIALIZED FUNDS	48,062	$9.41M	0.47%	+146	Timeline
AMZNAMAZON COM INC	30,453	$6.68M	0.33%	-250	Timeline
VVISA INC	20,213	$6.39M	0.32%	+95	Timeline
NVDANVIDIA CORPORATION	45,328	$6.09M	0.3%	-7,403	Timeline
IVWISHARES TR	59,715	$6.06M	0.3%	-17	Timeline
GOOGLALPHABET INC	28,360	$5.37M	0.27%	+257	Timeline
EEMISHARES TR	121,558	$5.08M	0.25%	-182	Timeline
MOALTRIA GROUP INC	89,556	$4.68M	0.23%	-1,356	Timeline
XLKSELECT SECTOR SPDR TR	19,316	$4.49M	0.22%	0	Timeline
IJJISHARES TR	37,748	$4M	0.2%	0	Timeline
VOOVANGUARD INDEX FDS	7,105	$3.83M	0.19%	-48,396	Timeline
FRFHFFAIRFAX FINANCIAL HLDGS LTD	2,684	$3.73M	0.19%	-2,577	Timeline
OEFISHARES TR	12,455	$3.6M	0.18%	-849	Timeline
XOMEXXON MOBIL CORP	33,299	$3.58M	0.18%	-1,054	Timeline
VALQAMERICAN CENTY ETF TR	51,269	$3.13M	0.16%	+1,021	Timeline
JPMJPMORGAN CHASE & CO	12,469	$2.99M	0.15%	-163	Timeline
COSTCOSTCO WHOLESALE CORPORATION	3,025	$2.77M	0.14%	-101	Timeline
LOWLOWES COS INC	9,971	$2.46M	0.12%	-126	Timeline
RSPINVESCO EXCHANGE TRADED FD T	13,798	$2.42M	0.12%	+556	Timeline
CSXCSX CORP	71,736	$2.31M	0.11%	+24	Timeline
VOVANGUARD INDEX FDS	8,399	$2.22M	0.11%	+71	Timeline
ORCLORACLE CORP	13,257	$2.21M	0.11%	-975	Timeline
RJFRAYMOND JAMES FINL INC	13,416	$2.08M	0.1%	-176	Timeline
IWRISHARES TR	23,521	$2.08M	0.1%	-52	Timeline
1/100 Berkshire Hath A1/100 Berkshire Hath A	300	$2.04M	0.1%	0
ESGDISHARES TR	26,372	$2.01M	0.1%	+346	Timeline
MDLZMONDELEZ INTL INC	33,337	$1.99M	0.1%	-119	Timeline
TFCTRUIST FINL CORP	40,259	$1.75M	0.09%	-642	Timeline
VTIVANGUARD INDEX FDS	5,862	$1.7M	0.08%	+62	Timeline
PGPROCTER & GAMBLE CO	9,840	$1.65M	0.08%	-1,388	Timeline
ELVELEVANCE HEALTH INC FORMERLY	4,252	$1.57M	0.08%	-221	Timeline
ABBVABBVIE INC	8,657	$1.54M	0.08%	-771	Timeline
CVXCHEVRON CORPORATION	10,435	$1.51M	0.07%	-706	Timeline
UVVUNIVERSAL CORP VA MTNS BK EN	26,605	$1.46M	0.07%	+189	Timeline
XLUSELECT SECTOR SPDR TR	17,180	$1.3M	0.06%	-20,831	Timeline
IWBISHARES TR	4,010	$1.29M	0.06%	0	Timeline
ESGEISHARES INC	38,614	$1.29M	0.06%	-223	Timeline
TTTRANE TECHNOLOGIES PLC	3,415	$1.26M	0.06%	+5	Timeline
CSCOCISCO SYS INC	21,265	$1.26M	0.06%	-242	Timeline
BACBANK OF AMER CORP	27,699	$1.22M	0.06%	-132	Timeline
QQQINVESCO QQQ TR	2,278	$1.16M	0.06%	-801	Timeline
ABTABBOTT LABORATORIES	10,289	$1.16M	0.06%	-457	Timeline
NSCNORFOLK SOUTHN CORP	4,908	$1.15M	0.06%	-11	Timeline
GLDMWORLD GOLD TR	21,975	$1.14M	0.06%	-108	Timeline
IWMISHARES TR	5,157	$1.14M	0.06%	-35	Timeline
DFACDIMENSIONAL ETF TRUST	32,405	$1.12M	0.06%	0	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	2,125	$1.11M	0.05%	-316	Timeline
QCOMQUALCOMM INC	6,952	$1.07M	0.05%	+177	Timeline
BLKBLACKROCK INC	1,039	$1.07M	0.05%	-22	Timeline
KOCOCA COLA CO	16,620	$1.03M	0.05%	+7	Timeline
ZTSZOETIS INC	6,269	$1.02M	0.05%	-374	Timeline
METAMETA PLATFORMS INC	1,664	$974K	0.05%	+36	Timeline
ISRGINTUITIVE SURGICAL INC	1,866	$974K	0.05%	-76	Timeline
NUMVNUSHARES ETF TR	27,038	$941K	0.05%	-148	Timeline
CATCATERPILLAR INC	2,570	$932K	0.05%	+2	Timeline
NFLXNETFLIX INC.	1,003	$894K	0.04%	+2	Timeline
LLYELI LILLY & CO	1,128	$871K	0.04%	+9	Timeline
UDRUDR INC	19,913	$864K	0.04%	0	Timeline
AMATAPPLIED MATLS INC	5,236	$852K	0.04%	-30	Timeline
IBMINTERNATIONAL BUSINESS MACHS	3,787	$832K	0.04%	-289	Timeline
XLFSELECT SECTOR SPDR TR	16,909	$817K	0.04%	0	Timeline
IWPISHARES TR	6,434	$816K	0.04%	0	Timeline
AMGNAMGEN INC	3,123	$814K	0.04%	-104	Timeline
BXBLACKSTONE INC	4,693	$809K	0.04%	-378	Timeline
AUBATLANTIC UN BANKSHARES CORP	21,244	$805K	0.04%	0	Timeline
INTUINTUIT	1,264	$794K	0.04%	-287	Timeline
DDOMINION ENERGY INC	14,748	$794K	0.04%	+114	Timeline
MSTRSTRATEGY INC	2,653	$768K	0.04%	new	Timeline
HONHONEYWELL INTL INC	3,393	$766K	0.04%	+2	Timeline
AVGOBROADCOM INC	3,286	$762K	0.04%	+69	Timeline
ITWILLINOIS TOOL WKS INC	2,995	$759K	0.04%	-13	Timeline
XLVSELECT SECTOR SPDR TR	5,383	$741K	0.04%	+259	Timeline
EMREMERSON ELEC CO	5,957	$738K	0.04%	-20	Timeline
GLDSPDR GOLD TR	3,029	$733K	0.04%	-78	Timeline
FISVFISERV INC	3,519	$723K	0.04%	-45	Timeline
NEUNEWMARKET CORP	1,340	$708K	0.04%	+589	Timeline
UBSIUNITED BANKSHARES INC WEST V	18,544	$696K	0.03%	-3,380	Timeline
MSMORGAN STANLEY	5,432	$683K	0.03%	+15	Timeline
IJSISHARES TR	6,270	$681K	0.03%	0	Timeline
GSGOLDMAN SACHS GROUP INC	1,157	$663K	0.03%	-85	Timeline
TXNTEXAS INSTRS INC	3,510	$658K	0.03%	-79	Timeline
IWNISHARES TR	4,000	$657K	0.03%	0	Timeline
VTVVANGUARD INDEX FDS	3,787	$641K	0.03%	0	Timeline
SBUXSTARBUCKS CORP	6,935	$633K	0.03%	-556	Timeline
VOOVVANGUARD ADMIRAL FDS INC	3,392	$626K	0.03%	+30	Timeline
ADBEADOBE INC	1,401	$623K	0.03%	-151	Timeline
ACHACCENDRA HEALTH INC	46,894	$613K	0.03%	0	Timeline
GEGE AEROSPACE	3,639	$607K	0.03%	-124	Timeline
TYTRI CONTL CORP	19,028	$603K	0.03%	-1,155	Timeline
IYHISHARES TR	10,300	$600K	0.03%	0	Timeline
DEODIAGEO PLC	4,628	$588K	0.03%	0	Timeline
VGTVANGUARD WORLD FD	938	$583K	0.03%	0	Timeline
PLYMPLYMOUTH INDUSTRIAL REIT INC	32,674	$582K	0.03%	-426	Timeline
FAIRFAX INDIAFAIRFAX INDIA	36,200	$580K	0.03%	0
KMXCARMAX INC	6,931	$567K	0.03%	-1,048	Timeline
WMWASTE MGMT INC DEL	2,806	$566K	0.03%	-13	Timeline
APDAIR PRODUCTS AND CHEMICALS I	1,864	$541K	0.03%	+2	Timeline
CTASCINTAS CORP	2,928	$535K	0.03%	-388	Timeline
MARMARRIOTT INTL INC NEW	1,891	$527K	0.03%	0	Timeline
SOSOUTHERN CO	6,327	$521K	0.03%	+153	Timeline
VNQVANGUARD INDEX FDS	5,709	$509K	0.03%	0	Timeline
SYYSYSCO CORP	6,584	$503K	0.02%	0	Timeline
GDGENERAL DYNAMICS CORP	1,902	$501K	0.02%	-2,166	Timeline
VEAVANGUARD TAX-MANAGED FDS	10,333	$494K	0.02%	+472	Timeline
BRBROADRIDGE FINL SOLUTIONS IN	2,138	$483K	0.02%	+2	Timeline
VUGVANGUARD INDEX FDS	1,166	$478K	0.02%	-575	Timeline
URIUNITED RENTALS INC	669	$471K	0.02%	+2	Timeline
VYMVANGUARD WHITEHALL FDS	3,687	$470K	0.02%	0	Timeline
UPSUNITED PARCEL SVCS INC	3,707	$468K	0.02%	+11	Timeline
NEENEXTERA ENERGY INC	6,317	$453K	0.02%	-2,921	Timeline
AJGGALLAGHER ARTHUR J & CO	1,498	$425K	0.02%	0	Timeline
AXPAMERICAN EXPRESS CO	1,430	$424K	0.02%	+4	Timeline
TGTTARGET CORP	3,116	$421K	0.02%	-361	Timeline
MCKMCKESSON CORP	721	$411K	0.02%	-148	Timeline
PICKISHARES INC	11,700	$409K	0.02%	0	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	7,016	$402K	0.02%	-100	Timeline
AGGISHARES TR	4,144	$402K	0.02%	+24	Timeline
PAYXPAYCHEX INC	2,810	$394K	0.02%	-109	Timeline
FTNTFORTINET INC	4,057	$383K	0.02%	0	Timeline
ACNACCENTURE PLC IRELAND	1,065	$375K	0.02%	-31	Timeline
PNCPNC FINL SVCS GROUP INC	1,935	$373K	0.02%	+4	Timeline
DOVDOVER CORP	1,980	$371K	0.02%	0	Timeline
DHRDANAHER CORP DEL	1,610	$370K	0.02%	-244	Timeline
VZVERIZON COMMUNICATIONS INC	9,170	$367K	0.02%	+196	Timeline
BAMBROOKFIELD ASSET MANAGMT LTD	6,673	$362K	0.02%	-3,180	Timeline
CBRECBRE GROUP INC	2,637	$346K	0.02%	-43	Timeline
FASTFASTENAL CO	4,634	$333K	0.02%	-140	Timeline
TDYTELEDYNE TECHNOLOGIES INC	708	$329K	0.02%	0	Timeline
VHTVANGUARD WORLD FD	1,262	$320K	0.02%	0	Timeline
NTAPNETAPP INC	2,730	$317K	0.02%	0	Timeline
VOEVANGUARD INDEX FDS	1,949	$315K	0.02%	0	Timeline
IJTISHARES TR	2,288	$310K	0.02%	0	Timeline
CITHE CIGNA GROUP	1,113	$307K	0.02%	-150	Timeline
BIIBBIOGEN INC	2,000	$306K	0.02%	0	Timeline
MMM3M CO	2,314	$299K	0.01%	0	Timeline
GEVGE VERNOVA INC	906	$298K	0.01%	0	Timeline
DVYISHARES TR	2,260	$297K	0.01%	0	Timeline
AONAON PLC	822	$295K	0.01%	+3	Timeline
DIASTATE STR SPDR DOW JONES IND	666	$283K	0.01%	0	Timeline
DEDEERE & CO	667	$283K	0.01%	+2	Timeline
CRMSALESFORCE INC	845	$283K	0.01%	-229	Timeline
HEFAISHARES TR	8,103	$282K	0.01%	0	Timeline
NOCNORTHROP GRUMMAN CORP	594	$279K	0.01%	-125	Timeline
NUENUCOR CORP	2,269	$265K	0.01%	+136	Timeline
CBCHUBB LIMITED	947	$262K	0.01%	-151	Timeline
ALBALBEMARLE CORP	3,018	$260K	0.01%	+3	Timeline
AMDADVANCED MICRO DEVICES INC	2,146	$259K	0.01%	+18	Timeline
PFEPFIZER INC	9,550	$253K	0.01%	0	Timeline
BRBSBLUE RIDGE BANKSHARES INC VA	78,305	$252K	0.01%	0	Timeline
IRINGERSOLL RAND INC	2,728	$247K	0.01%	+5	Timeline
KMBKIMBERLY-CLARK CORP	1,817	$238K	0.01%	-60	Timeline
IRMIRON MTN INC DEL	2,222	$234K	0.01%	0	Timeline
APHAMPHENOL CORP	3,361	$233K	0.01%	0	Timeline
ALLALLSTATE CORP	1,206	$233K	0.01%	+1	Timeline
IBBISHARES TR	1,750	$231K	0.01%	0	Timeline
COFCAPITAL ONE FINL CORP	1,285	$229K	0.01%	0	Timeline
THGHANOVER INS GROUP INC	1,480	$229K	0.01%	0	Timeline
KHCKRAFT HEINZ CO	7,428	$228K	0.01%	+34	Timeline
PHPARKER-HANNIFIN CORP	355	$226K	0.01%	+3	Timeline
SBRASABRA HEALTH CARE REIT INC	12,971	$225K	0.01%	0	Timeline
IJHISHARES TR	3,595	$224K	0.01%	-1,500	Timeline
KNSLKINSALE CAP GROUP INC	475	$221K	0.01%	0	Timeline
GILDGILEAD SCIENCES INC	2,314	$214K	0.01%	0	Timeline
ENBENBRIDGE INC	5,011	$213K	0.01%	0	Timeline
BABOEING CO	1,193	$211K	0.01%	0	Timeline
MAINMAIN STR CAP CORP	3,600	$211K	0.01%	0	Timeline
VXUSVANGUARD STAR FDS	3,562	$210K	0.01%	+55	Timeline
DISDISNEY WALT CO	1,770	$197K	0.01%	-4,681	Timeline
PRUPRUDENTIAL FINL INC	1,654	$196K	0.01%	-112	Timeline
CPCANADIAN PACIFIC KANSAS CITY	2,625	$190K	0.01%	0	Timeline
VBVANGUARD INDEX FDS	788	$189K	0.01%	0	Timeline
VTIPVANGUARD MALVERN FDS	3,810	$184K	0.01%	-5,909	Timeline
LHXL3HARRIS TECHNOLOGIES INC	874	$184K	0.01%	-10	Timeline
SRESEMPRA	2,092	$184K	0.01%	0	Timeline
GLWCORNING INC	3,840	$182K	0.01%	-50	Timeline
APOAPOLLO GLOBAL MGMT INC	1,100	$182K	0.01%	0	Timeline
HCAHCA HEALTHCARE INC	592	$178K	0.01%	-106	Timeline
EHCENCOMPASS HEALTH CORP	1,918	$177K	0.01%	0	Timeline
CNICANADIAN NATL RY CO	1,731	$176K	0.01%	0	Timeline
DXCMDEXCOM INC	2,236	$174K	0.01%	0	Timeline
MUMICRON TECHNOLOGY INC	2,052	$173K	0.01%	+8	Timeline
AVBAVALONBAY CMNTYS INC	781	$172K	0.01%	-223	Timeline
AVYAVERY DENNISON CORP	911	$170K	0.01%	0	Timeline
WRBBERKLEY W R CORP	2,863	$168K	0.01%	0	Timeline
KBESPDR SERIES TRUST	2,989	$166K	0.01%	-615	Timeline
INTCINTEL CORP	8,244	$165K	0.01%	0	Timeline
PLDPROLOGIS INC.	1,558	$165K	0.01%	+46	Timeline
FFORD MTR CO	16,278	$161K	0.01%	-114	Timeline
UNILEVER PLCUNILEVER PLC	2,815	$160K	0.01%	0
NVONOVO-NORDISK A S	1,850	$159K	0.01%	0	Timeline
EWEDWARDS LIFESCIENCES CORP	2,129	$158K	0.01%	+11	Timeline
TRVTRAVELERS COMPANIES INC	626	$151K	0.01%	-396	Timeline
ROSTROSS STORES INC	980	$148K	0.01%	0	Timeline
NVSNOVARTIS AG	1,505	$146K	0.01%	0	Timeline
TSLATESLA INC	357	$144K	0.01%	+8	Timeline
BNDVANGUARD BD INDEX FDS	1,975	$142K	0.01%	+10	Timeline
XBISPDR SERIES TRUST	1,577	$142K	0.01%	0	Timeline
IGFISHARES TR	2,713	$142K	0.01%	+44	Timeline
AMPAMERIPRISE FINL INC	257	$137K	0.01%	+3	Timeline
TTCTORO CO	1,670	$134K	0.01%	0	Timeline
EPREPR PPTYS	3,000	$133K	0.01%	0	Timeline
XLBSELECT SECTOR SPDR TR	1,573	$132K	0.01%	0	Timeline
XLCSELECT SECTOR SPDR TR	1,311	$127K	0.01%	0	Timeline
WFCWELLS FARGO & CO	1,806	$127K	0.01%	0	Timeline
TJXTJX COS INC NEW	1,035	$125K	0.01%	+6	Timeline
ATRAPTARGROUP INC	770	$121K	0.01%	0	Timeline
DESWISDOMTREE TR	3,469	$119K	0.01%	0	Timeline
SCHXSCHWAB STRATEGIC TR	5,126	$119K	0.01%	+3,324	Timeline
GPCGENUINE PARTS CO	1,000	$117K	0.01%	0	Timeline
AEPAMERICAN ELEC PWR CO INC	1,257	$116K	0.01%	0	Timeline
PTCPTC INC	614	$113K	0.01%	-11	Timeline
SPYVSPDR SERIES TRUST	2,200	$113K	0.01%	0	Timeline
LUVSOUTHWEST AIRLS CO	3,275	$110K	0.01%	+17	Timeline
NXPINXP SEMICONDUCTORS N V	529	$110K	0.01%	-42	Timeline
GILGILDAN ACTIVEWEAR INC	2,311	$109K	0.01%	0	Timeline
CCITIGROUP INC	1,443	$102K	0.01%	+5	Timeline
MSIMOTOROLA SOLUTIONS INC	212	$97.8K	<0.01%	-109	Timeline
SCHWCHARLES SCHWAB CORP (THE)	1,313	$97.2K	<0.01%	+4	Timeline
OKEONEOK INC NEW	941	$94.5K	<0.01%	-6	Timeline
KRKROGER CO	1,538	$94K	<0.01%	+16	Timeline
PALLABRDN PALLADIUM ETF TRUST	1,125	$94K	<0.01%	0	Timeline
BDXBECTON DICKINSON & CO	407	$92.2K	<0.01%	0	Timeline
STXSEAGATE TECHNOLOGY HLDNGS PL	1,064	$91.8K	<0.01%	+2	Timeline
ETENERGY TRANSFER L P	4,660	$91.3K	<0.01%	+460	Timeline
ARCCARES CAPITAL CORP	4,150	$90.8K	<0.01%	-7,700	Timeline
DGXQUEST DIAGNOSTICS INC	602	$90.8K	<0.01%	+2	Timeline
VISVANGUARD WORLD FD	357	$90.8K	<0.01%	-300	Timeline
SLVISHARES SILVER TR	3,382	$89K	<0.01%	-650	Timeline
ADIANALOG DEVICES INC	418	$88.9K	<0.01%	-284	Timeline
GMGENERAL MTRS CO	1,651	$87.9K	<0.01%	+9	Timeline
NSRGYNESTLE SA-SPONS ADR	1,075	$87.8K	<0.01%	0	Timeline
STNSTANTEC INC	1,115	$87.5K	<0.01%	0	Timeline
JBHTHUNT J B TRANS SVCS INC	512	$87.4K	<0.01%	+2	Timeline
TAT&T INC	3,836	$87.3K	<0.01%	+751	Timeline
MRSHMARSH & MCLENNAN COS INC	394	$83.7K	<0.01%	+6	Timeline
OREALTY INCOME CORP	1,563	$83.5K	<0.01%	-57	Timeline
GENGEN DIGITAL INC	3,005	$82.3K	<0.01%	0	Timeline
HUNHUNTSMAN CORP	4,500	$81.1K	<0.01%	0	Timeline
NKENIKE INC	1,069	$80.9K	<0.01%	-56	Timeline
GNWGENWORTH FINL INC	11,480	$80.2K	<0.01%	0	Timeline
ROKUROKU INC	1,067	$79.3K	<0.01%	0	Timeline
KLACKLA CORP	125	$78.8K	<0.01%	0	Timeline
QUALISHARES TR	435	$77.5K	<0.01%	-70	Timeline
VEUVANGUARD INTL EQUITY INDEX F	1,336	$76.7K	<0.01%	+14	Timeline
BPBP PLC	2,548	$75.3K	<0.01%	-300	Timeline
RYROYAL BK CDA	600	$72.3K	<0.01%	0	Timeline
INGRINGREDION INC	522	$71.8K	<0.01%	0	Timeline
CEFSPROTT ASSET MANAGEMENT LP	3,000	$71.3K	<0.01%	0	Timeline
XELXCEL ENERGY INC	1,040	$70.2K	<0.01%	+640	Timeline
CHCOCITY HLDG CO	581	$68.8K	<0.01%	0	Timeline
USBUS BANCORP	1,428	$68.3K	<0.01%	0	Timeline
VLOVALERO ENERGY CORP	555	$68K	<0.01%	0	Timeline
IDXXIDEXX LABS INC	164	$67.8K	<0.01%	0	Timeline
DGROISHARES TR	1,104	$67.7K	<0.01%	-185	Timeline
QBTSD-WAVE QUANTUM INC	7,985	$67.1K	<0.01%	new	Timeline
CMECME GROUP INC	286	$66.4K	<0.01%	-7	Timeline
NNNNNN REIT INC	1,600	$65.4K	<0.01%	0	Timeline
IYRISHARES TR	700	$65.1K	<0.01%	0	Timeline
CLCOLGATE PALMOLIVE CO	700	$63.6K	<0.01%	-316	Timeline
DFAXDIMENSIONAL ETF TRUST	2,517	$62.6K	<0.01%	0	Timeline
RUSHBRUSH ENTERPRISES INC	1,125	$61.2K	<0.01%	0	Timeline
VWOVANGUARD INTL EQUITY INDEX F	1,380	$60.8K	<0.01%	0	Timeline
BIPCBROOKFIELD INFRASTRUCTURE CO	1,483	$59.3K	<0.01%	new	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	300	$59.2K	<0.01%	+50	Timeline
SLBSLB LIMITED	1,528	$58.6K	<0.01%	-176	Timeline
JAAAJANUS DETROIT STR TR	1,153	$58.5K	<0.01%	+805	Timeline
HEI-AHEICO CORP NEW	291	$54.1K	<0.01%	0	Timeline
VICIVICI PPTYS INC	1,850	$54K	<0.01%	+100	Timeline
CINFCINCINNATI FINL CORP	372	$53.5K	<0.01%	-66	Timeline
HUMHUMANA INC	206	$52.3K	<0.01%	+2	Timeline
DTEDTE ENERGY CO	425	$51.3K	<0.01%	+4	Timeline
BMYBRISTOL-MYERS SQUIBB CO	900	$50.9K	<0.01%	0	Timeline
FDXFEDEX CORP	180	$50.6K	<0.01%	-200	Timeline
CDPCOPT DEFENSE PROPERTIES	1,600	$49.5K	<0.01%	0	Timeline
LENLENNAR CORP	363	$49.5K	<0.01%	-15	Timeline
CARRCARRIER GLOBAL CORPORATION	713	$48.7K	<0.01%	+1	Timeline
EPRTESSENTIAL PPTYS RLTY TR INC	1,550	$48.5K	<0.01%	0	Timeline
USMVISHARES TR	544	$48.3K	<0.01%	+117	Timeline
WTWWILLIS TOWERS WATSON PLC LTD	154	$48.2K	<0.01%	0	Timeline
VLTOVERALTO CORP	466	$47.5K	<0.01%	-66	Timeline
ETNEATON CORP PLC	140	$46.5K	<0.01%	-299	Timeline
MPLXMPLX LP	945	$45.2K	<0.01%	+163	Timeline
DISCOVER FINL SVCSDISCOVER FINL SVCS	260	$45K	<0.01%	-106
AZOAUTOZONE INC	14	$44.8K	<0.01%	-1	Timeline
ATLANTIC UN BANKSHS CORPATLANTIC UN BANKSHS CORP	1,910	$43.9K	<0.01%	0
HOLXHOLOGIC INC	608	$43.8K	<0.01%	+9	Timeline
JBSSSANFILIPPO JOHN B & SON INC	500	$43.6K	<0.01%	0	Timeline
ETRENTERGY CORP NEW	572	$43.4K	<0.01%	+292	Timeline
ADMARCHER DANIELS MIDLAND CO	857	$43.3K	<0.01%	-49	Timeline
VRSKVERISK ANALYTICS INC	157	$43.2K	<0.01%	0	Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	548	$42.8K	<0.01%	0	Timeline
RPMRPM INTL INC	346	$42.6K	<0.01%	0	Timeline
MRNAMODERNA INC	1,000	$41.6K	<0.01%	0	Timeline
CHRWC H ROBINSON WORLDWIDE IN	400	$41.3K	<0.01%	0	Timeline
IXUSISHARES TR	623	$41.2K	<0.01%	-249	Timeline
ODFLOLD DOMINION FREIGHT LINE IN	232	$40.9K	<0.01%	0	Timeline
REGNREGENERON PHARMACEUTICALS	57	$40.6K	<0.01%	-4	Timeline
EVRGEVERGY INC	658	$40.5K	<0.01%	0	Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	717	$40.4K	<0.01%	+147	Timeline
ELLAUDER ESTEE COS INC	539	$40.4K	<0.01%	-333	Timeline
FWONKLIBERTY MEDIA CORP DEL	436	$40.4K	<0.01%	0	Timeline
VIGIVANGUARD WHITEHALL FDS	502	$40.2K	<0.01%	0	Timeline
ESEVERSOURCE ENERGY	687	$39.5K	<0.01%	+15	Timeline
TROWPRICE T ROWE GROUP INC	337	$38.1K	<0.01%	+4	Timeline
EAELECTRONIC ARTS INC	260	$38K	<0.01%	+6	Timeline
CGBDCARLYLE SECURED LENDING INC	2,100	$37.7K	<0.01%	0	Timeline
LNKBLINKBANCORP INC	4,938	$36.9K	<0.01%	0	Timeline
BTIBRITISH AMERN TOB PLC	1,000	$36.3K	<0.01%	+100	Timeline
OBDCBLUE OWL CAPITAL CORPORATION	2,400	$36.3K	<0.01%	+200	Timeline
SOLVSOLVENTUM CORP	536	$35.4K	<0.01%	-40	Timeline
DELLDELL TECHNOLOGIES INC	305	$35.1K	<0.01%	0	Timeline
LUCID GROUP INCLUCID GROUP INC	11,500	$34.7K	<0.01%	0
ACMAECOM	325	$34.7K	<0.01%	0	Timeline
AREALEXANDRIA REAL ESTATE EQ IN	350	$34.1K	<0.01%	0	Timeline
VOTVANGUARD INDEX FDS	129	$32.7K	<0.01%	-200	Timeline
NJRNEW JERSEY RES CORP	700	$32.7K	<0.01%	0	Timeline
DDDUPONT DE NEMOURS INC	424	$32.3K	<0.01%	-260	Timeline
CVSCVS HEALTH CORP	700	$31.4K	<0.01%	0	Timeline
GINNGOLDMAN SACHS ETF TR	507	$31.2K	<0.01%	new	Timeline
HIWHIGHWOODS PPTYS INC	1,017	$31.1K	<0.01%	0	Timeline
AFLAFLAC INC	295	$30.5K	<0.01%	-329	Timeline
EOGEOG RES INC	245	$30K	<0.01%	+208	Timeline
LYBLYONDELLBASELL INDUSTRIES NV	400	$29.7K	<0.01%	0	Timeline
UNMUNUM GROUP	405	$29.6K	<0.01%	+18	Timeline
GSLCGOLDMAN SACHS ETF TR	256	$29.5K	<0.01%	new	Timeline
PSXPHILLIPS 66	256	$29.2K	<0.01%	-168	Timeline
ECLECOLAB INC	124	$29.1K	<0.01%	0	Timeline
EGEVEREST GROUP LTD	80	$29K	<0.01%	0	Timeline
PGXINVESCO EXCH TRADED FD TR II	2,467	$28.4K	<0.01%	0	Timeline
LMTLOCKHEED MARTIN CORP	58	$28.2K	<0.01%	-325	Timeline
CAHCARDINAL HEALTH INC	228	$27K	<0.01%	0	Timeline
CMSCMS ENERGY CORP	400	$26.7K	<0.01%	0	Timeline
CEGCONSTELLATION ENERGY CORP	117	$26.2K	<0.01%	+51	Timeline
AESAES CORP	2,029	$26.1K	<0.01%	+27	Timeline
HPQHP INC	800	$26.1K	<0.01%	-46	Timeline
KTBKONTOOR BRANDS INC	300	$25.6K	<0.01%	0	Timeline
FISFIDELITY NATL INFORMATION SV	312	$25.2K	<0.01%	0	Timeline
ZMZOOM COMMUNICATIONS INC	300	$24.5K	<0.01%	0	Timeline
PPGPPG INDS INC	203	$24.2K	<0.01%	-8	Timeline
IJRISHARES TR	208	$24K	<0.01%	+58	Timeline
BIPBROOKFIELD INFRASTRUCTURE PA	750	$23.8K	<0.01%	0	Timeline
STWDSTARWOOD PPTY TR INC	1,250	$23.7K	<0.01%	0	Timeline
ANAUTONATION INC	138	$23.4K	<0.01%	0	Timeline
GISGENERAL MILLS INC	356	$22.7K	<0.01%	+10	Timeline
BNLBROADSTONE NET LEASE INC	1,429	$22.7K	<0.01%	0	Timeline
ANSYS INCANSYS INC	67	$22.6K	<0.01%	0
LWLAMB WESTON HLDGS INC	333	$22.3K	<0.01%	0	Timeline
MKORMATTHEWS ASIA FDS	1,070	$22.2K	<0.01%	new	Timeline
WPCWP CAREY INC	402	$21.9K	<0.01%	0	Timeline
SUSAISHARES TR	172	$20.9K	<0.01%	0	Timeline
MDUMDU RES GROUP INC	1,150	$20.7K	<0.01%	+200	Timeline
UGIUGI CORP NEW	720	$20.3K	<0.01%	0	Timeline
STAGSTAG INDUSTRIAL INC	600	$20.3K	<0.01%	0	Timeline
DSIISHARES TR	180	$19.8K	<0.01%	0	Timeline
IWYISHARES TR	83	$19.5K	<0.01%	new	Timeline
BRXBRIXMOR PPTY GROUP INC	700	$19.5K	<0.01%	0	Timeline
SCHGSCHWAB STRATEGIC TR	683	$19K	<0.01%	+512	Timeline
FTLSFIRST TR EXCH TRADED FD III	289	$19K	<0.01%	new	Timeline
OHIOMEGA HEALTHCARE INVS INC	500	$18.9K	<0.01%	0	Timeline
APTVAPTIV PLC	310	$18.7K	<0.01%	new	Timeline
XIFRXPLR INFRASTRUCTURE LP	1,000	$17.8K	<0.01%	0	Timeline
ALLEALLEGION PLC	133	$17.4K	<0.01%	0	Timeline
FOURSHIFT4 PMTS INC	167	$17.3K	<0.01%	new	Timeline
SCHDSCHWAB STRATEGIC TR	630	$17.2K	<0.01%	+420	Timeline
MELIMERCADOLIBRE INC	10	$17K	<0.01%	0	Timeline
VABKVIRGINIA NATL BK CHRLOTSVLE	442	$16.9K	<0.01%	0	Timeline
DOWDOW HLDGS INC	408	$16.4K	<0.01%	-43	Timeline
CTRECARETRUST REIT INC	600	$16.2K	<0.01%	+67	Timeline
QQQMINVESCO EXCH TRADED FD TR II	77	$16.2K	<0.01%	+52	Timeline
PFMINVESCO EXCHANGE TRADED FD T	350	$16.1K	<0.01%	new	Timeline
SCHZSCHWAB STRATEGIC TR	704	$16K	<0.01%	+372	Timeline
SHBISHORE BANCSHARES INC	1,000	$15.8K	<0.01%	0	Timeline
YUMYUM BRANDS INC	118	$15.8K	<0.01%	+1	Timeline
ECGEVERUS CONSTR GROUP	237	$15.6K	<0.01%	new	Timeline
CHDCHURCH & DWIGHT CO INC	146	$15.3K	<0.01%	0	Timeline
EXREXTRA SPACE STORAGE INC	100	$15K	<0.01%	0	Timeline
DTMDT MIDSTREAM INC	150	$14.9K	<0.01%	0	Timeline
PSAPUBLIC STORAGE	50	$14.8K	<0.01%	+1	Timeline
PNWPINNACLE WEST CAP CORP	174	$14.8K	<0.01%	new	Timeline
FVDFIRST TR EXCHANGE-TRADED FD	336	$14.7K	<0.01%	new	Timeline
AVAAVISTA CORP	400	$14.7K	<0.01%	0	Timeline
SPRSPIRIT AEROSYSTEMS HLDGS INC	425	$14.5K	<0.01%	new	Timeline
VXRTVAXART INC COM NEW (DE)	21,780	$14.4K	<0.01%	0	Timeline
WESWESTERN MIDSTREAM PARTNERS L	375	$14.4K	<0.01%	0	Timeline
AKAMAKAMAI TECHNOLOGIES INC	148	$14.2K	<0.01%	0	Timeline
SKTTANGER INC	406	$13.9K	<0.01%	new	Timeline
PWCDFPOWER CORP OF CANADA	432	$13.5K	<0.01%	0	Timeline
EXCEXELON CORP	355	$13.4K	<0.01%	+155	Timeline
DVNDEVON ENERGY CORP NEW	400	$13.1K	<0.01%	0	Timeline
RSGREPUBLIC SVCS INC	65	$13.1K	<0.01%	new	Timeline
SOXXISHARES TR	60	$12.9K	<0.01%	-40	Timeline
JCIJOHNSON CONTROLS INTERNATION	160	$12.6K	<0.01%	new	Timeline
LULULULULEMON ATHLETICA INC	33	$12.6K	<0.01%	-11	Timeline
CNQCANADIAN NAT RES LTD MED TER	400	$12.3K	<0.01%	new	Timeline
LINLINDE PLC	29	$12.1K	<0.01%	-4	Timeline
VRTXVERTEX PHARMACEUTICALS INC	30	$12.1K	<0.01%	+23	Timeline
FSTAFIDELITY COVINGTON TRUST	240	$11.9K	<0.01%	0	Timeline
PTYPIMCO CORPORATE & INCOME OPP	820	$11.8K	<0.01%	0	Timeline
RIORIO TINTO PLC	200	$11.8K	<0.01%	0	Timeline
METMETLIFE INC	138	$11.3K	<0.01%	0	Timeline
MRVLMARVELL TECHNOLOGY INC	102	$11.3K	<0.01%	0	Timeline
DLTRDOLLAR TREE INC	150	$11.2K	<0.01%	-200	Timeline
PYPLPAYPAL HLDGS INC	127	$10.8K	<0.01%	-509	Timeline
FBTCFIDELITY WISE ORIGIN BITCOIN	130	$10.6K	<0.01%	new	Timeline
SPGIS&P GLOBAL INC	21	$10.5K	<0.01%	-3	Timeline
NEMNEWMONT CORP	277	$10.3K	<0.01%	+5	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	170	$10.3K	<0.01%	-1,220	Timeline
LMNDLEMONADE INC	274	$10.1K	<0.01%	0	Timeline
GHIGREYSTONE HOUSING IMPACT INV	972	$9.96K	<0.01%	0	Timeline
CMACOMERICA INC	158	$9.77K	<0.01%	+28	Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	116	$9.76K	<0.01%	-499	Timeline
GVIISHARES TR	91	$9.53K	<0.01%	+1	Timeline
SYKSTRYKER CORPORATION	26	$9.36K	<0.01%	+5	Timeline
BAXBAXTER INTL INC	320	$9.33K	<0.01%	0	Timeline
MPTMEDICAL PROPERTIES TRUST INC	2,350	$9.28K	<0.01%	0	Timeline
SHOPSHOPIFY INC	85	$9.04K	<0.01%	0	Timeline
ITAISHARES TR	62	$9.01K	<0.01%	0	Timeline
FNDXSCHWAB STRATEGIC TR	375	$8.88K	<0.01%	+250	Timeline
RCLROYAL CARIBBEAN GROUP	38	$8.77K	<0.01%	+7	Timeline
SNPSSYNOPSYS INC	18	$8.74K	<0.01%	+4	Timeline
AAGILENT TECHNOLOGIES INC	64	$8.6K	<0.01%	+5	Timeline
VFCV F CORP	400	$8.58K	<0.01%	0	Timeline
CUBECUBESMART	200	$8.57K	<0.01%	0	Timeline
HPEHEWLETT PACKARD ENTERPRISE C	400	$8.54K	<0.01%	0	Timeline
MSCIMSCI INC	14	$8.4K	<0.01%	+2	Timeline
FANGDIAMONDBACK ENERGY INC	50	$8.19K	<0.01%	+9	Timeline
HASIHA SUSTAINABLE INFRA CAP INC	300	$8.05K	<0.01%	0	Timeline
WBDWARNER BROS DISCOVERY INC	755	$7.98K	<0.01%	+169	Timeline
CPKFCHESAPEAKE FINL SHARES INC	412	$7.94K	<0.01%	0	Timeline
HWMHOWMET AEROSPACE INC	70	$7.66K	<0.01%	+12	Timeline
TDGTRANSDIGM GROUP INC	6	$7.6K	<0.01%	+1	Timeline
XLRESELECT SECTOR SPDR TR	185	$7.52K	<0.01%	new	Timeline
NLOPNET LEASE OFFICE PROPERTIES	237	$7.4K	<0.01%	0	Timeline
THOTHOR INDS INC	77	$7.37K	<0.01%	0	Timeline
PGFINVESCO EXCHANGE TRADED FD T	484	$7.04K	<0.01%	0	Timeline
RGAREINSURANCE GROUP AMER INC	32	$6.84K	<0.01%	0	Timeline
SHWSHERWIN WILLIAMS CO	20	$6.8K	<0.01%	+4	Timeline
PRFZINVESCO EXCHANGE TRADED FD T	160	$6.66K	<0.01%	0	Timeline
EQIXEQUINIX INC	7	$6.6K	<0.01%	+1	Timeline
GEMGOLDMAN SACHS ETF TR	200	$6.38K	<0.01%	0	Timeline
AMTAMERICAN TOWER CORP	34	$6.24K	<0.01%	-1	Timeline
UPSTUPSTART HLDGS INC	100	$6.16K	<0.01%	0	Timeline
ARIAPOLLO COML REAL ESTATE FIN	700	$6.06K	<0.01%	0	Timeline
OWLBLUE OWL CAPITAL INC	253	$5.88K	<0.01%	new	Timeline
TPRTAPESTRY INC	90	$5.88K	<0.01%	+16	Timeline
HIGHARTFORD INSURANCE GROUP INC	52	$5.69K	<0.01%	+9	Timeline
DOCHEALTHPEAK PROPERTIES INC	277	$5.62K	<0.01%	+49	Timeline
PFGPRINCIPAL FINANCIAL GROUP IN	72	$5.57K	<0.01%	+13	Timeline
CSGPCOSTAR GROUP INC	76	$5.44K	<0.01%	0	Timeline
SCHMSCHWAB STRATEGIC TR	196	$5.43K	<0.01%	+131	Timeline
ORIOLD REP INTL CORP	150	$5.43K	<0.01%	0	Timeline
FOXFOX CORP	118	$5.4K	<0.01%	+21	Timeline
NRGNRG ENERGY INC	59	$5.32K	<0.01%	+10	Timeline
MTBM & T BK CORP	28	$5.26K	<0.01%	+5	Timeline
CTVACORTEVA INC	91	$5.18K	<0.01%	+56	Timeline
MLMMARTIN MARIETTA MATLS INC	10	$5.17K	<0.01%	+2	Timeline
EFXEQUIFAX INC	20	$5.1K	<0.01%	+4	Timeline
YUMCYUM CHINA HLDGS INC	103	$4.96K	<0.01%	0	Timeline
FIXCOMFORT SYS USA INC	12	$4.91K	<0.01%	new	Timeline
CMICUMMINS INC	14	$4.88K	<0.01%	+2	Timeline
CFGCITIZENS FINL GROUP INC	109	$4.77K	<0.01%	+19	Timeline
ORLYOREILLY AUTOMOTIVE INC	4	$4.74K	<0.01%	0	Timeline
WABWABTEC	25	$4.74K	<0.01%	+3	Timeline
AIGAMERICAN INTL GROUP INC	65	$4.73K	<0.01%	new	Timeline
BXPBXP INC	63	$4.68K	<0.01%	+11	Timeline
BKRBAKER HUGHES COMPANY	114	$4.68K	<0.01%	+20	Timeline
DGDOLLAR GEN CORP	62	$4.67K	<0.01%	+5	Timeline

Sold out in Q4 2024

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

Security	Shares before	Value before	Type
MINTPIMCO ETF TR	10,803	$1.09M	shares
RLIRLI CORP	3,500	$542K	shares
SDYSPDR SERIES TRUST	3,085	$438K	shares
VCSHVANGUARD SCOTTSDALE FDS	2,246	$178K	shares
FSKFS KKR CAP CORP	6,720	$133K	shares
BROOKFIELD INFRASTRUCT FCLA…BROOKFIELD INFRASTRUCT FCLASS …	1,483	$64.4K	shares
PFFISHARES TR	1,072	$35.6K	shares
STTSTATE STR CORP	300	$26.5K	shares
MARATHON OIL CORPMARATHON OIL CORP	849	$22.6K	shares
APTIV PLCAPTIV PLC	305	$22K	shares
GBILGOLDMAN SACHS ETF TR	207	$20.8K	shares
IQLTISHARES TR	484	$20.1K	shares
IYWISHARES TR	85	$12.9K	shares
FULTFULTON FINL CORP PA	635	$11.5K	shares
LBTYKLIBERTY GLOBAL LTD	527	$11.4K	shares
DANOYDanone Sponsored ADR (France)	768	$11.2K	shares
MGAMAGNA INTL INC	271	$11.1K	shares
VODVODAFONE GROUP PLC	1,107	$11.1K	shares
LEGLEGGETT & PLATT INC	800	$10.9K	shares
FERGFERGUSON ENTERPRISES INC	52	$10.3K	shares
WECWEC ENERGY GROUP INC	41	$3.94K	shares
KDPKEURIG DR PEPPER INC	71	$2.66K	shares
USFRWISDOMTREE TR	48	$2.4K	shares
BROOKFIELD RENEWABLE CORPBROOKFIELD RENEWABLE CORP	3	$98	shares
EQHEQUITABLE HLDGS INC	2	$84	shares
APWAPW	160	$0	shares

How Q4 2024 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 0001591122-25-000002	base		2025-02-12	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC