Skip to content
Disclosery

Hilltop Partners LLC

Follow

13F filer, CIK 1957867, MISHAWAKA, IN

Hilltop Partners LLC reported $330,673,226 across 119 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-25. Its ten largest share positions make up 61.46% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-25-082246

Period
2025-06-30
Reported value
$331M
Holdings
119
Top 10 weight
61.46%
New
20
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VONEadded+63,801$17.9M
VTVadded+56,193$9.93M
BNDXnew+159,427$7.89M
ORCLadded+7,897$1.73M
NFLXadded+1,116$1.49M

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
SPYGreduced-162,042-$15.4M
SPHYreduced-368,522-$8.77M
ICVTreduced-22,944-$2.07M
GHYGreduced-39,173-$1.81M
SRLNreduced-41,348-$1.72M

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 0001104659-25-082246, largest first. % of portfolio is the value over $330,673,226, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VONEVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,776 shares; 2024Q4: 271,448 shares; 2025Q1: 182,775 shares; 2025Q2: 246,576 shares 246,576$69.3M20.94%+63,801Timeline
DBEFDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,978 shares; 2024Q4: 474,220 shares; 2025Q1: 939,046 shares; 2025Q2: 904,743 shares 904,743$39.6M11.97%-34,303Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,592 shares; 2024Q4: 160,242 shares; 2025Q1: 106,426 shares; 2025Q2: 162,619 shares 162,619$28.7M8.69%+56,193Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 287,550 shares; 2024Q4: 134,007 shares; 2025Q1: 294,812 shares; 2025Q2: 132,770 shares 132,770$12.7M3.83%-162,042Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 699,476 shares; 2024Q4: 749,842 shares; 2025Q1: 879,151 shares; 2025Q2: 510,629 shares 510,629$12.2M3.68%-368,522Timeline
ICVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,048 shares; 2024Q4: 91,117 shares; 2025Q1: 114,737 shares; 2025Q2: 91,793 shares 91,793$8.27M2.5%-22,944Timeline
GHYGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,195 shares; 2024Q4: 175,271 shares; 2025Q1: 217,581 shares; 2025Q2: 178,408 shares 178,408$8.26M2.5%-39,173Timeline
SRLNSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,561 shares; 2024Q4: 188,281 shares; 2025Q1: 238,830 shares; 2025Q2: 197,482 shares 197,482$8.21M2.48%-41,348Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,676 shares; 2024Q4: 119,529 shares; 2025Q1: 151,389 shares; 2025Q2: 125,526 shares 125,526$8.2M2.48%-25,863Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,184 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159,427 shares 159,427$7.89M2.39%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,632 shares; 2024Q4: 32,994 shares; 2025Q1: 33,462 shares; 2025Q2: 35,399 shares 35,399$7.26M2.2%+1,937Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,498 shares; 2024Q4: 144,678 shares; 2025Q1: 80,047 shares; 2025Q2: 85,675 shares 85,675$5.31M1.61%+5,628Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,368 shares; 2024Q4: 20,535 shares; 2025Q1: 23,967 shares; 2025Q2: 30,450 shares 30,450$4.81M1.45%+6,483Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,897 shares; 2024Q4: 8,552 shares; 2025Q1: 9,163 shares; 2025Q2: 9,475 shares 9,475$4.71M1.43%+312Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,630 shares; 2024Q4: 165,338 shares; 2025Q1: 171,300 shares; 2025Q2: 175,852 shares 175,852$4.4M1.33%+4,552Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,767 shares; 2024Q4: 83,936 shares; 2025Q1: 90,159 shares; 2025Q2: 94,408 shares 94,408$4.37M1.32%+4,249Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,129 shares; 2024Q4: 102,396 shares; 2025Q1: 116,163 shares; 2025Q2: 129,366 shares 129,366$3.71M1.12%+13,203Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,666 shares; 2024Q4: 34,319 shares; 2025Q1: 29,040 shares; 2025Q2: 33,176 shares 33,176$3.58M1.08%+4,136Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,106 shares; 2024Q4: 12,430 shares; 2025Q1: 13,608 shares; 2025Q2: 15,507 shares 15,507$3.4M1.03%+1,899Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,049 shares; 2024Q4: 12,529 shares; 2025Q1: 12,332 shares; 2025Q2: 11,458 shares 11,458$3.16M0.96%-874Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,377 shares; 2024Q4: 3,514 shares; 2025Q1: 3,778 shares; 2025Q2: 4,266 shares 4,266$3.15M0.95%+488Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,466 shares; 2024Q4: 12,790 shares; 2025Q1: 13,378 shares; 2025Q2: 15,935 shares 15,935$2.81M0.85%+2,557Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,520 shares; 2024Q4: 14,905 shares; 2025Q1: 13,966 shares; 2025Q2: 17,419 shares 17,419$2.66M0.8%+3,453Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,815 shares; 2024Q4: 4,281 shares; 2025Q1: 4,143 shares; 2025Q2: 4,724 shares 4,724$2.65M0.8%+581Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,600 shares; 2024Q4: 7,580 shares; 2025Q1: 8,251 shares; 2025Q2: 9,141 shares 9,141$2.65M0.8%+890Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 7,389 shares; 2025Q1: 7,389 shares; 2025Q2: 7,393 shares 7,393$2.64M0.8%+4Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,401 shares; 2024Q4: 7,020 shares; 2025Q1: 6,398 shares; 2025Q2: 7,410 shares 7,410$2.63M0.8%+1,012Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,718 shares; 2024Q4: 12,675 shares; 2025Q1: 13,075 shares; 2025Q2: 15,532 shares 15,532$2.47M0.75%+2,457Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,051 shares; 2024Q4: 6,917 shares; 2025Q1: 7,744 shares; 2025Q2: 6,927 shares 6,927$2.2M0.67%-817Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 549 shares; 2024Q4: 533 shares; 2025Q1: 527 shares; 2025Q2: 1,643 shares 1,643$2.2M0.67%+1,116Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,806 shares; 2024Q4: 23,438 shares; 2025Q1: 23,303 shares; 2025Q2: 23,131 shares 23,131$2.17M0.66%-172Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 1,438 shares; 2025Q1: 1,727 shares; 2025Q2: 9,624 shares 9,624$2.1M0.64%+7,897Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 1,743 shares; 2025Q1: 1,733 shares; 2025Q2: 2,330 shares 2,330$1.82M0.55%+597Timeline
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: 33,371 shares; 2024Q4: 36,874 shares; 2025Q1: 36,951 shares; 2025Q2: 35,592 shares 35,592$1.75M0.53%-1,359Timeline
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: 2,172 shares; 2024Q4: 2,918 shares; 2025Q1: 2,765 shares; 2025Q2: 3,535 shares 3,535$1.72M0.52%+770Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,371 shares; 2024Q4: 13,093 shares; 2025Q1: 14,631 shares; 2025Q2: 17,403 shares 17,403$1.7M0.51%+2,772Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,215 shares; 2024Q4: 2,925 shares; 2025Q1: 3,014 shares; 2025Q2: 3,077 shares 3,077$1.64M0.5%+63Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,664 shares; 2024Q4: 26,610 shares; 2025Q1: 26,631 shares; 2025Q2: 26,247 shares 26,247$1.64M0.5%-384Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,454 shares; 2024Q4: 48,064 shares; 2025Q1: 49,129 shares; 2025Q2: 46,578 shares 46,578$1.56M0.47%-2,551Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 1,112 shares; 2025Q1: 1,200 shares; 2025Q2: 1,488 shares 1,488$1.47M0.45%+288Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,838 shares; 2024Q4: 20,150 shares; 2025Q1: 18,897 shares; 2025Q2: 19,994 shares 19,994$1.39M0.42%+1,097Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,789 shares; 2024Q4: 4,825 shares; 2025Q1: 4,885 shares; 2025Q2: 4,962 shares 4,962$1.16M0.35%+77Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,644 shares; 2024Q4: 7,523 shares; 2025Q1: 8,532 shares; 2025Q2: 8,659 shares 8,659$1.15M0.35%+127Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,802 shares; 2024Q4: 13,848 shares; 2025Q1: 14,349 shares; 2025Q2: 11,378 shares 11,378$1.12M0.34%-2,971Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,592 shares; 2024Q4: 16,490 shares; 2025Q1: 14,646 shares; 2025Q2: 14,853 shares 14,853$1.05M0.32%+207Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,190 shares; 2024Q4: 10,123 shares; 2025Q1: 10,740 shares; 2025Q2: 13,128 shares 13,128$1.04M0.31%+2,388Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,012 shares; 2024Q4: 7,403 shares; 2025Q1: 7,655 shares; 2025Q2: 8,559 shares 8,559$1.02M0.31%+904Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,071 shares; 2024Q4: 3,891 shares; 2025Q1: 4,280 shares; 2025Q2: 3,281 shares 3,281$1.02M0.31%-999Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,177 shares; 2024Q4: 8,007 shares; 2025Q1: 8,223 shares; 2025Q2: 7,960 shares 7,960$983K0.3%-263Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,111 shares; 2024Q4: 15,538 shares; 2025Q1: 13,045 shares; 2025Q2: 12,543 shares 12,543$970K0.29%-502Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,850 shares; 2024Q4: 5,639 shares; 2025Q1: 7,496 shares; 2025Q2: 8,417 shares 8,417$931K0.28%+921Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,798 shares; 2024Q4: 34,581 shares; 2025Q1: 33,652 shares; 2025Q2: 32,918 shares 32,918$923K0.28%-734Timeline
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: 4,845 shares; 2025Q1: 4,880 shares; 2025Q2: 4,906 shares 4,906$894K0.27%+26Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,686 shares; 2024Q4: 10,686 shares; 2025Q1: 10,686 shares; 2025Q2: 10,686 shares 10,686$878K0.27%0Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,994 shares; 2024Q4: 37,646 shares; 2025Q1: 35,134 shares; 2025Q2: 33,342 shares 33,342$844K0.26%-1,792Timeline
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: 1,109 shares; 2024Q4: 1,212 shares; 2025Q1: 1,202 shares; 2025Q2: 1,333 shares 1,333$824K0.25%+131Timeline
RSPTINVESCO 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: 20,462 shares; 2024Q4: 20,022 shares; 2025Q1: 20,030 shares; 2025Q2: 20,033 shares 20,033$817K0.25%+3Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,629 shares; 2024Q4: 19,874 shares; 2025Q1: 18,078 shares; 2025Q2: 17,125 shares 17,125$732K0.22%-953Timeline
JBLJABIL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,624 shares; 2024Q4: 3,280 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares 3,300$720K0.22%0Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,666 shares; 2024Q4: 8,670 shares; 2025Q1: 8,670 shares; 2025Q2: 8,414 shares 8,414$707K0.21%-256Timeline
DTHWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,068 shares; 2024Q4: 15,068 shares; 2025Q1: 15,068 shares; 2025Q2: 15,068 shares 15,068$698K0.21%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,863 shares; 2024Q4: 3,820 shares; 2025Q1: 3,796 shares; 2025Q2: 3,581 shares 3,581$665K0.2%-215Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,387 shares; 2024Q4: 8,607 shares; 2025Q1: 6,314 shares; 2025Q2: 6,217 shares 6,217$661K0.2%-97Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 3,747 shares; 2025Q1: 3,725 shares; 2025Q2: 3,715 shares 3,715$644K0.19%-10Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 4,768 shares; 2025Q1: 4,735 shares; 2025Q2: 4,620 shares 4,620$624K0.19%-115Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,550 shares; 2024Q4: 8,128 shares; 2025Q1: 6,629 shares; 2025Q2: 6,256 shares 6,256$621K0.19%-373Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,492 shares; 2024Q4: 26,049 shares; 2025Q1: 25,741 shares; 2025Q2: 21,510 shares 21,510$619K0.19%-4,231Timeline
VTIVANGUARD 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: not reported; 2025Q2: 2,006 shares 2,006$610K0.18%newTimeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 1,873 shares; 2025Q1: 1,906 shares; 2025Q2: 1,989 shares 1,989$581K0.18%+83Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,894 shares; 2024Q4: 9,584 shares; 2025Q1: 12,060 shares; 2025Q2: 11,512 shares 11,512$547K0.17%-548Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,164 shares; 2024Q4: 4,164 shares; 2025Q1: 3,644 shares; 2025Q2: 4,485 shares 4,485$521K0.16%+841Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,418 shares; 2024Q4: 10,418 shares; 2025Q1: 9,492 shares; 2025Q2: 9,266 shares 9,266$494K0.15%-226Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,617 shares; 2024Q4: 9,501 shares; 2025Q1: 9,379 shares; 2025Q2: 5,737 shares 5,737$456K0.14%-3,642Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: 3,155 shares; 2025Q1: 3,153 shares; 2025Q2: 3,330 shares 3,330$453K0.14%+177Timeline
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: 649 shares; 2025Q1: 560 shares; 2025Q2: 721 shares 721$448K0.14%+161Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,424 shares; 2024Q4: 3,592 shares; 2025Q1: 4,543 shares; 2025Q2: 4,310 shares 4,310$384K0.12%-233Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 342 shares; 2025Q1: not reported; 2025Q2: 576 shares 576$382K0.12%newTimeline
SAIASAIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,071 shares; 2025Q1: 1,071 shares; 2025Q2: 1,370 shares 1,370$375K0.11%+299Timeline
HYMBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,361 shares; 2024Q4: 14,437 shares; 2025Q1: 15,873 shares; 2025Q2: 15,146 shares 15,146$375K0.11%-727Timeline
MOALTRIA GROUP 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: 6,117 shares; 2025Q1: 6,231 shares; 2025Q2: 6,231 shares 6,231$365K0.11%0Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,635 shares; 2025Q1: 1,635 shares; 2025Q2: 1,673 shares 1,673$356K0.11%+38Timeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,855 shares; 2024Q4: 10,855 shares; 2025Q1: 10,855 shares; 2025Q2: 10,855 shares 10,855$345K0.1%0Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,364 shares; 2024Q4: 3,314 shares; 2025Q1: 3,306 shares; 2025Q2: 2,876 shares 2,876$341K0.1%-430Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 826 shares; 2025Q1: 829 shares; 2025Q2: 869 shares 869$338K0.1%+40Timeline
EWIISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,452 shares; 2024Q4: 7,452 shares; 2025Q1: 6,832 shares; 2025Q2: 6,916 shares 6,916$333K0.1%+84Timeline
ANETARISTA NETWORKS 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: 3,180 shares; 2025Q1: 3,180 shares; 2025Q2: 3,195 shares 3,195$327K0.1%+15Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,085 shares; 2024Q4: not reported; 2025Q1: 1,195 shares; 2025Q2: 1,195 shares 1,195$308K0.09%0Timeline
DTEDTE ENERGY COQuarterly 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: 2,304 shares 2,304$305K0.09%newTimeline
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: not reported; 2025Q1: not reported; 2025Q2: 2,230 shares 2,230$304K0.09%newTimeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,219 shares; 2025Q1: 1,216 shares; 2025Q2: 1,363 shares 1,363$302K0.09%+147Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 743 shares 743$294K0.09%+84Timeline
EWGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,535 shares; 2024Q4: 7,535 shares; 2025Q1: 6,848 shares; 2025Q2: 6,848 shares 6,848$290K0.09%0Timeline
RWLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,730 shares; 2024Q4: 2,718 shares; 2025Q1: 2,724 shares; 2025Q2: 2,724 shares 2,724$284K0.09%0Timeline
NINISOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,892 shares; 2024Q4: 6,892 shares; 2025Q1: 6,892 shares; 2025Q2: 6,892 shares 6,892$278K0.08%0Timeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,336 shares; 2024Q4: 2,336 shares; 2025Q1: 2,336 shares; 2025Q2: 2,336 shares 2,336$275K0.08%0Timeline
FVDFIRST 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: 6,127 shares 6,127$274K0.08%newTimeline
UBERUBER 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: not reported; 2025Q1: not reported; 2025Q2: 2,893 shares 2,893$270K0.08%newTimeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,398 shares; 2024Q4: 8,399 shares; 2025Q1: 8,000 shares; 2025Q2: 1,851 shares 1,851$265K0.08%-6,149Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 2,377 shares; 2025Q1: 2,370 shares; 2025Q2: 2,539 shares 2,539$265K0.08%+169Timeline
FDLFIRST 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: 6,101 shares 6,101$255K0.08%newTimeline
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: 8,525 shares; 2025Q2: 8,777 shares 8,777$254K0.08%+252Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 752 shares; 2025Q1: 752 shares; 2025Q2: 819 shares 819$245K0.07%+67Timeline
QQQINVESCO QQQ 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: 430 shares 430$237K0.07%newTimeline
NULVNUSHARES ETF 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: 5,297 shares; 2025Q1: not reported; 2025Q2: 5,646 shares 5,646$237K0.07%newTimeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 905 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 792 shares 792$233K0.07%newTimeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 3,301 shares; 2025Q1: 3,302 shares; 2025Q2: 2,952 shares 2,952$232K0.07%-350Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 576 shares; 2025Q1: not reported; 2025Q2: 580 shares 580$225K0.07%newTimeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 608 shares 608$223K0.07%newTimeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,474 shares; 2024Q4: 2,525 shares; 2025Q1: not reported; 2025Q2: 2,387 shares 2,387$220K0.07%newTimeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,709 shares; 2024Q4: 20,292 shares; 2025Q1: 20,471 shares; 2025Q2: 19,978 shares 19,978$217K0.07%-493Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,869 shares; 2024Q4: 5,201 shares; 2025Q1: 4,785 shares; 2025Q2: 4,834 shares 4,834$209K0.06%+49Timeline
NULGNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,526 shares; 2024Q4: not reported; 2025Q1: 3,046 shares; 2025Q2: 2,192 shares 2,192$206K0.06%-854Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 1,702 shares; 2025Q1: 1,688 shares; 2025Q2: 1,593 shares 1,593$202K0.06%-95Timeline
IJRISHARES 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: 1,917 shares; 2025Q1: not reported; 2025Q2: 1,834 shares 1,834$200K0.06%newTimeline
CHICALAMOS CONV OPPORTUNITIES &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: not reported; 2025Q1: not reported; 2025Q2: 18,305 shares 18,305$193K0.06%newTimeline
IRBTQIROBOT 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: not reported; 2025Q1: not reported; 2025Q2: 10,346 shares 10,346$32.4K0.01%newTimeline
NLSTNETLIST, INC. COM STKQuarterly 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: 10,946 shares 10,946$7.7K<0.01%newTimeline
ENZCENZOLYTICS 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: 1,953,775 shares; 2025Q1: not reported; 2025Q2: 1,953,775 shares 1,953,775$1.37K<0.01%newTimeline
ENDVENDONOVO THERAPEUTICS 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: 20,228 shares 20,228$3<0.01%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
EIXEDISON INTL3,791$223Kshares
SUSCISHARES TR8,786$203Kshares
PGXINVESCO EXCH TRADED FD TR II11,250$126Kshares

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 0001104659-25-082246 base2025-08-25acceptance time not in the bulk data set