Independent Wealth Network Inc.

13F filer, CIK 1891240, URBANDALE, IA

Independent Wealth Network Inc. reported $246,475,329 across 236 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-17. Its ten largest share positions make up 28.17% of the portfolio.

Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001891240-25-000001

Period: 2024-12-31
Reported value: $246M
Holdings: 236
Top 10 weight: 28.17%
New: 30
Sold out: 16

Largest buys vs the previous quarter

Security	Shares change	Approx. value
ONEQnew	+23,161	$1.76M
JMHInew	+32,946	$1.65M
QDPLadded	+42,286	$1.62M
SPYMadded	+23,006	$1.59M
BILadded	+15,039	$1.38M

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
SHVexited	-23,574	-$2.61M
FLRTreduced	-24,690	-$1.17M
GOVTexited	-28,757	-$674K
SHYreduced	-6,592	-$540K
SCHAexited	-9,640	-$496K

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 0001891240-25-000001, largest first. % of portfolio is the value over $246,475,329, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
SPYGSPDR SERIES TRUST	117,546	$10.3M	4.19%	+336	Timeline
SPYMSPDR SERIES TRUST	141,816	$9.78M	3.97%	+23,006	Timeline
CATCATERPILLAR INC	26,607	$9.65M	3.92%	-12	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	185,253	$9.33M	3.79%	+7,991	Timeline
SPYVSPDR SERIES TRUST	135,497	$6.93M	2.81%	+5,665	Timeline
AAPLAPPLE INC	21,617	$5.41M	2.2%	+1,280	Timeline
ACWIISHARES TR	40,361	$4.74M	1.92%	+840	Timeline
ILTBISHARES TR	95,086	$4.63M	1.88%	+27,643	Timeline
CVXCHEVRON CORPORATION	30,039	$4.35M	1.77%	+1,723	Timeline
MSFTMICROSOFT CORP	10,171	$4.29M	1.74%	+614	Timeline
DFUSDIMENSIONAL ETF TRUST	61,446	$3.92M	1.59%	+3,388	Timeline
SPABSPDR SERIES TRUST	152,564	$3.81M	1.55%	+5,605	Timeline
VOOVANGUARD INDEX FDS	6,756	$3.64M	1.48%	+1,336	Timeline
FLRTPACER FDS TR	75,981	$3.61M	1.47%	-24,690	Timeline
SPYDSPDR SERIES TRUST	83,003	$3.59M	1.46%	+2,998	Timeline
BILSPDR SERIES TRUST	37,705	$3.45M	1.4%	+15,039	Timeline
NVDANVIDIA CORPORATION	24,009	$3.22M	1.31%	+2,213	Timeline
QQQINVESCO QQQ TR	5,863	$3M	1.22%	+1,029	Timeline
AMZNAMAZON COM INC	13,465	$2.95M	1.2%	+1,364	Timeline
PSFFPACER FDS TR	84,430	$2.47M	1%	+7,305	Timeline
USRTISHARES TR	42,439	$2.43M	0.99%	+705	Timeline
GLDSPDR GOLD TR	9,998	$2.42M	0.98%	+256	Timeline
QDPLPACER FDS TR	62,350	$2.39M	0.97%	+42,286	Timeline
SLVISHARES SILVER TR	90,516	$2.38M	0.97%	+4,630	Timeline
RDFICOLLABORATIVE INVESTMNT SER	99,629	$2.35M	0.96%	+14,979	Timeline
VYMVANGUARD WHITEHALL FDS	18,136	$2.31M	0.94%	+209	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	5,026	$2.28M	0.92%	+358	Timeline
FJANFIRST TR EXCHNG TRADED FD VI	49,353	$2.27M	0.92%	-189	Timeline
VUGVANGUARD INDEX FDS	5,511	$2.26M	0.92%	+429	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	36,302	$2.09M	0.85%	+5,248	Timeline
STIPISHARES TR	19,310	$1.94M	0.79%	+3,031	Timeline
FPEFIRST TR EXCH TRADED FD III	108,525	$1.92M	0.78%	+567	Timeline
METAMETA PLATFORMS INC	3,208	$1.88M	0.76%	+131	Timeline
ONEQFIDELITY COMWLTH TR	23,161	$1.76M	0.71%	new	Timeline
VVISA INC	5,353	$1.69M	0.69%	-7	Timeline
YYYAMPLIFY ETF TR	144,565	$1.67M	0.68%	+2,693	Timeline
JMHIJ P MORGAN EXCHANGE TRADED F	32,946	$1.65M	0.67%	new	Timeline
PLTRPALANTIR TECHNOLOGIES INC	21,446	$1.62M	0.66%	-5,116	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	2,634	$1.54M	0.63%	-19	Timeline
JPUSJ P MORGAN EXCHANGE TRADED F	12,334	$1.41M	0.57%	+2,054	Timeline
TSLATESLA INC	3,381	$1.37M	0.55%	+1,473	Timeline
XLKSELECT SECTOR SPDR TR	5,786	$1.35M	0.55%	+17	Timeline
SGOVISHARES TR	13,284	$1.33M	0.54%	new	Timeline
XAWFXALLIANCEBERNSTEIN GLOBAL HIG	121,750	$1.31M	0.53%	-713	Timeline
BUFRFIRST TR EXCHNG TRADED FD VI	41,970	$1.28M	0.52%	+8,065	Timeline
AGGYWISDOMTREE TR	29,629	$1.27M	0.52%	+2,553	Timeline
KYNKAYNE ANDERSON ENERGY INFRST	97,272	$1.24M	0.5%	+3,673	Timeline
BNDVANGUARD BD INDEX FDS	17,151	$1.23M	0.5%	+510	Timeline
BKLNINVESCO EXCH TRADED FD TR II	58,324	$1.23M	0.5%	+11,597	Timeline
QYLDGLOBAL X FDS	67,446	$1.23M	0.5%	new	Timeline
MSIMOTOROLA SOLUTIONS INC	2,658	$1.23M	0.5%	+100	Timeline
SECTNORTHERN LTS FD TR IV	22,338	$1.23M	0.5%	+1,701	Timeline
SHYISHARES TR	14,934	$1.22M	0.5%	-6,592	Timeline
KRKROGER CO	18,743	$1.15M	0.47%	+514	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,239	$1.14M	0.46%	+31	Timeline
FLOTISHARES TR	22,137	$1.13M	0.46%	+466	Timeline
DVYISHARES TR	8,289	$1.09M	0.44%	+1,222	Timeline
HDHOME DEPOT INC	2,792	$1.09M	0.44%	+48	Timeline
PGXINVESCO EXCH TRADED FD TR II	90,434	$1.04M	0.42%	+5,837	Timeline
MINTPIMCO ETF TR	10,365	$1.04M	0.42%	+267	Timeline
ARCCARES CAPITAL CORP	47,505	$1.04M	0.42%	+2,941	Timeline
FTSMFIRST TR EXCHANGE-TRADED FD	17,037	$1.02M	0.41%	-1,262	Timeline
VBKVANGUARD INDEX FDS	3,578	$1M	0.41%	+862	Timeline
VIGVANGUARD SPECIALIZED FUNDS	5,026	$984K	0.4%	-50	Timeline
CGUSCAPITAL GROUP CORE EQUITY ET	27,833	$973K	0.39%	+7,244	Timeline
SOXXISHARES TR	4,495	$969K	0.39%	+415	Timeline
ITAISHARES TR	6,646	$966K	0.39%	+398	Timeline
LGLVSPDR SERIES TRUST	5,835	$964K	0.39%	-1,128	Timeline
MOALTRIA GROUP INC	18,421	$963K	0.39%	+449	Timeline
VCITVANGUARD SCOTTSDALE FDS	11,709	$940K	0.38%	+1,224	Timeline
ETENERGY TRANSFER L P	47,607	$933K	0.38%	+2,336	Timeline
IVVISHARES TR	1,580	$930K	0.38%	-161	Timeline
VNQVANGUARD INDEX FDS	10,328	$920K	0.37%	+598	Timeline
HONHONEYWELL INTL INC	4,035	$911K	0.37%	+107	Timeline
XOMEXXON MOBIL CORP	8,374	$901K	0.37%	+70	Timeline
XLESELECT SECTOR SPDR TR	10,441	$894K	0.36%	+917	Timeline
VTIPVANGUARD MALVERN FDS	18,403	$891K	0.36%	+1,092	Timeline
XMMOINVESCO EXCHANGE TRADED FD T	7,200	$889K	0.36%	+3,903	Timeline
HACKAMPLIFY ETF TR	11,747	$875K	0.36%	+51	Timeline
GOOGALPHABET INC	4,544	$865K	0.35%	+426	Timeline
BABOEING CO	4,701	$832K	0.34%	+1,226	Timeline
SDVYFIRST TR EXCHANGE TRADED FD	22,483	$806K	0.33%	+5,519	Timeline
EFAISHARES TR	10,053	$760K	0.31%	+344	Timeline
VOTVANGUARD INDEX FDS	2,891	$734K	0.3%	+13	Timeline
CLXCLOROX CO DEL	4,264	$692K	0.28%	+287	Timeline
JNJJOHNSON & JOHNSON	4,674	$676K	0.27%	-78	Timeline
JCPBJ P MORGAN EXCHANGE TRADED F	14,554	$670K	0.27%	+4,919	Timeline
HSYHERSHEY CO	3,951	$669K	0.27%	-347	Timeline
LACLITHIUM AMERS CORP NEW	216,973	$644K	0.26%	+123,993	Timeline
JSMLJANUS DETROIT STR TR	9,829	$644K	0.26%	new	Timeline
BUFBINNOVATOR ETFS TRUST	19,448	$628K	0.25%	+363	Timeline
CMECME GROUP INC	2,683	$623K	0.25%	+54	Timeline
TFISPDR SERIES TRUST	13,645	$622K	0.25%	-9,179	Timeline
PKWINVESCO EXCHANGE TRADED FD T	5,391	$621K	0.25%	-171	Timeline
EWAISHARES INC	25,901	$618K	0.25%	+537	Timeline
IAUISHARES GOLD TR	12,388	$613K	0.25%	-3,176	Timeline
CASYCASEYS GEN STORES INC	1,544	$612K	0.25%	-22	Timeline
FTCSFIRST TR EXCHANGE-TRADED FD	6,925	$608K	0.25%	+7	Timeline
VEAVANGUARD TAX-MANAGED FDS	12,680	$606K	0.25%	-283	Timeline
SPTMSPDR SERIES TRUST	8,422	$602K	0.24%	+155	Timeline
WELLS FARGO & COWELLS FARGO & CO	503	$601K	0.24%	-1
RPVINVESCO EXCHANGE TRADED FD T	6,597	$595K	0.24%	-73	Timeline
FYCFIRST TR EXCHANGE-TRADED ALP	7,655	$593K	0.24%	+1,822	Timeline
SPEMSPDR INDEX SHS FDS	15,396	$591K	0.24%	+2,020	Timeline
JPIEJ P MORGAN EXCHANGE TRADED F	12,940	$590K	0.24%	+616	Timeline
ICVTISHARES TR	6,922	$588K	0.24%	-64	Timeline
FRTYTHE ALGER ETF TRUST	31,448	$588K	0.24%	new	Timeline
USHYISHARES TR	15,795	$581K	0.24%	-7,646	Timeline
FEXFIRST TR EXCHANGE-TRADED ALP	5,540	$578K	0.23%	+1,472	Timeline
SCHGSCHWAB STRATEGIC TR	20,478	$571K	0.23%	+16,697	Timeline
IWMISHARES TR	2,582	$571K	0.23%	+744	Timeline
SHWSHERWIN WILLIAMS CO	1,675	$569K	0.23%	+123	Timeline
AAXJISHARES TR	7,856	$567K	0.23%	-344	Timeline
FTHIFIRST TR EXCHANGE TRADED FD	23,702	$552K	0.22%	+1,545	Timeline
AFLAFLAC INC	5,327	$551K	0.22%	-126	Timeline
AVGOBROADCOM INC	2,364	$548K	0.22%	+306	Timeline
IDVISHARES TR	19,812	$542K	0.22%	+442	Timeline
CSCOCISCO SYS INC	9,144	$541K	0.22%	+280	Timeline
GOOGLALPHABET INC	2,854	$540K	0.22%	+114	Timeline
IJKISHARES TR	5,939	$540K	0.22%	-65	Timeline
FSKFS KKR CAP CORP	24,628	$535K	0.22%	-5,931	Timeline
DFAXDIMENSIONAL ETF TRUST	20,510	$510K	0.21%	-2,191	Timeline
USFRWISDOMTREE TR	10,128	$510K	0.21%	-85	Timeline
IVEISHARES TR	2,657	$507K	0.21%	-424	Timeline
WMTWALMART INC	5,568	$503K	0.2%	+222	Timeline
ABBVABBVIE INC	2,820	$501K	0.2%	-202	Timeline
RTRECOLLABORATIVE INVESTMNT SER	20,238	$499K	0.2%	new	Timeline
PTLCPACER FDS TR	9,135	$488K	0.2%	+3,140	Timeline
JPINJ P MORGAN EXCHANGE TRADED F	8,930	$478K	0.19%	+2,733	Timeline
KSSKOHLS CORP	34,052	$478K	0.19%	-1,065	Timeline
CGBLCAPITAL GROUP CORE BALANCED	15,271	$478K	0.19%	new	Timeline
HDVISHARES TR	4,208	$472K	0.19%	+492	Timeline
VZVERIZON COMMUNICATIONS INC	11,733	$469K	0.19%	+627	Timeline
IBBISHARES TR	3,532	$467K	0.19%	-110	Timeline
AIRRFIRST TR EXCHANGE TRADED FD	6,025	$464K	0.19%	+1,724	Timeline
FNXFIRST TR EXCHANGE-TRADED ALP	4,004	$463K	0.19%	-52	Timeline
FYXFIRST TR EXCHANGE-TRADED ALP	4,473	$452K	0.18%	-126	Timeline
GLOFISHARES TR	10,392	$451K	0.18%	+60	Timeline
FTAFIRST TR EXCHANGE-TRADED ALP	5,830	$446K	0.18%	+91	Timeline
SCHOSCHWAB STRATEGIC TR	18,479	$445K	0.18%	+9,299	Timeline
NFLXNETFLIX INC.	483	$431K	0.17%	+73	Timeline
IGLDFIRST TR EXCHANGE-TRADED FD	22,428	$423K	0.17%	-8,116	Timeline
LLYELI LILLY & CO	539	$416K	0.17%	-213	Timeline
JPMJPMORGAN CHASE & CO	1,733	$416K	0.17%	+80	Timeline
TAT&T INC	17,793	$405K	0.16%	+1,066	Timeline
NYFISHARES TR	7,517	$400K	0.16%	-2,745	Timeline
IJRISHARES TR	3,436	$396K	0.16%	-91	Timeline
SPMDSPDR SERIES TRUST	7,064	$386K	0.16%	-149	Timeline
GPNGLOBAL PMTS INC	3,430	$384K	0.16%	-227	Timeline
AGGISHARES TR	3,934	$381K	0.15%	-2,050	Timeline
VTEBVANGUARD MUN BD FDS	7,574	$380K	0.15%	+42	Timeline
CNRGSPDR SERIES TRUST	6,259	$379K	0.15%	-938	Timeline
ARKKARK ETF TR	6,571	$373K	0.15%	-769	Timeline
FTECFIDELITY COVINGTON TRUST	1,988	$368K	0.15%	+100	Timeline
LQDISHARES TR	3,377	$361K	0.15%	-55	Timeline
SPSMSPDR SERIES TRUST	7,971	$358K	0.15%	+422	Timeline
SCHVSCHWAB STRATEGIC TR	13,517	$352K	0.14%	new	Timeline
DEDEERE & CO	821	$348K	0.14%	+11	Timeline
VTVVANGUARD INDEX FDS	2,047	$347K	0.14%	+34	Timeline
FSCOFS CREDIT OPPORTUNITIES CORP	50,607	$345K	0.14%	-13	Timeline
VDEVANGUARD WORLD FD	2,821	$342K	0.14%	-137	Timeline
MCNXAI MADISON EQUITY PREMIUM I	50,562	$339K	0.14%	+5,863	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	5,713	$338K	0.14%	+262	Timeline
VGTVANGUARD WORLD FD	542	$337K	0.14%	+21	Timeline
SOFISOFI TECHNOLOGIES INC	21,764	$335K	0.14%	-572	Timeline
MAMASTERCARD INCORPORATED	624	$329K	0.13%	+32	Timeline
AMLPALPS ETF TR	6,755	$325K	0.13%	-53	Timeline
KOCOCA COLA CO	5,196	$323K	0.13%	+117	Timeline
RDVIFIRST TR EXCHANGE-TRADED FD	13,340	$323K	0.13%	+2,752	Timeline
CEFSPROTT ASSET MANAGEMENT LP	13,362	$317K	0.13%	-3	Timeline
HYLSFIRST TR EXCHANGE-TRADED FD	7,594	$314K	0.13%	new	Timeline
PGPROCTER & GAMBLE CO	1,832	$307K	0.12%	+82	Timeline
GMGENERAL MTRS CO	5,598	$298K	0.12%	new	Timeline
ZOCTINNOVATOR ETFS TRUST	11,770	$297K	0.12%	new	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,337	$294K	0.12%	+244	Timeline
PEPPEPSICO INC	1,899	$289K	0.12%	+33	Timeline
VWOVANGUARD INTL EQUITY INDEX F	6,516	$287K	0.12%	-706	Timeline
SDVDFIRST TR EXCHANGE-TRADED FD	13,161	$283K	0.11%	+4,071	Timeline
ABTABBOTT LABORATORIES	2,444	$276K	0.11%	+32	Timeline
SPGIS&P GLOBAL INC	554	$276K	0.11%	+50	Timeline
ATOATMOS ENERGY CORP	1,977	$275K	0.11%	+31	Timeline
USMVISHARES TR	3,091	$274K	0.11%	+208	Timeline
FFEBFIRST TR EXCHNG TRADED FD VI	5,457	$272K	0.11%	-133	Timeline
PSRINVESCO ACTIVELY MANAGED EXC	2,988	$270K	0.11%	+862	Timeline
FVFIRST TR EXCHANGE TRADED FD	4,552	$269K	0.11%	-209	Timeline
IDEVISHARES TR	4,151	$268K	0.11%	new	Timeline
PANWPALO ALTO NETWORKS INC	1,460	$266K	0.11%	+743	Timeline
RBLXROBLOX CORP	4,517	$261K	0.11%	-221	Timeline
MRKMERCK & CO INC	2,609	$260K	0.11%	+119	Timeline
BCXBLACKROCK RES & COMMODITIES	30,210	$258K	0.1%	+8,816	Timeline
AMDADVANCED MICRO DEVICES INC	2,110	$255K	0.1%	-15	Timeline
TOSTTOAST INC	6,982	$254K	0.1%	new	Timeline
BLKBLACKROCK INC	244	$250K	0.1%	new	Timeline
JGHNUVEEN GLOBAL HIGH INCOME FD	19,352	$248K	0.1%	+518	Timeline
BABAALIBABA GROUP HLDG LTD	2,887	$245K	0.1%	-7	Timeline
SYKSTRYKER CORPORATION	677	$244K	0.1%	+39	Timeline
XYZBLOCK INC	2,862	$243K	0.1%	new	Timeline
IVWISHARES TR	2,395	$243K	0.1%	-861	Timeline
SCHXSCHWAB STRATEGIC TR	10,408	$241K	0.1%	+5,979	Timeline
ADPAUTOMATIC DATA PROCESSING IN	815	$238K	0.1%	+18	Timeline
UNHUNITEDHEALTH GROUP INC	464	$235K	0.1%	+101	Timeline
BNDXVANGUARD CHARLOTTE FDS	4,760	$233K	0.09%	new	Timeline
MMM3M CO	1,796	$232K	0.09%	+65	Timeline
TXNTEXAS INSTRS INC	1,226	$230K	0.09%	+111	Timeline
WTBAWEST BANCORPORATION INC	10,448	$226K	0.09%	+40	Timeline
COWZPACER FDS TR	3,991	$225K	0.09%	-264	Timeline
UECURANIUM ENERGY CORP	33,553	$224K	0.09%	0	Timeline
PSXPHILLIPS 66	1,937	$221K	0.09%	+280	Timeline
NOWSERVICENOW INC	208	$221K	0.09%	new	Timeline
HFXINYLIM ETF TR	8,445	$220K	0.09%	new	Timeline
TSCOTRACTOR SUPPLY CO	4,120	$219K	0.09%	+3,310	Timeline
ENBENBRIDGE INC	5,147	$218K	0.09%	+27	Timeline
FIIGFIRST TR EXCHANGE-TRADED FD	10,644	$218K	0.09%	new	Timeline
HYGISHARES TR	2,767	$218K	0.09%	-1,273	Timeline
ACWVISHARES INC	1,968	$215K	0.09%	-76	Timeline
MCDMCDONALDS CORP	736	$213K	0.09%	+36	Timeline
WECWEC ENERGY GROUP INC	2,252	$212K	0.09%	+3	Timeline
QCOMQUALCOMM INC	1,376	$211K	0.09%	-66	Timeline
CTVACORTEVA INC	3,707	$211K	0.09%	new	Timeline
MUBISHARES TR	1,977	$211K	0.09%	new	Timeline
IMCGISHARES TR	2,781	$210K	0.09%	new	Timeline
TMUST-MOBILE US INC	950	$210K	0.09%	new	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,061	$210K	0.09%	new	Timeline
MDLZMONDELEZ INTL INC	3,501	$209K	0.08%	+22	Timeline
WINNHARBOR ETF TRUST	7,633	$208K	0.08%	new	Timeline
ACNACCENTURE PLC IRELAND	584	$205K	0.08%	new	Timeline
WFCWELLS FARGO & CO	2,895	$203K	0.08%	new	Timeline
FTRIFIRST TR EXCHANGE-TRADED FD	16,907	$203K	0.08%	-3,594	Timeline
JRSNUVEEN REAL ESTATE INCOME FD	19,765	$171K	0.07%	-55	Timeline
FFORD MTR CO	11,027	$109K	0.04%	-606	Timeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC	11,238	$105K	0.04%	new
GRNTGRANITE RIDGE RESOURCES INC	16,105	$104K	0.04%	+942	Timeline
DNPDNP SELECT INCOME FD INC	11,520	$102K	0.04%	0	Timeline
BGSB & G FOODS INC	11,218	$77.3K	0.03%	new	Timeline
AKBAAKEBIA THREAPEUTICS INC	13,003	$24.7K	0.01%	+2,000	Timeline
NAKNORTHERN DYNASTY MINERALS LT	15,850	$9.22K	<0.01%	-50	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
SHVISHARES TR	23,574	$2.61M	shares
GOVTISHARES TR	28,757	$674K	shares
SCHASCHWAB STRATEGIC TR	9,640	$496K	shares
TLTISHARES TR	4,744	$465K	shares
JBIJANUS INTERNATIONAL GROUP IN	37,594	$380K	shares
VGLTVANGUARD SCOTTSDALE FDS	5,098	$314K	shares
IUSBISHARES TR	6,318	$298K	shares
CTRACOTERRA ENERGY INC	10,945	$262K	shares
BLACKROCK INCBLACKROCK INC	254	$241K	shares
GDGENERAL DYNAMICS CORP	784	$237K	shares
UBERUBER TECHNOLOGIES INC	3,068	$231K	shares
CTASCINTAS CORP	1,070	$220K	shares
INTCINTEL CORP	8,970	$210K	shares
TTTRANE TECHNOLOGIES PLC	531	$206K	shares
DONWISDOMTREE TR	3,964	$203K	shares
BTGB2GOLD CORP	10,000	$30.8K	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 0001891240-25-000001	base		2025-01-17	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC