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InTrack Investment Management Inc

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13F filer, CIK 1847343, SOUTH BURLINGTON, VT

InTrack Investment Management Inc reported $201,690,860 across 110 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-17. Its ten largest share positions make up 33.01% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001847343-26-000003

Changes against Q1 2026 are not shown: its report omitted holdings under a confidential treatment request (108 positions on file), so every position would read as new.

Period
2026-06-30
Reported value
$202M
Holdings
110
Top 10 weight
33.01%
New
Sold out

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001847343-26-000003, largest first. % of portfolio is the value over $201,690,860, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,967 shares; 2024Q4: 4,288 shares; 2025Q1: 6,038 shares; 2025Q2: 8,729 shares; 2025Q3: 9,702 shares; 2025Q4: 9,642 shares; 2026Q1: 10,683 shares; 2026Q2: 12,709 shares 12,709$9.52M4.72%Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,701 shares; 2024Q4: 30,574 shares; 2025Q1: 25,303 shares; 2025Q2: 28,646 shares; 2025Q3: 29,063 shares; 2025Q4: 30,647 shares; 2026Q1: 32,154 shares; 2026Q2: 27,173 shares 27,173$9.27M4.59%Timeline
FENIFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,462 shares; 2025Q2: 160,904 shares; 2025Q3: 163,318 shares; 2025Q4: 171,270 shares; 2026Q1: 174,700 shares; 2026Q2: 188,783 shares 188,783$7.58M3.76%Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,961 shares; 2024Q4: 27,065 shares; 2025Q1: 21,595 shares; 2025Q2: 24,052 shares; 2025Q3: 25,457 shares; 2025Q4: 25,175 shares; 2026Q1: 25,137 shares; 2026Q2: 25,310 shares 25,310$7.32M3.63%Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,624 shares; 2025Q3: 32,770 shares; 2025Q4: 43,515 shares; 2026Q1: 50,467 shares; 2026Q2: 54,004 shares 54,004$6.34M3.14%Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,516 shares; 2024Q4: 34,796 shares; 2025Q1: 36,148 shares; 2025Q2: 75,506 shares; 2025Q3: 82,563 shares; 2025Q4: 89,021 shares; 2026Q1: 104,897 shares; 2026Q2: 128,435 shares 128,435$5.84M2.9%Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,883 shares; 2024Q4: 27,873 shares; 2025Q1: 24,181 shares; 2025Q2: 26,979 shares; 2025Q3: 27,380 shares; 2025Q4: 28,848 shares; 2026Q1: 27,803 shares; 2026Q2: 27,207 shares 27,207$5.44M2.7%Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,050 shares; 2024Q4: 22,926 shares; 2025Q1: 16,501 shares; 2025Q2: 14,877 shares; 2025Q3: 14,296 shares; 2025Q4: 13,712 shares; 2026Q1: 14,482 shares; 2026Q2: 14,317 shares 14,317$5.34M2.65%Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,011 shares; 2025Q3: 97,275 shares; 2025Q4: 89,599 shares; 2026Q1: 99,466 shares; 2026Q2: 96,942 shares 96,942$5.24M2.6%Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,347 shares; 2024Q4: 9,276 shares; 2025Q1: 9,047 shares; 2025Q2: 11,718 shares; 2025Q3: 12,905 shares; 2025Q4: 13,719 shares; 2026Q1: 13,040 shares; 2026Q2: 13,255 shares 13,255$4.68M2.32%Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,986 shares; 2025Q2: 64,236 shares; 2025Q3: 67,342 shares; 2025Q4: 67,375 shares; 2026Q1: 65,437 shares; 2026Q2: 63,336 shares 63,336$4.43M2.2%Timeline
FEMRFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,855 shares; 2025Q3: 40,507 shares; 2025Q4: 56,953 shares; 2026Q1: 82,156 shares; 2026Q2: 101,235 shares 101,235$4.31M2.14%Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,505 shares; 2024Q4: 4,516 shares; 2025Q1: 2,950 shares; 2025Q2: 2,720 shares; 2025Q3: 3,380 shares; 2025Q4: 3,672 shares; 2026Q1: 3,614 shares; 2026Q2: 3,505 shares 3,505$4.2M2.08%Timeline
CGCBCAPITAL GRP FIXED INCM ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,025 shares; 2025Q3: 83,050 shares; 2025Q4: 111,737 shares; 2026Q1: 136,634 shares; 2026Q2: 157,103 shares 157,103$4.11M2.04%Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,268 shares; 2025Q1: 5,104 shares; 2025Q2: 6,358 shares; 2025Q3: 6,497 shares; 2025Q4: 6,158 shares; 2026Q1: 6,358 shares; 2026Q2: 5,444 shares 5,444$3.94M1.95%Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,065 shares; 2024Q4: 19,412 shares; 2025Q1: 16,739 shares; 2025Q2: 22,119 shares; 2025Q3: 25,962 shares; 2025Q4: 26,382 shares; 2026Q1: 27,757 shares; 2026Q2: 27,397 shares 27,397$3.83M1.9%Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,439 shares; 2024Q4: 13,656 shares; 2025Q1: 11,039 shares; 2025Q2: 11,800 shares; 2025Q3: 14,082 shares; 2025Q4: 15,610 shares; 2026Q1: 15,981 shares; 2026Q2: 15,968 shares 15,968$3.81M1.89%Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,050 shares; 2024Q4: 3,764 shares; 2025Q1: 2,000 shares; 2025Q2: 3,405 shares; 2025Q3: 4,532 shares; 2025Q4: 5,861 shares; 2026Q1: 5,436 shares; 2026Q2: 6,151 shares 6,151$3.46M1.72%Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,548 shares; 2024Q4: 10,058 shares; 2025Q1: 6,615 shares; 2025Q2: 7,608 shares; 2025Q3: 8,568 shares; 2025Q4: 8,914 shares; 2026Q1: 10,016 shares; 2026Q2: 10,068 shares 10,068$3.3M1.63%Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,306 shares; 2024Q4: 3,808 shares; 2025Q1: 4,656 shares; 2025Q2: 4,683 shares; 2025Q3: 4,495 shares; 2025Q4: 3,620 shares; 2026Q1: 3,298 shares; 2026Q2: 3,086 shares 3,086$3.29M1.63%Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,997 shares; 2025Q3: 31,353 shares; 2025Q4: 37,021 shares; 2026Q1: 42,563 shares; 2026Q2: 70,941 shares 70,941$3.27M1.62%Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,546 shares; 2024Q4: 69,029 shares; 2025Q1: 42,661 shares; 2025Q2: 28,226 shares; 2025Q3: 27,127 shares; 2025Q4: 27,051 shares; 2026Q1: 26,965 shares; 2026Q2: 27,216 shares 27,216$3.18M1.57%Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,107 shares; 2024Q4: 2,568 shares; 2025Q1: 2,237 shares; 2025Q2: 5,712 shares; 2025Q3: 8,964 shares; 2025Q4: 9,151 shares; 2026Q1: 8,624 shares; 2026Q2: 8,960 shares 8,960$3.05M1.51%Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,345 shares; 2024Q4: 18,099 shares; 2025Q1: 16,975 shares; 2025Q2: 7,185 shares; 2025Q3: 5,418 shares; 2025Q4: 5,337 shares; 2026Q1: 4,792 shares; 2026Q2: 4,217 shares 4,217$2.9M1.44%Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,452 shares; 2024Q4: 4,940 shares; 2025Q1: 3,696 shares; 2025Q2: 3,490 shares; 2025Q3: 3,537 shares; 2025Q4: 3,543 shares; 2026Q1: 3,542 shares; 2026Q2: 3,662 shares 3,662$2.77M1.37%Timeline
FESMFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,659 shares; 2026Q2: 56,216 shares 56,216$2.71M1.35%Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,710 shares; 2024Q4: 20,790 shares; 2025Q1: 19,310 shares; 2025Q2: 18,758 shares; 2025Q3: 18,358 shares; 2025Q4: 17,933 shares; 2026Q1: 17,933 shares; 2026Q2: 17,608 shares 17,608$2.7M1.34%Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,412 shares; 2024Q4: 6,717 shares; 2025Q1: 7,341 shares; 2025Q2: 6,801 shares; 2025Q3: 5,872 shares; 2025Q4: 6,333 shares; 2026Q1: 6,071 shares; 2026Q2: 5,899 shares 5,899$2.51M1.25%Timeline
JPIBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,613 shares; 2025Q3: 23,866 shares; 2025Q4: 29,238 shares; 2026Q1: 31,188 shares; 2026Q2: 43,437 shares 43,437$2.1M1.04%Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,846 shares; 2025Q1: 5,807 shares; 2025Q2: 5,856 shares; 2025Q3: 7,102 shares; 2025Q4: 8,742 shares; 2026Q1: 8,621 shares; 2026Q2: 9,280 shares 9,280$2.07M1.03%Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,253 shares; 2024Q4: 8,913 shares; 2025Q1: 9,293 shares; 2025Q2: 12,000 shares; 2025Q3: 13,808 shares; 2025Q4: 15,273 shares; 2026Q1: 15,288 shares; 2026Q2: 16,012 shares 16,012$2.03M1%Timeline
FHEQFIDELITY GREENWOOD STREET TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,300 shares; 2025Q3: 91,135 shares; 2025Q4: 68,646 shares; 2026Q1: 67,958 shares; 2026Q2: 58,874 shares 58,874$1.94M0.96%Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,627 shares; 2026Q2: 61,589 shares 61,589$1.92M0.95%Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,068 shares; 2024Q4: 4,743 shares; 2025Q1: 5,500 shares; 2025Q2: 6,868 shares; 2025Q3: 8,272 shares; 2025Q4: 8,663 shares; 2026Q1: 8,571 shares; 2026Q2: 8,547 shares 8,547$1.91M0.95%Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,010 shares; 2024Q4: 15,678 shares; 2025Q1: 14,475 shares; 2025Q2: 18,228 shares; 2025Q3: 19,624 shares; 2025Q4: 20,097 shares; 2026Q1: 20,565 shares; 2026Q2: 21,144 shares 21,144$1.86M0.92%Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,612 shares; 2024Q4: 3,935 shares; 2025Q1: 3,023 shares; 2025Q2: 3,886 shares; 2025Q3: 4,135 shares; 2025Q4: 4,855 shares; 2026Q1: 5,253 shares; 2026Q2: 5,770 shares 5,770$1.82M0.9%Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,920 shares; 2024Q4: 4,509 shares; 2025Q1: 4,433 shares; 2025Q2: 3,187 shares; 2025Q3: 3,153 shares; 2025Q4: 3,128 shares; 2026Q1: 2,566 shares; 2026Q2: 2,432 shares 2,432$1.82M0.9%Timeline
FELGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,816 shares; 2025Q3: 44,257 shares; 2025Q4: 44,035 shares; 2026Q1: 41,008 shares; 2026Q2: 38,406 shares 38,406$1.68M0.83%Timeline
FELCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,804 shares; 2026Q2: 40,010 shares 40,010$1.68M0.83%Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,760 shares; 2024Q4: 9,969 shares; 2025Q1: 8,584 shares; 2025Q2: 9,334 shares; 2025Q3: 9,172 shares; 2025Q4: 9,572 shares; 2026Q1: 10,130 shares; 2026Q2: 8,392 shares 8,392$1.6M0.79%Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,736 shares; 2026Q2: 45,549 shares 45,549$1.6M0.79%Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,806 shares; 2024Q4: 12,610 shares; 2025Q1: 12,988 shares; 2025Q2: 13,190 shares; 2025Q3: 14,414 shares; 2025Q4: 14,738 shares; 2026Q1: 14,128 shares; 2026Q2: 13,890 shares 13,890$1.57M0.78%Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,570 shares; 2024Q4: 19,893 shares; 2025Q1: 19,226 shares; 2025Q2: 19,477 shares; 2025Q3: 20,967 shares; 2025Q4: 20,618 shares; 2026Q1: 20,618 shares; 2026Q2: 20,479 shares 20,479$1.5M0.74%Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,346 shares; 2025Q3: 19,761 shares; 2025Q4: 18,751 shares; 2026Q1: 18,331 shares; 2026Q2: 18,836 shares 18,836$1.5M0.74%Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,457 shares; 2026Q2: 3,942 shares 3,942$1.49M0.74%Timeline
PHYLPGIM ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,324 shares; 2025Q3: 29,059 shares; 2025Q4: 37,520 shares; 2026Q1: 40,955 shares; 2026Q2: 41,729 shares 41,729$1.46M0.72%Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,741 shares; 2024Q4: 6,109 shares; 2025Q1: 4,622 shares; 2025Q2: 4,952 shares; 2025Q3: 5,794 shares; 2025Q4: 6,356 shares; 2026Q1: 6,345 shares; 2026Q2: 5,371 shares 5,371$1.45M0.72%Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,574 shares; 2024Q4: 3,446 shares; 2025Q1: 3,270 shares; 2025Q2: 3,008 shares; 2025Q3: 2,116 shares; 2025Q4: 2,390 shares; 2026Q1: 2,449 shares; 2026Q2: 2,516 shares 2,516$1.45M0.72%Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,901 shares; 2024Q4: 5,041 shares; 2025Q1: 1,716 shares; 2025Q2: 2,195 shares; 2025Q3: 2,701 shares; 2025Q4: 3,021 shares; 2026Q1: 3,117 shares; 2026Q2: 2,852 shares 2,852$1.43M0.71%Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 998 shares; 2024Q4: 2,245 shares; 2025Q1: 2,616 shares; 2025Q2: 2,621 shares; 2025Q3: 2,940 shares; 2025Q4: 2,878 shares; 2026Q1: 2,176 shares; 2026Q2: 1,355 shares 1,355$1.41M0.7%Timeline
FMDEFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,104 shares; 2025Q2: 61,676 shares; 2025Q3: 66,809 shares; 2025Q4: 64,701 shares; 2026Q1: 60,448 shares; 2026Q2: 33,205 shares 33,205$1.35M0.67%Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,177 shares; 2024Q4: 1,179 shares; 2025Q1: 3,650 shares; 2025Q2: 4,885 shares; 2025Q3: 5,108 shares; 2025Q4: 5,277 shares; 2026Q1: 5,254 shares; 2026Q2: 5,597 shares 5,597$1.23M0.61%Timeline
AXIAYAXIA ENERGIA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,776 shares; 2025Q3: 128,035 shares; 2025Q4: 112,146 shares; 2026Q1: 113,203 shares; 2026Q2: 112,515 shares 112,515$1.19M0.59%Timeline
FTBDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,528 shares; 2025Q3: 5,493 shares; 2025Q4: 7,108 shares; 2026Q1: 9,533 shares; 2026Q2: 24,102 shares 24,102$1.19M0.59%Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,873 shares; 2025Q3: 2,920 shares; 2025Q4: 3,426 shares; 2026Q1: 2,902 shares; 2026Q2: 2,472 shares 2,472$1.18M0.59%Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,407 shares; 2024Q4: 15,218 shares; 2025Q1: 12,976 shares; 2025Q2: 13,496 shares; 2025Q3: 13,296 shares; 2025Q4: 13,796 shares; 2026Q1: 14,157 shares; 2026Q2: 14,114 shares 14,114$1.15M0.57%Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,445 shares; 2024Q4: 12,820 shares; 2025Q1: 9,723 shares; 2025Q2: 7,966 shares; 2025Q3: 7,964 shares; 2025Q4: 8,632 shares; 2026Q1: 8,695 shares; 2026Q2: 7,708 shares 7,708$1.13M0.56%Timeline
MUFGMITSUBISHI UFJ FINANCIAL GROQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,231 shares; 2025Q3: 39,443 shares; 2025Q4: 40,989 shares; 2026Q1: 41,169 shares; 2026Q2: 55,301 shares 55,301$1.1M0.55%Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,021 shares; 2024Q4: 6,833 shares; 2025Q1: 11,364 shares; 2025Q2: 13,136 shares; 2025Q3: 15,974 shares; 2025Q4: 16,040 shares; 2026Q1: 14,702 shares; 2026Q2: 8,886 shares 8,886$1.05M0.52%Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,100 shares; 2025Q3: 7,553 shares; 2025Q4: 7,529 shares; 2026Q1: 6,396 shares; 2026Q2: 2,842 shares 2,842$1.04M0.52%Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,566 shares; 2024Q4: 5,116 shares; 2025Q1: 5,500 shares; 2025Q2: 6,770 shares; 2025Q3: 8,186 shares; 2025Q4: 8,277 shares; 2026Q1: 7,075 shares; 2026Q2: 7,217 shares 7,217$987K0.49%Timeline
BCDABRDN ETFSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,704 shares; 2025Q3: 20,620 shares; 2025Q4: 23,116 shares; 2026Q1: 25,128 shares; 2026Q2: 28,430 shares 28,430$971K0.48%Timeline
NTESNETEASE COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,692 shares; 2025Q3: 4,463 shares; 2025Q4: 5,157 shares; 2026Q1: 8,724 shares; 2026Q2: 7,349 shares 7,349$942K0.47%Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,050 shares; 2025Q1: 7,497 shares; 2025Q2: 5,270 shares; 2025Q3: 6,579 shares; 2025Q4: 6,605 shares; 2026Q1: 6,018 shares; 2026Q2: 5,884 shares 5,884$891K0.44%Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,078 shares; 2025Q3: 2,349 shares; 2025Q4: 2,579 shares; 2026Q1: 2,553 shares; 2026Q2: 2,547 shares 2,547$811K0.4%Timeline
STWDSTARWOOD PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,926 shares; 2025Q4: 36,287 shares; 2026Q1: 38,799 shares; 2026Q2: 48,889 shares 48,889$801K0.4%Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 567 shares; 2024Q4: 575 shares; 2025Q1: not reported; 2025Q2: 776 shares; 2025Q3: 1,344 shares; 2025Q4: 1,374 shares; 2026Q1: 1,388 shares; 2026Q2: 1,393 shares 1,393$723K0.36%Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,133 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,105 shares; 2025Q3: 1,344 shares; 2025Q4: 1,314 shares; 2026Q1: 972 shares; 2026Q2: 962 shares 962$708K0.35%Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,190 shares; 2024Q4: 24,990 shares; 2025Q1: 19,343 shares; 2025Q2: 11,051 shares; 2025Q3: 11,050 shares; 2025Q4: 11,047 shares; 2026Q1: 10,987 shares; 2026Q2: 9,927 shares 9,927$707K0.35%Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,480 shares; 2024Q4: 5,480 shares; 2025Q1: 3,480 shares; 2025Q2: 3,480 shares; 2025Q3: 3,505 shares; 2025Q4: 2,510 shares; 2026Q1: 1,923 shares; 2026Q2: 1,903 shares 1,903$680K0.34%Timeline
VSLUETF OPPORTUNITIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,898 shares; 2024Q4: 54,679 shares; 2025Q1: 49,575 shares; 2025Q2: 19,108 shares; 2025Q3: 18,738 shares; 2025Q4: 18,451 shares; 2026Q1: 17,021 shares; 2026Q2: 14,333 shares 14,333$663K0.33%Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 714 shares; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 707 shares; 2026Q1: 707 shares; 2026Q2: 5,494 shares 5,494$657K0.33%Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,708 shares; 2025Q3: 22,173 shares; 2025Q4: 23,476 shares; 2026Q1: 23,961 shares; 2026Q2: 25,172 shares 25,172$650K0.32%Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,547 shares; 2024Q4: 7,682 shares; 2025Q1: 7,692 shares; 2025Q2: 8,812 shares; 2025Q3: 9,272 shares; 2025Q4: 9,866 shares; 2026Q1: 8,198 shares; 2026Q2: 8,292 shares 8,292$643K0.32%Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 538 shares; 2026Q2: 678 shares 678$634K0.31%Timeline
EVNEATON VANCE MUN INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,084 shares; 2024Q4: 125,661 shares; 2025Q1: 103,652 shares; 2025Q2: 70,356 shares; 2025Q3: 35,001 shares; 2025Q4: 64,991 shares; 2026Q1: 59,390 shares; 2026Q2: 54,399 shares 54,399$613K0.3%Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,345 shares; 2024Q4: 18,436 shares; 2025Q1: 18,042 shares; 2025Q2: 7,612 shares; 2025Q3: 7,323 shares; 2025Q4: 7,295 shares; 2026Q1: 7,260 shares; 2026Q2: 5,698 shares 5,698$592K0.29%Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,664 shares; 2024Q4: 3,403 shares; 2025Q1: 3,414 shares; 2025Q2: 3,072 shares; 2025Q3: 3,092 shares; 2025Q4: 3,271 shares; 2026Q1: 3,200 shares; 2026Q2: 3,035 shares 3,035$562K0.28%Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,443 shares; 2024Q4: 32,073 shares; 2025Q1: 17,448 shares; 2025Q2: 15,698 shares; 2025Q3: 11,439 shares; 2025Q4: 10,872 shares; 2026Q1: 9,472 shares; 2026Q2: 9,472 shares 9,472$540K0.27%Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,832 shares; 2025Q3: 21,744 shares; 2025Q4: 22,466 shares; 2026Q1: 18,363 shares; 2026Q2: 5,690 shares 5,690$531K0.26%Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,975 shares; 2026Q2: 3,349 shares 3,349$530K0.26%Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,215 shares; 2024Q4: not reported; 2025Q1: 13,338 shares; 2025Q2: 9,658 shares; 2025Q3: 10,863 shares; 2025Q4: 11,873 shares; 2026Q1: 11,273 shares; 2026Q2: 9,558 shares 9,558$518K0.26%Timeline
FEMBFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,333 shares; 2026Q2: 17,561 shares 17,561$513K0.25%Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,534 shares; 2024Q4: 5,034 shares; 2025Q1: 4,772 shares; 2025Q2: 1,772 shares; 2025Q3: 1,599 shares; 2025Q4: 1,599 shares; 2026Q1: 889 shares; 2026Q2: 692 shares 692$486K0.24%Timeline
NVGNUVEEN AMT FREE MUN CR INC FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,274 shares; 2024Q4: 80,193 shares; 2025Q1: 80,224 shares; 2025Q2: 64,131 shares; 2025Q3: 53,506 shares; 2025Q4: 58,956 shares; 2026Q1: 36,672 shares; 2026Q2: 36,853 shares 36,853$472K0.23%Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,155 shares; 2024Q4: 1,455 shares; 2025Q1: 1,450 shares; 2025Q2: 1,332 shares; 2025Q3: 1,332 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250$463K0.23%Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,835 shares; 2024Q4: 5,646 shares; 2025Q1: 2,299 shares; 2025Q2: not reported; 2025Q3: 3,557 shares; 2025Q4: 3,557 shares; 2026Q1: 3,557 shares; 2026Q2: 3,557 shares 3,557$457K0.23%Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600$427K0.21%Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,264 shares; 2024Q4: 3,458 shares; 2025Q1: 2,140 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares; 2026Q2: 2,140 shares 2,140$416K0.21%Timeline
PLUSEPLUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,850 shares; 2024Q4: 4,850 shares; 2025Q1: 4,850 shares; 2025Q2: 4,850 shares; 2025Q3: 4,850 shares; 2025Q4: 4,850 shares; 2026Q1: 4,850 shares; 2026Q2: 4,850 shares 4,850$404K0.2%Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,817 shares; 2024Q4: 4,817 shares; 2025Q1: 4,870 shares; 2025Q2: 4,369 shares; 2025Q3: 4,369 shares; 2025Q4: 3,269 shares; 2026Q1: 2,823 shares; 2026Q2: 5,373 shares 5,373$386K0.19%Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,325 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 6,407 shares; 2026Q1: 6,063 shares; 2026Q2: 6,073 shares 6,073$358K0.18%Timeline
CRCRANE COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,557 shares; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 1,557 shares; 2025Q3: 1,557 shares; 2025Q4: 1,607 shares; 2026Q1: 1,801 shares; 2026Q2: 1,535 shares 1,535$343K0.17%Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,420 shares 1,420$322K0.16%Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 270 shares 270$312K0.15%Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,714 shares; 2024Q4: 7,714 shares; 2025Q1: 7,621 shares; 2025Q2: 6,279 shares; 2025Q3: 6,401 shares; 2025Q4: 6,808 shares; 2026Q1: 6,586 shares; 2026Q2: 5,747 shares 5,747$308K0.15%Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,287 shares; 2024Q4: 6,429 shares; 2025Q1: 6,054 shares; 2025Q2: 5,534 shares; 2025Q3: 5,534 shares; 2025Q4: 5,459 shares; 2026Q1: 5,459 shares; 2026Q2: 5,459 shares 5,459$276K0.14%Timeline
BEPCBROOKFIELD RENEWABLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 49,349 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,340 shares 7,340$272K0.14%Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,996 shares; 2024Q4: 1,996 shares; 2025Q1: 1,896 shares; 2025Q2: 1,411 shares; 2025Q3: 1,411 shares; 2025Q4: 1,411 shares; 2026Q1: 1,411 shares; 2026Q2: 1,411 shares 1,411$265K0.13%Timeline
AXICYAXIA ENERGIA SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,399 shares; 2026Q1: 29,238 shares; 2026Q2: 25,117 shares 25,117$265K0.13%Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,040 shares; 2024Q4: 5,969 shares; 2025Q1: 1,978 shares; 2025Q2: 1,548 shares; 2025Q3: 1,618 shares; 2025Q4: 1,866 shares; 2026Q1: 1,795 shares; 2026Q2: 1,802 shares 1,802$258K0.13%Timeline
KBKB FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,440 shares 2,440$256K0.13%Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,589 shares 1,589$252K0.13%Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,385 shares; 2024Q4: 3,385 shares; 2025Q1: 3,235 shares; 2025Q2: 2,681 shares; 2025Q3: 2,681 shares; 2025Q4: 2,681 shares; 2026Q1: 2,585 shares; 2026Q2: 2,585 shares 2,585$249K0.12%Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,833 shares; 2025Q3: 1,838 shares; 2025Q4: 2,706 shares; 2026Q1: 2,205 shares; 2026Q2: 983 shares 983$248K0.12%Timeline
ULUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,969 shares 3,969$239K0.12%Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000$228K0.11%Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,536 shares; 2025Q4: 1,803 shares; 2026Q1: 1,351 shares; 2026Q2: 1,322 shares 1,322$223K0.11%Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,070 shares; 2025Q4: 3,070 shares; 2026Q1: not reported; 2026Q2: 2,885 shares 2,885$222K0.11%Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,322 shares; 2024Q4: 4,115 shares; 2025Q1: 1,330 shares; 2025Q2: 1,073 shares; 2025Q3: 722 shares; 2025Q4: 627 shares; 2026Q1: not reported; 2026Q2: 586 shares 586$207K0.1%Timeline

How Q2 2026 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 0001847343-26-000003 base2026-07-17acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001847343-26-000003 Quarter ended 2026-06-302026-07-17acceptance time not in the bulk data set
13F-HR 0001847343-26-000002 Quarter ended 2026-03-312026-04-07acceptance time not in the bulk data set
13F-HR 0001847343-26-000001 Quarter ended 2025-12-312026-01-14acceptance time not in the bulk data set
13F-HR 0001847343-25-000005 Quarter ended 2025-09-302025-10-22acceptance time not in the bulk data set
13F-HR 0001847343-25-000004 Quarter ended 2025-06-302025-07-23acceptance time not in the bulk data set
13F-HR 0001847343-25-000002 Quarter ended 2025-03-312025-04-15acceptance time not in the bulk data set
13F-HR 0001847343-25-000001 Quarter ended 2024-12-312025-01-15acceptance time not in the bulk data set
13F-HR 0001847343-24-000006 Quarter ended 2024-09-302024-10-10acceptance time not in the bulk data set
13F-HR 0001847343-24-000005 Quarter ended 2024-06-302024-07-15acceptance time not in the bulk data set
13F-HR 0001847343-24-000003 Quarter ended 2024-03-312024-04-18acceptance time not in the bulk data set
13F-HR 0001847343-24-000001 Quarter ended 2023-12-312024-01-04acceptance time not in the bulk data set
13F-HR 0001847343-23-000004 Quarter ended 2023-09-302023-10-20acceptance time not in the bulk data set
13F-HR 0001847343-23-000003 Quarter ended 2023-06-302023-07-06acceptance time not in the bulk data set
13F-HR 0001847343-23-000002 Quarter ended 2023-03-312023-04-05acceptance time not in the bulk data set
13F-HR 0001847343-23-000001 Quarter ended 2022-12-312023-01-17acceptance time not in the bulk data set
13F-HR 0001847343-22-000006 Quarter ended 2022-09-302022-10-07acceptance time not in the bulk data set
13F-HR 0001847343-22-000005 Quarter ended 2022-06-302022-08-02acceptance time not in the bulk data set
13F-HR 0001847343-22-000004 Quarter ended 2022-03-312022-04-14acceptance time not in the bulk data set
13F-HR/A 0001847343-22-000002 Quarter ended 2021-12-312022-01-18acceptance time not in the bulk data set
13F-HR 0001847343-22-000001 Quarter ended 2021-12-312022-01-18acceptance time not in the bulk data set
13F-HR 0001847343-21-000005 Quarter ended 2021-09-302021-11-02acceptance time not in the bulk data set
13F-HR 0001847343-21-000004 Quarter ended 2021-06-302021-07-07acceptance time not in the bulk data set
13F-HR 0001847343-21-000003 Quarter ended 2021-03-312021-04-20acceptance time not in the bulk data set
13F-HR 0001847343-21-000001 Quarter ended 2020-12-312021-02-22acceptance time not in the bulk data set