LIBERTY WEALTH MANAGEMENT LLC

13F filer, CIK 1769302, OAKLAND, CA

LIBERTY WEALTH MANAGEMENT LLC reported $599,926,472 across 229 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-10. Its ten largest share positions make up 40.93% of the portfolio.

Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001769302-25-000001

Period: 2024-12-31
Reported value: $600M
Holdings: 229
Top 10 weight: 40.93%
New: 17
Sold out: 18

Largest buys vs the previous quarter

Security	Shares change	Approx. value
MTUMnew	+25,397	$5.25M
IEFAadded	+55,054	$3.87M
DFAIadded	+129,953	$3.79M
TSLAadded	+7,371	$2.98M
IEMGadded	+50,924	$2.66M

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
IVVreduced	-11,922	-$7.01M
HEFAexited	-92,980	-$3.29M
Vreduced	-7,392	-$2.34M
IGEBexited	-31,376	-$1.46M
TLTreduced	-12,770	-$1.11M

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 0001769302-25-000001, largest first. % of portfolio is the value over $599,926,472, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Latest event	Timeline
IVVISHARES TR	59,813	$35.2M	5.87%	-11,922		Timeline
DFACDIMENSIONAL ETF TRUST	907,090	$31.4M	5.23%	-4,864		Timeline
DFAUDIMENSIONAL ETF TRUST	753,350	$30.5M	5.08%	+34,877		Timeline
AAPLAPPLE INC	116,709	$29.2M	4.87%	-1,740		Timeline
DUHPDIMENSIONAL ETF TRUST	782,259	$26.4M	4.4%	-8,950		Timeline
IVWISHARES TR	231,335	$23.5M	3.91%	-6,443		Timeline
QUALISHARES TR	119,750	$21.3M	3.55%	+4,985		Timeline
DYNFBLACKROCK ETF TRUST	405,740	$20.8M	3.46%	+8,999		Timeline
IUSBISHARES TR	310,344	$13.9M	2.32%	-18,542		Timeline
DFCFDIMENSIONAL ETF TRUST	322,645	$13.3M	2.22%	+18,217		Timeline
NVDANVIDIA CORPORATION	98,532	$13.2M	2.21%	+4,862		Timeline
DFICDIMENSIONAL ETF TRUST	503,581	$13M	2.17%	+6,352		Timeline
VTIVANGUARD INDEX FDS	43,050	$12.5M	2.08%	+914		Timeline
DFLVDIMENSIONAL ETF TRUST	411,550	$12.4M	2.06%	-1,125		Timeline
IEFAISHARES TR	173,901	$12.2M	2.04%	+55,054		Timeline
DFAIDIMENSIONAL ETF TRUST	415,575	$12.1M	2.02%	+129,953		Timeline
IVEISHARES TR	59,361	$11.3M	1.89%	+1,701		Timeline
TSLATESLA INC	25,249	$10.2M	1.7%	+7,371		Timeline
EMXCISHARES INC	168,888	$9.36M	1.56%	+46,559		Timeline
ENPHENPHASE ENERGY INC	121,892	$8.37M	1.4%	-3		Timeline
MSFTMICROSOFT CORP	18,922	$7.98M	1.33%	+295		Timeline
DFATDIMENSIONAL ETF TRUST	139,330	$7.75M	1.29%	-2,051		Timeline
IYWISHARES TR	46,533	$7.42M	1.24%	-3,020		Timeline
DIHPDIMENSIONAL ETF TRUST	270,923	$6.83M	1.14%	+5,195		Timeline
DFEMDIMENSIONAL ETF TRUST	244,958	$6.41M	1.07%	+2,522		Timeline
VEUVANGUARD INTL EQUITY INDEX F	105,797	$6.07M	1.01%	+3,584		Timeline
EFVISHARES TR	111,234	$5.83M	0.97%	+18,997		Timeline
EFGISHARES TR	57,723	$5.58M	0.93%	+11,092		Timeline
MTUMISHARES TR	25,397	$5.25M	0.88%	new		Timeline
MBBISHARES TR	56,774	$5.18M	0.86%	+384		Timeline
ISRGINTUITIVE SURGICAL INC	9,886	$5.16M	0.86%	-381		Timeline
DISVDIMENSIONAL ETF TRUST	186,935	$4.96M	0.83%	+4,219		Timeline
TLTISHARES TR	56,723	$4.94M	0.82%	-12,770		Timeline
AMZNAMAZON COM INC	19,761	$4.34M	0.72%	-703		Timeline
BLVVANGUARD BD INDEX FDS	63,307	$4.33M	0.72%	+5,776		Timeline
VGLTVANGUARD SCOTTSDALE FDS	74,017	$4.1M	0.68%	+7,186		Timeline
VOOVANGUARD INDEX FDS	7,574	$4.08M	0.68%	-1,092		Timeline
ORCLORACLE CORP	24,008	$4M	0.67%	-170		Timeline
IEMGISHARES INC	76,176	$3.98M	0.66%	+50,924		Timeline
TCAFT ROWE PRICE EXCHANGE-TRADED	111,149	$3.7M	0.62%	+9,102		Timeline
VVISA INC	11,057	$3.49M	0.58%	-7,392		Timeline
WMWASTE MGMT INC DEL	16,336	$3.3M	0.55%	+1		Timeline
CVXCHEVRON CORPORATION	22,326	$3.23M	0.54%	+187		Timeline
IFRAISHARES TR	69,582	$3.22M	0.54%	+1,908		Timeline
VTVVANGUARD INDEX FDS	17,732	$3M	0.5%	-85		Timeline
GOOGALPHABET INC	15,762	$3M	0.5%	+4,492		Timeline
AMATAPPLIED MATLS INC	18,301	$2.98M	0.5%	-3,826		Timeline
VGTVANGUARD WORLD FD	4,342	$2.72M	0.45%	+69		Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	5,913	$2.68M	0.45%	-25		Timeline
CSCOCISCO SYS INC	43,646	$2.58M	0.43%	+858		Timeline
METAMETA PLATFORMS INC	4,363	$2.55M	0.43%	-92		Timeline
EMBISHARES TR	27,923	$2.48M	0.41%	-1,134		Timeline
VUGVANGUARD INDEX FDS	5,612	$2.3M	0.38%	+9		Timeline
CRWDCROWDSTRIKE HLDGS INC	6,656	$2.28M	0.38%	+16		Timeline
BINCBLACKROCK ETF TRUST II	43,343	$2.24M	0.37%	+10,276		Timeline
VBVANGUARD INDEX FDS	9,202	$2.21M	0.37%	-343		Timeline
GOOGLALPHABET INC	11,114	$2.1M	0.35%	+1,906		Timeline
VHTVANGUARD WORLD FD	7,332	$1.86M	0.31%	+238		Timeline
IAUISHARES GOLD TR	37,445	$1.85M	0.31%	+30,999		Timeline
DFA GLOBAL CORE PLUS FIXED …DFA GLOBAL CORE PLUS FIXED INCOME…	180,626	$1.63M	0.27%	new
VEAVANGUARD TAX-MANAGED FDS	32,681	$1.57M	0.26%	+295		Timeline
VFHVANGUARD WORLD FD	13,164	$1.55M	0.26%	+334		Timeline
GOVTISHARES TR	66,105	$1.51M	0.25%	-10,986		Timeline
VBRVANGUARD INDEX FDS	7,593	$1.5M	0.25%	+356		Timeline
TLHISHARES TR	14,699	$1.46M	0.24%	+4,309		Timeline
QQQINVESCO QQQ TR	2,758	$1.41M	0.24%	+22		Timeline
ADPAUTOMATIC DATA PROCESSING IN	4,684	$1.37M	0.23%	+1,553		Timeline
MGKVANGUARD WORLD FD	3,920	$1.35M	0.22%	+62		Timeline
OEFISHARES TR	4,542	$1.31M	0.22%	+324		Timeline
AVGOBROADCOM INC	5,608	$1.3M	0.22%	-46		Timeline
ABBVABBVIE INC	7,212	$1.28M	0.21%	+40		Timeline
INTUINTUIT	2,018	$1.27M	0.21%	+22		Timeline
PGPROCTER & GAMBLE CO	7,344	$1.23M	0.21%	+348		Timeline
LLYELI LILLY & CO	1,586	$1.22M	0.2%	+167		Timeline
BACBANK OF AMER CORP	26,999	$1.19M	0.2%	+743		Timeline
IBMINTERNATIONAL BUSINESS MACHS	5,300	$1.17M	0.19%	+580		Timeline
MSCIMSCI INC	1,883	$1.13M	0.19%	0		Timeline
JPMJPMORGAN CHASE & CO	4,589	$1.1M	0.18%	+105		Timeline
FTECFIDELITY COVINGTON TRUST	5,491	$1.02M	0.17%	+34		Timeline
COWZPACER FDS TR	17,234	$973K	0.16%	+910		Timeline
VVVANGUARD INDEX FDS	3,584	$967K	0.16%	+13		Timeline
HDHOME DEPOT INC	2,369	$922K	0.15%	+46		Timeline
WFCWELLS FARGO & CO	12,855	$903K	0.15%	-43		Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,522	$892K	0.15%	-7		Timeline
DISDISNEY WALT CO	7,621	$849K	0.14%	+44		Timeline
COSTCOSTCO WHOLESALE CORPORATION	881	$807K	0.13%	+150		Timeline
ADVANCED MICRO DEVICES INCADVANCED MICRO DEVICES INC	6,386	$771K	0.13%	new
XOMEXXON MOBIL CORP	7,091	$763K	0.13%	+2,177		Timeline
SPYMSPDR SERIES TRUST	10,907	$752K	0.13%	-619		Timeline
SSENTINELONE INC	33,780	$750K	0.13%	0		Timeline
LMTLOCKHEED MARTIN CORP	1,528	$742K	0.12%	-32		Timeline
VNQVANGUARD INDEX FDS	8,283	$738K	0.12%	+513		Timeline
SCHBSCHWAB STRATEGIC TR	32,164	$730K	0.12%	+27,629		Timeline
DBEFDBX ETF TR	17,207	$712K	0.12%	+167		Timeline
VONGVANGUARD SCOTTSDALE FDS	6,889	$712K	0.12%	-140		Timeline
XLKSELECT SECTOR SPDR TR	2,990	$695K	0.12%	-84		Timeline
IJRISHARES TR	5,875	$677K	0.11%	+19		Timeline
AMGNAMGEN INC	2,545	$663K	0.11%	+62		Timeline
EFAISHARES TR	8,620	$652K	0.11%	+417		Timeline
ADBEADOBE INC	1,419	$631K	0.11%	-17		Timeline
USMVISHARES TR	7,046	$627K	0.1%	-493		Timeline
CRMSALESFORCE INC	1,821	$609K	0.1%	+923		Timeline
PHMPULTE GROUP INC	5,536	$603K	0.1%	+17		Timeline
AXONAXON ENTERPRISE INC	1,000	$594K	0.1%	0		Timeline
VWOVANGUARD INTL EQUITY INDEX F	13,294	$590K	0.1%	+130		Timeline
WMTWALMART INC	6,479	$585K	0.1%	+14		Timeline
ESGUISHARES TR	4,500	$580K	0.1%	-1,366		Timeline
PEPPEPSICO INC	3,766	$573K	0.1%	-91		Timeline
KOCOCA COLA CO	8,995	$560K	0.09%	+216		Timeline
AXPAMERICAN EXPRESS CO	1,865	$554K	0.09%	-14		Timeline
FLOTISHARES TR	10,730	$546K	0.09%	+5,341		Timeline
ABTABBOTT LABORATORIES	4,666	$528K	0.09%	+44		Timeline
DFUVDIMENSIONAL ETF TRUST	12,824	$525K	0.09%	+440		Timeline
BNDXVANGUARD CHARLOTTE FDS	10,492	$516K	0.09%	+673		Timeline
JNJJOHNSON & JOHNSON	3,543	$512K	0.09%	+333		Timeline
PSAPUBLIC STORAGE	1,689	$506K	0.08%	+18		Timeline
FBCGFIDELITY COVINGTON TRUST	10,926	$505K	0.08%	+16		Timeline
PEGPUBLIC SVC ENTERPRISE GROUP	5,946	$502K	0.08%	+14		Timeline
ABMABM INDS INC	9,776	$500K	0.08%	+3		Timeline
MAMASTERCARD INCORPORATED	945	$498K	0.08%	-1		Timeline
SCHGSCHWAB STRATEGIC TR	17,527	$492K	0.08%	new		Timeline
IWFISHARES TR	1,188	$477K	0.08%	0		Timeline
IBBISHARES TR	3,575	$473K	0.08%	-368		Timeline
NFLXNETFLIX INC.	525	$468K	0.08%	-41		Timeline
IJJISHARES TR	3,673	$459K	0.08%	+19		Timeline
TAT&T INC	20,051	$457K	0.08%	-394		Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	2,310	$456K	0.08%	-67		Timeline
BSVVANGUARD BD INDEX FDS	5,484	$425K	0.07%	+730		Timeline
VIGVANGUARD SPECIALIZED FUNDS	2,164	$424K	0.07%	+15		Timeline
UNHUNITEDHEALTH GROUP INC	837	$424K	0.07%	-12		Timeline
VRTVERTIV HOLDINGS CO	3,708	$421K	0.07%	-343		Timeline
FLRNSPDR SERIES TRUST	13,589	$418K	0.07%	new		Timeline
RTXRTX CORPORATION	3,578	$414K	0.07%	+8		Timeline
GSGOLDMAN SACHS GROUP INC	717	$411K	0.07%	-4		Timeline
USBUS BANCORP	8,510	$407K	0.07%	+87		Timeline
SPYVSPDR SERIES TRUST	7,821	$400K	0.07%	+987		Timeline
SCHXSCHWAB STRATEGIC TR	15,873	$396K	0.07%	new		Timeline
UPSUNITED PARCEL SVCS INC	3,130	$395K	0.07%	-48		Timeline
IXCISHARES TR	10,305	$393K	0.07%	-6,201		Timeline
ALLALLSTATE CORP	2,008	$387K	0.06%	+378		Timeline
UNPUNION PAC CORP	1,697	$387K	0.06%	+47		Timeline
SBUXSTARBUCKS CORP	4,131	$377K	0.06%	+114		Timeline
GLDSPDR GOLD TR	1,537	$372K	0.06%	0		Timeline
ICVTISHARES TR	4,406	$365K	0.06%	+1,192		Timeline
BABOEING CO	2,060	$365K	0.06%	-1		Timeline
AVUVAMERICAN CENTY ETF TR	3,767	$364K	0.06%	+17		Timeline
XLFSELECT SECTOR SPDR TR	7,386	$357K	0.06%	+222		Timeline
IMCGISHARES TR	4,721	$357K	0.06%	-58		Timeline
VZVERIZON COMMUNICATIONS INC	8,735	$349K	0.06%	-1,486		Timeline
RPVINVESCO EXCHANGE TRADED FD T	3,861	$348K	0.06%	+21		Timeline
BNDVANGUARD BD INDEX FDS	4,756	$343K	0.06%	-1,418		Timeline
MRKMERCK & CO INC	3,439	$342K	0.06%	-51		Timeline
SHWSHERWIN WILLIAMS CO	1,006	$342K	0.06%	-61		Timeline
MCDMCDONALDS CORP	1,174	$340K	0.06%	+2		Timeline
TTTRANE TECHNOLOGIES PLC	888	$328K	0.05%	-37		Timeline
ROSTROSS STORES INC	2,154	$326K	0.05%	+6		Timeline
CATCATERPILLAR INC	894	$324K	0.05%	-201		Timeline
BMYBRISTOL-MYERS SQUIBB CO	5,707	$323K	0.05%	+914		Timeline
NEENEXTERA ENERGY INC	4,301	$308K	0.05%	-292		Timeline
QCLNFIRST TR EXCHANGE-TRADED FD	8,975	$305K	0.05%	+287		Timeline
BIVVANGUARD BD INDEX FDS	4,053	$303K	0.05%	+47		Timeline
TTDTHE TRADE DESK INC	2,507	$295K	0.05%	+430		Timeline
HYDBISHARES TR	6,303	$291K	0.05%	new		Timeline
PLTRPALANTIR TECHNOLOGIES INC	3,837	$290K	0.05%	new		Timeline
ICLNISHARES TR	24,421	$278K	0.05%	+1,176		Timeline
PMPHILIP MORRIS INTL INC	2,293	$276K	0.05%	-76		Timeline
ADIANALOG DEVICES INC	1,294	$275K	0.05%	+4		Timeline
BLACKROCK CALIFORNIA MUNBLACKROCK CALIFORNIA MUN	22,684	$272K	0.05%	new
DIASTATE STR SPDR DOW JONES IND	630	$268K	0.04%	0		Timeline
IWDISHARES TR	1,359	$252K	0.04%	-50		Timeline
AGGISHARES TR	2,595	$251K	0.04%	new		Timeline
SNPSSYNOPSYS INC	517	$251K	0.04%	new		Timeline
SOXXISHARES TR	1,158	$250K	0.04%	-37		Timeline
NVSNOVARTIS AG	2,551	$248K	0.04%	+296		Timeline
GEGE AEROSPACE	1,470	$245K	0.04%	-17		Timeline
VOXVANGUARD WORLD FD	1,579	$245K	0.04%	new		Timeline
IJHISHARES TR	3,922	$244K	0.04%	+103		Timeline
AVDVAMERICAN CENTY ETF TR	3,715	$242K	0.04%	+91		Timeline
QCOMQUALCOMM INC	1,570	$241K	0.04%	+148		Timeline
VTVANGUARD INTL EQUITY INDEX F	2,045	$240K	0.04%	+8		Timeline
WECWEC ENERGY GROUP INC	2,540	$239K	0.04%	-328		Timeline
SYKSTRYKER CORPORATION	663	$239K	0.04%	0		Timeline
VOOGVANGUARD ADMIRAL FDS INC	650	$238K	0.04%	-42		Timeline
NKENIKE INC	3,092	$234K	0.04%	0		Timeline
ITOTISHARES TR	1,817	$234K	0.04%	+5		Timeline
DELLDELL TECHNOLOGIES INC	2,024	$233K	0.04%	+10		Timeline
RCLROYAL CARIBBEAN GROUP	999	$230K	0.04%	-462		Timeline
DIVBISHARES TR	4,846	$230K	0.04%	+36		Timeline
FBNDFIDELITY MERRIMACK STR TR	2,886	$228K	0.04%	-2,150		Timeline
SPMOINVESCO EXCH TRADED FD TR II	2,391	$227K	0.04%	-96		Timeline
AAGILENT TECHNOLOGIES INC	1,667	$224K	0.04%	+2		Timeline
CARRCARRIER GLOBAL CORPORATION	3,189	$218K	0.04%	+5		Timeline
SRESEMPRA	2,481	$218K	0.04%	+27		Timeline
DUKDUKE ENERGY CORP NEW	2,016	$217K	0.04%	+138		Timeline
HIMSHIMS & HERS HEALTH INC	8,978	$217K	0.04%	-3,405		Timeline
INTCINTEL CORP	10,752	$216K	0.04%	-976		Timeline
BPBP PLC	7,284	$215K	0.04%	+85		Timeline
MAGSLISTED FDS TR	3,926	$214K	0.04%	new		Timeline
ACNACCENTURE PLC IRELAND	604	$213K	0.04%	-17		Timeline
TGTTARGET CORP	1,568	$212K	0.04%	-4		Timeline
PLDPROLOGIS INC.	1,976	$209K	0.03%	+116		Timeline
IJKISHARES TR	2,286	$208K	0.03%	+2		Timeline
SCHFSCHWAB STRATEGIC TR	11,210	$207K	0.03%	new		Timeline
SLVISHARES SILVER TR	7,833	$206K	0.03%	0		Timeline
SCHMSCHWAB STRATEGIC TR	7,285	$202K	0.03%	new		Timeline
WELLWELLTOWER INC	1,588	$200K	0.03%	+1		Timeline
FDDFIRST TR EXCHANGE-TRADED FD	14,525	$164K	0.03%	+269		Timeline
Doubleline Total Return Bd …Doubleline Total Return Bd Fd Cl I	18,375	$159K	0.03%	new
HTBKHERITAGE COMM CORP	11,403	$107K	0.02%	0		Timeline
BRISTOL-MYERS SQUBRISTOL-MYERS SQU	100,000	$106K	0.02%	0
BLACKROCK NATIONAL MUNICBLACKROCK NATIONAL MUNIC	10,319	$104K	0.02%	new
MASSACHUSETTS INSMASSACHUSETTS INS	100,000	$101K	0.02%	0
BRAINSTORM CELL THERAPEUTICSBRAINSTORM CELL THERAPEUTICS	22,666	$51.5K	0.01%	-317,484
NEVADA POWER CO 6NEVADA POWER CO 6	50,000	$51.4K	0.01%	0
SIERRA PACIFIC POSIERRA PACIFIC PO	50,000	$50.2K	0.01%	0
NTNL BANK OF CA575NTNL BANK OF CA575	50,000	$50K	0.01%	0
BARCLAYS BANK PLBARCLAYS BANK PL	50,000	$49.2K	0.01%	0
UNITED PARCEL SERUNITED PARCEL SER	50,000	$48.5K	0.01%	0
SAN DIEGO GAS 55SAN DIEGO GAS 55	50,000	$48.4K	0.01%	0
PACIFICORP 58PACIFICORP 58	50,000	$48.4K	0.01%	0
PFIZER INVT ENT534PFIZER INVT ENT534	50,000	$45.9K	0.01%	0
DUKE ENERGY PRO 4.375 44 DU…DUKE ENERGY PRO 4.375 44 DUE 03/3…	50,000	$42.3K	0.01%	0
WESLEYAN UNIVERWESLEYAN UNIVER	50,000	$40K	0.01%	0
CATERPILLAR INCCATERPILLAR INC	20,000	$23.7K	<0.01%	0
NEKTAR THERAPEUTICSNEKTAR THERAPEUTICS	19,000	$17.7K	<0.01%	0
WESTMORELAND COAL CO XXXWESTMORELAND COAL CO XXX	20,000	$0	0%	0	Value filed as zero, left out of ratios.
CHROMOCURE INCCHROMOCURE INC	33,333	$0	0%	0	Value filed as zero, left out of ratios.
ENERPULSE TECH XXXREG…ENERPULSE TECH XXXREGISTRAT…	30,000	$0	0%	0	Value filed as zero, left out of ratios.
ONEPM INDUSTRIES INCONEPM INDUSTRIES INC	16,666	$0	0%	0	Value filed as zero, left out of ratios.

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
HEFAISHARES TR	92,980	$3.29M	shares
IGEBISHARES TR	31,376	$1.46M	shares
AMDADVANCED MICRO DEVICES INC	6,619	$1.09M	shares
TIPISHARES TR	8,028	$887K	shares
LQDISHARES TR	5,768	$652K	shares
SMHVANECK ETF TRUST	1,446	$355K	shares
TFLOISHARES TR	5,544	$281K	shares
GILDGILEAD SCIENCES INC	3,242	$272K	shares
IRMIRON MTN INC DEL	2,262	$269K	shares
LOWLOWES COS INC	813	$220K	shares
VSGXVANGUARD WORLD FD	3,542	$218K	shares
DEODIAGEO PLC	1,521	$213K	shares
PFEPFIZER INC	7,240	$210K	shares
ESSESSEX PPTY TR INC	681	$201K	shares
NAIINATURAL ALTERNATIVES INTL IN	14,000	$80K	shares
JPMORGAN CHASE FJPMORGAN CHASE F	30,000	$30K	shares
WELLS FARGO BANK, NWELLS FARGO BANK, N	25,000	$25K	shares
CREATIVE MEDIA & CMNTY TRCREATIVE MEDIA & CMNTY TR	28,997	$14K	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 0001769302-25-000001	base		2025-02-10	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC