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LOWERY THOMAS, LLC

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13F filer, CIK 1919701, PEBBLE BEACH, CA

LOWERY THOMAS, LLC reported $176,966,666 across 55 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-26. Its ten largest share positions make up 58.81% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000298

Period
2025-12-31
Reported value
$177M
Holdings
55
Top 10 weight
58.81%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGadded+3,293$1.03M
XLKadded+4,191$603K
BNDadded+8,074$598K
SCHZadded+15,718$367K
QLDadded+4,036$284K

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
QQQMreduced-1,831-$463K
TSLAreduced-1,000-$450K
IWOreduced-1,179-$381K
IWMreduced-988-$243K
IWNreduced-1,139-$206K

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 2025

Share positions as resolved from 13F-HR 0001951757-26-000298, largest first. % of portfolio is the value over $176,966,666, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,776 shares; 2024Q4: 686,046 shares; 2025Q1: 694,658 shares; 2025Q2: 682,694 shares; 2025Q3: 714,198 shares; 2025Q4: 710,912 shares 710,912$23.2M13.1%-3,286Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,240 shares; 2024Q4: 28,891 shares; 2025Q1: 29,244 shares; 2025Q2: 27,579 shares; 2025Q3: 28,152 shares; 2025Q4: 27,877 shares 27,877$17.5M9.88%-275Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,294 shares; 2024Q4: 47,787 shares; 2025Q1: 47,377 shares; 2025Q2: 44,662 shares; 2025Q3: 45,941 shares; 2025Q4: 44,110 shares 44,110$11.2M6.3%-1,831Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,638 shares; 2024Q4: 363,149 shares; 2025Q1: 363,474 shares; 2025Q2: 351,269 shares; 2025Q3: 371,865 shares; 2025Q4: 366,970 shares 366,970$9.99M5.64%-4,895Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,508 shares; 2024Q4: 14,324 shares; 2025Q1: 15,140 shares; 2025Q2: 15,100 shares; 2025Q3: 13,648 shares; 2025Q4: 13,350 shares 13,350$9.1M5.14%-298Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,024 shares; 2024Q4: 13,009 shares; 2025Q1: 13,203 shares; 2025Q2: 12,987 shares; 2025Q3: 12,998 shares; 2025Q4: 12,910 shares 12,910$7.93M4.48%-88Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,171 shares; 2024Q4: 14,136 shares; 2025Q1: 14,251 shares; 2025Q2: 14,265 shares; 2025Q3: 14,002 shares; 2025Q4: 13,929 shares 13,929$6.59M3.73%-73Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,648 shares; 2024Q4: 218,455 shares; 2025Q1: 219,264 shares; 2025Q2: 216,849 shares; 2025Q3: 223,696 shares; 2025Q4: 221,889 shares 221,889$6.57M3.71%-1,807Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,691 shares; 2024Q4: 19,280 shares; 2025Q1: 18,637 shares; 2025Q2: 16,749 shares; 2025Q3: 17,920 shares; 2025Q4: 18,003 shares 18,003$6.48M3.66%+83Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,888 shares; 2024Q4: 14,932 shares; 2025Q1: 14,969 shares; 2025Q2: 15,005 shares; 2025Q3: 14,882 shares; 2025Q4: 14,923 shares 14,923$5.57M3.15%+41Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,818 shares; 2024Q4: 49,914 shares; 2025Q1: 44,122 shares; 2025Q2: 47,365 shares; 2025Q3: 54,477 shares; 2025Q4: 62,551 shares 62,551$4.63M2.62%+8,074Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,308 shares; 2024Q4: 15,219 shares; 2025Q1: 15,851 shares; 2025Q2: 15,216 shares; 2025Q3: 14,932 shares; 2025Q4: 13,753 shares 13,753$4.44M2.51%-1,179Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,742 shares; 2024Q4: 75,411 shares; 2025Q1: 76,417 shares; 2025Q2: 69,831 shares; 2025Q3: 75,043 shares; 2025Q4: 76,652 shares 76,652$4.39M2.48%+1,609Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,597 shares; 2025Q1: 41,070 shares; 2025Q2: 51,948 shares; 2025Q3: 70,675 shares; 2025Q4: 75,503 shares 75,503$3.76M2.13%+4,828Timeline
FLDRFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,636 shares; 2024Q4: 65,512 shares; 2025Q1: 65,547 shares; 2025Q2: 62,475 shares; 2025Q3: 69,067 shares; 2025Q4: 74,451 shares 74,451$3.74M2.11%+5,384Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,362 shares; 2024Q4: 131,291 shares; 2025Q1: 124,635 shares; 2025Q2: 123,794 shares; 2025Q3: 136,850 shares; 2025Q4: 152,568 shares 152,568$3.57M2.01%+15,718Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,950 shares; 2024Q4: 28,182 shares; 2025Q1: 26,613 shares; 2025Q2: 24,142 shares; 2025Q3: 25,474 shares; 2025Q4: 25,689 shares 25,689$3.56M2.01%+215Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,285 shares; 2024Q4: 136,043 shares; 2025Q1: 125,033 shares; 2025Q2: 122,232 shares; 2025Q3: 128,488 shares; 2025Q4: 136,538 shares 136,538$3.33M1.88%+8,050Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,468 shares; 2024Q4: 30,225 shares; 2025Q1: 29,927 shares; 2025Q2: 29,673 shares; 2025Q3: 29,402 shares; 2025Q4: 28,530 shares 28,530$3.04M1.72%-872Timeline
VIOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,602 shares; 2024Q4: 28,430 shares; 2025Q1: 26,763 shares; 2025Q2: 23,245 shares; 2025Q3: 24,342 shares; 2025Q4: 24,534 shares 24,534$2.98M1.68%+192Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,857 shares; 2024Q4: 22,778 shares; 2025Q1: 22,622 shares; 2025Q2: 21,759 shares; 2025Q3: 21,576 shares; 2025Q4: 21,526 shares 21,526$2.95M1.67%-50Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,655 shares; 2024Q4: 5,581 shares; 2025Q1: 6,358 shares; 2025Q2: 6,215 shares; 2025Q3: 6,210 shares; 2025Q4: 5,855 shares 5,855$2.81M1.59%-355Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,203 shares; 2024Q4: 99,070 shares; 2025Q1: 101,601 shares; 2025Q2: 94,377 shares; 2025Q3: 93,959 shares; 2025Q4: 97,559 shares 97,559$2.63M1.48%+3,600Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,337 shares; 2024Q4: 7,882 shares; 2025Q1: 7,751 shares; 2025Q2: 7,753 shares; 2025Q3: 7,716 shares; 2025Q4: 7,688 shares 7,688$2.09M1.18%-28Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,533 shares; 2024Q4: 7,585 shares; 2025Q1: 7,412 shares; 2025Q2: 7,097 shares; 2025Q3: 7,199 shares; 2025Q4: 7,304 shares 7,304$2.04M1.15%+105Timeline
XSVMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,302 shares; 2024Q4: 24,414 shares; 2025Q1: 24,176 shares; 2025Q2: 24,312 shares; 2025Q3: 25,367 shares; 2025Q4: 25,670 shares 25,670$1.47M0.83%+303Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,143 shares; 2025Q1: not reported; 2025Q2: 1,146 shares; 2025Q3: 1,147 shares; 2025Q4: 4,440 shares 4,440$1.39M0.79%+3,293Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,752 shares; 2024Q4: 5,753 shares; 2025Q1: 6,033 shares; 2025Q2: 6,653 shares; 2025Q3: 6,653 shares; 2025Q4: 6,791 shares 6,791$1.27M0.72%+138Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 5,854 shares; 2025Q1: 5,781 shares; 2025Q2: 5,684 shares; 2025Q3: 6,062 shares; 2025Q4: 6,090 shares 6,090$1.25M0.7%+28Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,373 shares; 2024Q4: 9,090 shares; 2025Q1: 9,591 shares; 2025Q2: 9,288 shares; 2025Q3: 7,966 shares; 2025Q4: 6,827 shares 6,827$1.24M0.7%-1,139Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,034 shares; 2024Q4: 4,040 shares; 2025Q1: 4,208 shares; 2025Q2: 4,204 shares; 2025Q3: 4,144 shares; 2025Q4: 8,335 shares 8,335$1.2M0.68%+4,191Timeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,796 shares; 2024Q4: 16,249 shares; 2025Q1: 16,180 shares; 2025Q2: 15,001 shares; 2025Q3: 15,698 shares; 2025Q4: 16,165 shares 16,165$1.16M0.66%+467Timeline
SHVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,779 shares; 2025Q1: 7,387 shares; 2025Q2: 8,888 shares; 2025Q3: 9,673 shares; 2025Q4: 10,390 shares 10,390$1.14M0.65%+717Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,736 shares; 2025Q1: 9,289 shares; 2025Q2: 10,642 shares; 2025Q3: 11,833 shares; 2025Q4: 13,255 shares 13,255$1.1M0.62%+1,422Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,362 shares; 2024Q4: 44,471 shares; 2025Q1: 44,603 shares; 2025Q2: 31,797 shares; 2025Q3: 33,186 shares; 2025Q4: 34,030 shares 34,030$1.02M0.58%+844Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,804 shares; 2024Q4: 4,818 shares; 2025Q1: 4,778 shares; 2025Q2: 4,991 shares; 2025Q3: 4,985 shares; 2025Q4: 3,997 shares 3,997$984K0.56%-988Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,009 shares; 2025Q1: 979 shares; 2025Q2: 909 shares; 2025Q3: 909 shares; 2025Q4: 809 shares 809$983K0.56%-100Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,397 shares; 2024Q4: 20,386 shares; 2025Q1: 17,647 shares; 2025Q2: 15,367 shares; 2025Q3: 14,837 shares; 2025Q4: 16,614 shares 16,614$944K0.53%+1,777Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: 4,680 shares; 2025Q1: 4,080 shares; 2025Q2: 4,080 shares; 2025Q3: 4,080 shares; 2025Q4: 4,060 shares 4,060$937K0.53%-20Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,231 shares; 2024Q4: 4,254 shares; 2025Q1: 4,071 shares; 2025Q2: 4,089 shares; 2025Q3: 3,806 shares; 2025Q4: 3,824 shares 3,824$804K0.45%+18Timeline
AIQGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,469 shares; 2024Q4: 19,968 shares; 2025Q1: 19,973 shares; 2025Q2: 13,972 shares; 2025Q3: 14,285 shares; 2025Q4: 13,505 shares 13,505$687K0.39%-780Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,654 shares; 2024Q4: 33,880 shares; 2025Q1: 33,059 shares; 2025Q2: 17,289 shares; 2025Q3: 20,652 shares; 2025Q4: 21,517 shares 21,517$613K0.35%+865Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 1,403 shares; 2025Q1: 1,346 shares; 2025Q2: 1,246 shares; 2025Q3: 1,247 shares; 2025Q4: 1,249 shares 1,249$604K0.34%+2Timeline
QLDPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,549 shares; 2024Q4: 3,553 shares; 2025Q1: 3,703 shares; 2025Q2: 3,834 shares; 2025Q3: 3,839 shares; 2025Q4: 7,875 shares 7,875$554K0.31%+4,036Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,247 shares; 2025Q2: 2,687 shares; 2025Q3: 2,187 shares; 2025Q4: 1,187 shares 1,187$534K0.3%-1,000Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 759 shares; 2025Q3: 759 shares; 2025Q4: 760 shares 760$501K0.28%+1Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 949 shares; 2025Q1: 1,351 shares; 2025Q2: 1,354 shares; 2025Q3: 1,356 shares; 2025Q4: 1,338 shares 1,338$403K0.23%-18Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 2,285 shares; 2025Q1: 2,191 shares; 2025Q2: 1,886 shares; 2025Q3: 1,896 shares; 2025Q4: 1,915 shares 1,915$340K0.19%+19Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,856 shares; 2024Q4: 3,962 shares; 2025Q1: 3,259 shares; 2025Q2: 3,569 shares; 2025Q3: 3,578 shares; 2025Q4: 3,582 shares 3,582$337K0.19%+4Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,390 shares; 2025Q1: 1,397 shares; 2025Q2: 1,566 shares; 2025Q3: 1,551 shares; 2025Q4: 959 shares 959$278K0.16%-592Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,197 shares; 2025Q2: 7,767 shares; 2025Q3: 8,960 shares; 2025Q4: 9,452 shares 9,452$259K0.15%+492Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 365 shares; 2025Q1: not reported; 2025Q2: 367 shares; 2025Q3: 468 shares; 2025Q4: 419 shares 419$253K0.14%-49Timeline
UYGPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,446 shares; 2025Q2: 2,453 shares; 2025Q3: 2,464 shares; 2025Q4: 2,687 shares 2,687$247K0.14%+223Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares 1,310$233K0.13%0Timeline
RWLINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: 2,122 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,843 shares; 2025Q4: 1,849 shares 1,849$212K0.12%+6Timeline

How Q4 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 0001951757-26-000298 base2026-01-26acceptance time not in the bulk data set