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McMill Wealth Management

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13F filer, CIK 2056447, NORFOLK, NE

McMill Wealth Management reported $350,972,939 across 55 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-07. Its ten largest share positions make up 72.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002056447-25-000007

Period
2025-09-30
Reported value
$351M
Holdings
55
Top 10 weight
72.96%
New
6
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFUVnew+713,540$31.9M
SPIBadded+153,780$5.21M
AVLVadded+66,705$4.82M
AVUVadded+35,062$3.49M
DFAWadded+25,231$1.81M

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
DIMENSIONAL ETFTRUSTexited-355,242-$15M
NUEPFreduced-13,396-$1.81M
VTreduced-6,843-$943K
SPYMreduced-7,123-$558K
AVDVreduced-3,329-$296K

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, Q3 2025

Share positions as resolved from 13F-HR 0002056447-25-000007, largest first. % of portfolio is the value over $350,972,939, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,541,549 shares; 2025Q1: 1,606,937 shares; 2025Q2: 1,687,157 shares; 2025Q3: 1,840,937 shares 1,840,937$62.4M17.78%+153,780Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 713,540 shares 713,540$31.9M9.09%newTimeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 154,332 shares; 2025Q1: 190,744 shares; 2025Q2: 225,789 shares; 2025Q3: 260,851 shares 260,851$26M7.4%+35,062Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 299,834 shares; 2025Q1: 316,463 shares; 2025Q2: 312,997 shares; 2025Q3: 305,874 shares 305,874$24M6.83%-7,123Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 451,203 shares; 2025Q1: 498,288 shares; 2025Q2: 491,759 shares; 2025Q3: 490,863 shares 490,863$22.6M6.45%-896Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 194,080 shares; 2025Q1: 265,804 shares; 2025Q2: 272,920 shares; 2025Q3: 274,518 shares 274,518$19.9M5.67%+1,598Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 146,790 shares; 2025Q1: 171,275 shares; 2025Q2: 188,273 shares; 2025Q3: 254,978 shares 254,978$18.4M5.25%+66,705Timeline
DFA TA WORLD EX US CORE EQU…DFA TA WORLD EX US CORE EQUITY IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 199,082 shares; 2025Q1: 244,361 shares; 2025Q2: 262,608 shares; 2025Q3: 268,485 shares 268,485$18.4M5.24%+5,877
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 265,023 shares; 2025Q1: 279,325 shares; 2025Q2: 286,572 shares; 2025Q3: 282,820 shares 282,820$16.5M4.69%-3,752Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 170,028 shares; 2025Q1: 189,113 shares; 2025Q2: 183,860 shares; 2025Q3: 180,531 shares 180,531$16.1M4.58%-3,329Timeline
DFAWDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 78,438 shares; 2025Q1: 102,398 shares; 2025Q2: 122,525 shares; 2025Q3: 147,756 shares 147,756$10.6M3.03%+25,231Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,337 shares; 2025Q1: 13,733 shares; 2025Q2: 13,332 shares; 2025Q3: 13,271 shares 13,271$8.88M2.53%-61Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 124,290 shares; 2025Q1: 113,108 shares; 2025Q2: 95,488 shares; 2025Q3: 95,214 shares 95,214$7.61M2.17%-274Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 197,462 shares; 2025Q1: 216,687 shares; 2025Q2: 217,880 shares; 2025Q3: 218,250 shares 218,250$6.88M1.96%+370Timeline
DFGRDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 140,472 shares; 2025Q1: 169,694 shares; 2025Q2: 175,189 shares; 2025Q3: 193,888 shares 193,888$5.3M1.51%+18,699Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 207,025 shares; 2025Q1: 192,372 shares; 2025Q2: 188,135 shares; 2025Q3: 187,944 shares 187,944$4.86M1.38%-191Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,789 shares; 2025Q1: 43,231 shares; 2025Q2: 41,026 shares; 2025Q3: 34,183 shares 34,183$4.71M1.34%-6,843Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 111,121 shares; 2025Q1: 144,189 shares; 2025Q2: 143,734 shares; 2025Q3: 145,160 shares 145,160$4.59M1.31%+1,426Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 56,037 shares; 2025Q1: 57,226 shares; 2025Q2: 53,881 shares; 2025Q3: 53,583 shares 53,583$4.51M1.28%-298Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,333 shares; 2025Q1: 53,479 shares; 2025Q2: 99,350 shares; 2025Q3: 117,458 shares 117,458$3.74M1.07%+18,108Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,217 shares; 2025Q1: 6,752 shares; 2025Q2: 6,719 shares; 2025Q3: 6,629 shares 6,629$3.33M0.95%-90Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,072 shares; 2025Q1: 79,954 shares; 2025Q2: 85,633 shares; 2025Q3: 98,782 shares 98,782$2.99M0.85%+13,149Timeline
AVIVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,106 shares; 2025Q1: 40,142 shares; 2025Q2: 37,249 shares; 2025Q3: 36,837 shares 36,837$2.48M0.71%-412Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares 3$2.26M0.64%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,918 shares; 2025Q1: 11,618 shares; 2025Q2: 11,618 shares; 2025Q3: 11,618 shares 11,618$2.17M0.62%0Timeline
NUEPFNU E PWR CORP COM NEW (CAN)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,790 shares; 2025Q1: 27,724 shares; 2025Q2: 27,557 shares; 2025Q3: 14,161 shares 14,161$1.92M0.55%-13,396Timeline
AVSFAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,625 shares; 2025Q1: 23,591 shares; 2025Q2: 31,076 shares; 2025Q3: 34,895 shares 34,895$1.65M0.47%+3,819Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,709 shares; 2025Q1: 47,529 shares; 2025Q2: 47,498 shares; 2025Q3: 50,009 shares 50,009$1.65M0.47%+2,511Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,677 shares; 2025Q1: 20,010 shares; 2025Q2: 19,596 shares; 2025Q3: 19,596 shares 19,596$1.33M0.38%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,571 shares; 2025Q1: 4,662 shares; 2025Q2: 4,747 shares; 2025Q3: 4,747 shares 4,747$1.21M0.34%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,557 shares; 2025Q1: 2,263 shares; 2025Q2: 2,304 shares; 2025Q3: 2,304 shares 2,304$1.19M0.34%0Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,179 shares; 2025Q1: 23,645 shares; 2025Q2: 24,802 shares; 2025Q3: 24,349 shares 24,349$1.13M0.32%-453Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,220 shares; 2025Q1: 4,227 shares; 2025Q2: 4,232 shares; 2025Q3: 4,231 shares 4,231$1M0.28%-1Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,741 shares; 2025Q1: 9,874 shares; 2025Q2: 9,879 shares; 2025Q3: 9,831 shares 9,831$872K0.25%-48Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,632 shares; 2025Q1: 3,764 shares; 2025Q2: 3,789 shares; 2025Q3: 3,797 shares 3,797$834K0.24%+8Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,175 shares; 2025Q1: 5,008 shares; 2025Q2: 4,510 shares; 2025Q3: 4,010 shares 4,010$732K0.21%-500Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,311 shares; 2025Q1: 1,329 shares; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares 1,331$635K0.18%0Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,819 shares; 2025Q2: 4,834 shares; 2025Q3: 4,844 shares 4,844$527K0.15%+10Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,513 shares; 2025Q2: 2,513 shares; 2025Q3: 2,513 shares 2,513$524K0.15%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,675 shares; 2025Q2: 1,676 shares; 2025Q3: 1,676 shares 1,676$509K0.15%0Timeline
BOXXEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,638 shares 3,638$414K0.12%newTimeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,407 shares; 2025Q1: 15,942 shares; 2025Q2: 13,445 shares; 2025Q3: 11,054 shares 11,054$395K0.11%-2,391Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,054 shares; 2025Q1: 7,054 shares; 2025Q2: 7,054 shares; 2025Q3: 7,054 shares 7,054$390K0.11%0Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,873 shares; 2025Q1: 1,948 shares; 2025Q2: 1,948 shares; 2025Q3: 1,948 shares 1,948$344K0.1%0Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 672 shares; 2025Q1: 675 shares; 2025Q2: 676 shares; 2025Q3: 676 shares 676$337K0.1%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,736 shares; 2025Q1: 1,748 shares; 2025Q2: 1,753 shares; 2025Q3: 1,753 shares 1,753$293K0.08%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,449 shares; 2025Q1: 3,479 shares; 2025Q2: 3,491 shares; 2025Q3: 3,491 shares 3,491$293K0.08%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,035 shares; 2025Q2: 5,035 shares; 2025Q3: 5,035 shares 5,035$273K0.08%0Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,778 shares 7,778$248K0.07%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 527 shares 527$234K0.07%newTimeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,928 shares; 2025Q2: 2,227 shares; 2025Q3: 2,275 shares 2,275$227K0.06%+48Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,182 shares 1,182$221K0.06%newTimeline
DFARDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,947 shares 8,947$213K0.06%newTimeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,561 shares; 2025Q2: 2,561 shares; 2025Q3: 8,947 shares 8,947$202K0.06%+6,386Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,403 shares; 2025Q2: 15,479 shares; 2025Q3: 15,479 shares 15,479$185K0.05%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
DIMENSIONAL ETFTRUSTDIMENSIONAL ETFTRUST355,242$15Mshares

How Q3 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 0002056447-25-000006 superseded2025-11-07acceptance time not in the bulk data set
13F-HR 0002056447-25-000007 base2025-11-07acceptance time not in the bulk data set