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Meredith Wealth Planning

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13F filer, CIK 1956471, MARYVILLE, IL

Meredith Wealth Planning reported $275,395,261 across 60 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-16. Its ten largest share positions make up 78.59% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001956471-25-000006

Period
2025-06-30
Reported value
$275M
Holdings
60
Top 10 weight
78.59%
New
11
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVUVadded+86,086$7.84M
AVGEadded+45,659$3.54M
DUHPadded+63,942$2.27M
AVDVadded+25,135$1.99M
AVESadded+35,187$1.88M

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
SGOVreduced-4,299-$433K
VTEBreduced-8,733-$428K
VCSHreduced-4,371-$347K
UNHexited-493-$258K
BILexited-2,397-$220K

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, Q2 2025

Share positions as resolved from 13F-HR 0001956471-25-000006, largest first. % of portfolio is the value over $275,395,261, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 457,329 shares; 2024Q4: 470,222 shares; 2025Q1: 479,513 shares; 2025Q2: 565,599 shares 565,599$51.5M18.71%+86,086Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 687,818 shares; 2024Q4: 726,739 shares; 2025Q1: 760,626 shares; 2025Q2: 824,568 shares 824,568$29.3M10.65%+63,942Timeline
AVGVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,436 shares; 2024Q4: 382,534 shares; 2025Q1: 395,336 shares; 2025Q2: 422,349 shares 422,349$27.5M10%+27,013Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,497 shares; 2024Q4: 301,613 shares; 2025Q1: 305,518 shares; 2025Q2: 330,653 shares 330,653$26.2M9.52%+25,135Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,213 shares; 2024Q4: 85,063 shares; 2025Q1: 83,014 shares; 2025Q2: 87,151 shares 87,151$20.9M7.61%+4,137Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,581 shares; 2024Q4: 229,444 shares; 2025Q1: 236,254 shares; 2025Q2: 271,441 shares 271,441$14.5M5.28%+35,187Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,237 shares; 2024Q4: 407,495 shares; 2025Q1: 424,472 shares; 2025Q2: 435,299 shares 435,299$12.8M4.66%+10,827Timeline
AVGEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,469 shares; 2024Q4: 82,919 shares; 2025Q1: 101,221 shares; 2025Q2: 146,880 shares 146,880$11.4M4.13%+45,659Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,303 shares; 2024Q4: 231,404 shares; 2025Q1: 240,345 shares; 2025Q2: 266,053 shares 266,053$11.2M4.08%+25,708Timeline
IMTMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,213 shares; 2024Q4: 230,933 shares; 2025Q1: 228,883 shares; 2025Q2: 237,925 shares 237,925$10.9M3.95%+9,042Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,446 shares; 2024Q4: 67,306 shares; 2025Q1: 67,178 shares; 2025Q2: 82,657 shares 82,657$8.33M3.03%+15,479Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,030 shares; 2024Q4: 63,989 shares; 2025Q1: 64,248 shares; 2025Q2: 71,470 shares 71,470$3.89M1.41%+7,222Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,262 shares; 2024Q4: 55,785 shares; 2025Q1: 60,712 shares; 2025Q2: 63,855 shares 63,855$3.07M1.11%+3,143Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,923 shares; 2024Q4: 9,363 shares; 2025Q1: 9,081 shares; 2025Q2: 9,911 shares 9,911$3.01M1.09%+830Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,264 shares; 2024Q4: 29,777 shares; 2025Q1: 31,253 shares; 2025Q2: 36,404 shares 36,404$2.69M0.98%+5,151Timeline
DEHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,809 shares; 2024Q4: 86,519 shares; 2025Q1: 88,448 shares; 2025Q2: 95,802 shares 95,802$2.68M0.97%+7,354Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,206 shares; 2024Q4: 4,680 shares; 2025Q1: 4,645 shares; 2025Q2: 4,629 shares 4,629$2.63M0.95%-16Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,835 shares; 2024Q4: 24,449 shares; 2025Q1: 24,988 shares; 2025Q2: 30,396 shares 30,396$2.42M0.88%+5,408Timeline
DGCBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,583 shares; 2024Q4: 32,614 shares; 2025Q1: 34,734 shares; 2025Q2: 38,720 shares 38,720$2.1M0.76%+3,986Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,183 shares; 2024Q4: 10,069 shares; 2025Q1: 9,757 shares; 2025Q2: 9,788 shares 9,788$2.01M0.73%+31Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,920 shares; 2024Q4: 37,933 shares; 2025Q1: 41,829 shares; 2025Q2: 33,096 shares 33,096$1.62M0.59%-8,733Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,320 shares; 2025Q2: 15,021 shares 15,021$1.51M0.55%-4,299Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,952 shares; 2024Q4: 8,211 shares; 2025Q1: 8,207 shares; 2025Q2: 8,213 shares 8,213$1.45M0.53%+6Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,858 shares; 2024Q4: 1,873 shares; 2025Q1: 1,867 shares; 2025Q2: 1,875 shares 1,875$1.38M0.5%+8Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,212 shares; 2024Q4: 26,896 shares; 2025Q1: 19,390 shares; 2025Q2: 25,794 shares 25,794$1.31M0.48%+6,404Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,496 shares; 2024Q4: 5,880 shares; 2025Q1: 5,749 shares; 2025Q2: 5,859 shares 5,859$1.29M0.47%+110Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,834 shares; 2024Q4: 19,808 shares; 2025Q1: 19,794 shares; 2025Q2: 23,753 shares 23,753$1.28M0.47%+3,959Timeline
QVALEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,341 shares; 2024Q4: 27,615 shares; 2025Q1: 27,688 shares; 2025Q2: 27,811 shares 27,811$1.22M0.44%+123Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,503 shares; 2024Q4: 2,463 shares; 2025Q1: 2,399 shares; 2025Q2: 2,409 shares 2,409$1.2M0.44%+10Timeline
AVIVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,906 shares; 2024Q4: 20,117 shares; 2025Q1: 20,523 shares; 2025Q2: 18,151 shares 18,151$1.13M0.41%-2,372Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,081 shares; 2024Q4: 16,955 shares; 2025Q1: 16,060 shares; 2025Q2: 11,689 shares 11,689$929K0.34%-4,371Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,580 shares 23,580$845K0.31%newTimeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,772 shares; 2024Q4: 11,720 shares; 2025Q1: 11,726 shares; 2025Q2: 12,039 shares 12,039$832K0.3%+313Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 5,908 shares; 2025Q1: 4,831 shares; 2025Q2: 4,956 shares 4,956$783K0.28%+125Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,478 shares 25,478$748K0.27%newTimeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,628 shares; 2025Q1: 2,628 shares; 2025Q2: 6,557 shares 6,557$641K0.23%+3,929Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,590 shares; 2024Q4: 5,606 shares; 2025Q1: 5,565 shares; 2025Q2: 5,580 shares 5,580$555K0.2%+15Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,446 shares; 2024Q4: 11,618 shares; 2025Q1: 10,475 shares; 2025Q2: 10,646 shares 10,646$527K0.19%+171Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,768 shares 10,768$461K0.17%newTimeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares 1,180$458K0.17%0Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,831 shares 14,831$436K0.16%newTimeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,505 shares 1,505$420K0.15%+9Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,134 shares; 2025Q1: 16,241 shares; 2025Q2: 16,409 shares 16,409$413K0.15%+168
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,183 shares; 2024Q4: 6,240 shares; 2025Q1: 6,490 shares; 2025Q2: 7,775 shares 7,775$369K0.13%+1,285Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,224 shares 13,224$366K0.13%newTimeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,691 shares; 2024Q4: 5,767 shares; 2025Q1: 5,767 shares; 2025Q2: 5,837 shares 5,837$350K0.13%+70Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,197 shares; 2025Q1: 1,155 shares; 2025Q2: 1,156 shares 1,156$338K0.12%+1Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 470 shares; 2025Q1: 471 shares; 2025Q2: 471 shares 471$313K0.11%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 465 shares; 2025Q1: 466 shares; 2025Q2: 468 shares 468$290K0.11%+2Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,477 shares 1,477$288K0.1%newTimeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,798 shares; 2024Q4: 11,974 shares; 2025Q1: 11,937 shares; 2025Q2: 11,653 shares 11,653$283K0.1%-284Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 363 shares; 2025Q1: 363 shares; 2025Q2: 360 shares 360$281K0.1%-3Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 512 shares; 2025Q1: 527 shares; 2025Q2: 551 shares 551$268K0.1%+24Timeline
HBTHBT FINL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,594 shares; 2024Q4: 9,594 shares; 2025Q1: 9,594 shares; 2025Q2: 9,594 shares 9,594$242K0.09%0Timeline
AVIGAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,494 shares; 2024Q4: 5,579 shares; 2025Q1: 5,593 shares; 2025Q2: 5,657 shares 5,657$235K0.09%+64Timeline
RIOTRIOT PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,042 shares 20,042$226K0.08%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,279 shares; 2025Q1: not reported; 2025Q2: 819 shares 819$226K0.08%newTimeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,266 shares 1,266$208K0.08%newTimeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares 400$203K0.07%newTimeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 561 shares 561$200K0.07%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
UNHUNITEDHEALTH GROUP INC493$258Kshares
BILSPDR SERIES TRUST2,397$220Kshares

How Q2 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 0001956471-25-000006 base2025-07-16acceptance time not in the bulk data set