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MORTON COMMUNITY BANK

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13F filer, CIK 2011821, EAST PEORIA, IL

MORTON COMMUNITY BANK reported $432,025,984 across 116 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 22.23% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002011821-25-000007

Period
2025-09-30
Reported value
$432M
Holdings
116
Top 10 weight
22.23%
New
5
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WMnew+16,935$3.38M
GILDnew+25,950$3.11M
CATadded+3,755$2.17M
BSCVnew+126,660$2.11M
DEadded+4,038$1.86M

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
AMGNreduced-10,171-$3.04M
EXCreduced-64,952-$3M
BSCQreduced-104,760-$2.05M
XLUreduced-12,294-$1.1M
AVGOreduced-2,835-$1.05M

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 0002011821-25-000007, largest first. % of portfolio is the value over $432,025,984, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,571 shares; 2024Q4: 266,265 shares; 2025Q1: 271,183 shares; 2025Q2: 282,892 shares; 2025Q3: 278,475 shares 278,475$19M4.39%-4,417Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,529 shares; 2024Q4: 585,523 shares; 2025Q1: 602,151 shares; 2025Q2: 590,418 shares; 2025Q3: 571,484 shares 571,484$15.3M3.54%-18,934Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,642 shares; 2024Q4: 39,067 shares; 2025Q1: 35,012 shares; 2025Q2: 32,842 shares; 2025Q3: 30,007 shares 30,007$11.1M2.57%-2,835Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,205 shares; 2025Q1: 54,300 shares; 2025Q2: 55,599 shares; 2025Q3: 54,954 shares 54,954$8.65M2%-645Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,579 shares; 2024Q4: 14,600 shares; 2025Q1: 14,420 shares; 2025Q2: 14,655 shares; 2025Q3: 14,668 shares 14,668$7.6M1.76%+13Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,385 shares; 2024Q4: 24,900 shares; 2025Q1: 23,897 shares; 2025Q2: 23,967 shares; 2025Q3: 23,703 shares 23,703$7.37M1.71%-264Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,204 shares; 2024Q4: 31,736 shares; 2025Q1: 29,634 shares; 2025Q2: 29,596 shares; 2025Q3: 27,494 shares 27,494$7.22M1.67%-2,102Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,327 shares; 2024Q4: 85,357 shares; 2025Q1: 92,911 shares; 2025Q2: 92,808 shares; 2025Q3: 80,514 shares 80,514$7.17M1.66%-12,294Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,373 shares; 2024Q4: 10,338 shares; 2025Q1: 9,910 shares; 2025Q2: 9,870 shares; 2025Q3: 13,908 shares 13,908$6.42M1.49%+4,038Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,400 shares; 2024Q4: 18,355 shares; 2025Q1: 17,577 shares; 2025Q2: 17,600 shares; 2025Q3: 17,327 shares 17,327$6.25M1.45%-273Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,070 shares; 2025Q1: 18,675 shares; 2025Q2: 21,725 shares; 2025Q3: 21,935 shares 21,935$6.17M1.43%+210Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,783 shares; 2024Q4: 16,168 shares; 2025Q1: 15,541 shares; 2025Q2: 15,866 shares; 2025Q3: 16,005 shares 16,005$6.11M1.41%+139Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,288 shares; 2024Q4: 64,901 shares; 2025Q1: 63,002 shares; 2025Q2: 62,822 shares; 2025Q3: 63,037 shares 63,037$6.06M1.4%+215Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,435 shares; 2024Q4: 26,784 shares; 2025Q1: 26,194 shares; 2025Q2: 26,564 shares; 2025Q3: 26,984 shares 26,984$5.88M1.36%+420Timeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,200 shares; 2024Q4: 260,113 shares; 2025Q1: 285,865 shares; 2025Q2: 284,365 shares; 2025Q3: 293,525 shares 293,525$5.52M1.28%+9,160Timeline
BSCRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,166 shares; 2024Q4: 256,833 shares; 2025Q1: 274,376 shares; 2025Q2: 269,466 shares; 2025Q3: 279,646 shares 279,646$5.51M1.28%+10,180Timeline
BSCSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,480 shares; 2024Q4: 238,635 shares; 2025Q1: 263,464 shares; 2025Q2: 260,533 shares; 2025Q3: 268,068 shares 268,068$5.51M1.28%+7,535Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,555 shares; 2024Q4: 6,817 shares; 2025Q1: 6,917 shares; 2025Q2: 7,137 shares; 2025Q3: 6,967 shares 6,967$5.5M1.27%-170Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,875 shares; 2024Q4: 90,744 shares; 2025Q1: 86,344 shares; 2025Q2: 85,824 shares; 2025Q3: 88,784 shares 88,784$5.14M1.19%+2,960Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,922 shares; 2024Q4: 207,614 shares; 2025Q1: 199,364 shares; 2025Q2: 204,439 shares; 2025Q3: 211,589 shares 211,589$5.12M1.19%+7,150Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,672 shares; 2024Q4: 25,022 shares; 2025Q1: 25,511 shares; 2025Q2: 26,669 shares; 2025Q3: 27,020 shares 27,020$5.1M1.18%+351Timeline
NINISOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,105 shares; 2024Q4: 114,925 shares; 2025Q1: 113,275 shares; 2025Q2: 114,470 shares; 2025Q3: 118,965 shares 118,965$5.01M1.16%+4,495Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,498 shares; 2024Q4: 55,503 shares; 2025Q1: 55,317 shares; 2025Q2: 57,287 shares; 2025Q3: 60,457 shares 60,457$4.91M1.14%+3,170Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,439 shares; 2025Q2: 46,164 shares; 2025Q3: 47,339 shares 47,339$4.79M1.11%+1,175Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,484 shares; 2024Q4: 37,065 shares; 2025Q1: 37,380 shares; 2025Q2: 38,665 shares; 2025Q3: 39,795 shares 39,795$4.79M1.11%+1,130Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,525 shares; 2024Q4: 40,095 shares; 2025Q1: 40,265 shares; 2025Q2: 41,555 shares; 2025Q3: 42,625 shares 42,625$4.76M1.1%+1,070Timeline
LECOLINCOLN ELEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,217 shares; 2024Q4: 19,112 shares; 2025Q1: 19,289 shares; 2025Q2: 19,829 shares; 2025Q3: 20,030 shares 20,030$4.7M1.09%+201Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,644 shares; 2024Q4: 38,325 shares; 2025Q1: 36,170 shares; 2025Q2: 36,785 shares; 2025Q3: 37,550 shares 37,550$4.67M1.08%+765Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,184 shares; 2024Q4: 60,442 shares; 2025Q1: 59,647 shares; 2025Q2: 61,435 shares; 2025Q3: 63,301 shares 63,301$4.63M1.07%+1,866Timeline
BSCUINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,620 shares; 2025Q2: 244,718 shares; 2025Q3: 273,898 shares 273,898$4.63M1.07%+29,180Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,250 shares; 2024Q4: 45,740 shares; 2025Q1: 45,635 shares; 2025Q2: 47,327 shares; 2025Q3: 49,130 shares 49,130$4.62M1.07%+1,803Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,123 shares; 2024Q4: 65,976 shares; 2025Q1: 63,749 shares; 2025Q2: 70,668 shares; 2025Q3: 88,175 shares 88,175$4.62M1.07%+17,507Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,403 shares; 2024Q4: 182,428 shares; 2025Q1: 184,487 shares; 2025Q2: 183,877 shares; 2025Q3: 185,636 shares 185,636$4.59M1.06%+1,759Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,247 shares; 2024Q4: 33,821 shares; 2025Q1: 34,182 shares; 2025Q2: 35,132 shares; 2025Q3: 36,787 shares 36,787$4.57M1.06%+1,655Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,957 shares; 2024Q4: 26,352 shares; 2025Q1: 26,127 shares; 2025Q2: 27,172 shares; 2025Q3: 28,648 shares 28,648$4.52M1.05%+1,476Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,124 shares; 2024Q4: 17,304 shares; 2025Q1: 17,554 shares; 2025Q2: 17,809 shares; 2025Q3: 18,299 shares 18,299$4.52M1.05%+490Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,248 shares; 2024Q4: 33,029 shares; 2025Q1: 31,364 shares; 2025Q2: 30,689 shares; 2025Q3: 31,268 shares 31,268$4.51M1.04%+579Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,213 shares; 2024Q4: 62,223 shares; 2025Q1: 62,733 shares; 2025Q2: 64,426 shares; 2025Q3: 67,333 shares 67,333$4.5M1.04%+2,907Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,893 shares; 2024Q4: 7,943 shares; 2025Q1: 8,108 shares; 2025Q2: 8,348 shares; 2025Q3: 8,869 shares 8,869$4.36M1.01%+521Timeline
RGAREINSURANCE GROUP AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,743 shares; 2024Q4: 22,498 shares; 2025Q1: 22,078 shares; 2025Q2: 22,728 shares; 2025Q3: 23,753 shares 23,753$4.33M1%+1,025Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,780 shares; 2025Q1: 3,795 shares; 2025Q2: 3,885 shares; 2025Q3: 3,994 shares 3,994$4.32M1%+109Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,308 shares; 2024Q4: 48,908 shares; 2025Q1: 49,188 shares; 2025Q2: 51,441 shares; 2025Q3: 53,053 shares 53,053$4.32M1%+1,612Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,232 shares; 2024Q4: 10,855 shares; 2025Q1: 10,610 shares; 2025Q2: 11,060 shares; 2025Q3: 11,336 shares 11,336$4.3M1%+276Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,021 shares; 2024Q4: 28,436 shares; 2025Q1: 28,366 shares; 2025Q2: 29,386 shares; 2025Q3: 31,090 shares 31,090$4.21M0.98%+1,704Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,290 shares; 2024Q4: 20,435 shares; 2025Q1: 20,257 shares; 2025Q2: 21,002 shares; 2025Q3: 21,761 shares 21,761$4.17M0.96%+759Timeline
AZNASTRAZENECA PLC-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,920 shares; 2024Q4: 42,325 shares; 2025Q1: 44,470 shares; 2025Q2: 46,750 shares; 2025Q3: 49,280 shares 49,280$4.06M0.94%+2,530Timeline
SCISERVICE CORP INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,440 shares; 2024Q4: 42,380 shares; 2025Q1: 42,655 shares; 2025Q2: 44,670 shares; 2025Q3: 47,585 shares 47,585$3.97M0.92%+2,915Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,304 shares; 2024Q4: 7,344 shares; 2025Q1: 7,409 shares; 2025Q2: 7,624 shares; 2025Q3: 7,909 shares 7,909$3.85M0.89%+285Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,498 shares; 2024Q4: 24,383 shares; 2025Q1: 24,573 shares; 2025Q2: 25,213 shares; 2025Q3: 26,198 shares 26,198$3.83M0.89%+985Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,546 shares; 2024Q4: 28,876 shares; 2025Q1: 28,153 shares; 2025Q2: 29,258 shares; 2025Q3: 31,002 shares 31,002$3.83M0.89%+1,744Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,203 shares; 2024Q4: 17,333 shares; 2025Q1: 17,538 shares; 2025Q2: 18,181 shares; 2025Q3: 18,946 shares 18,946$3.81M0.88%+765Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,841 shares; 2024Q4: 29,471 shares; 2025Q1: 29,981 shares; 2025Q2: 31,346 shares; 2025Q3: 33,269 shares 33,269$3.8M0.88%+1,923Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,410 shares; 2024Q4: 37,855 shares; 2025Q1: 39,210 shares; 2025Q2: 41,385 shares; 2025Q3: 44,429 shares 44,429$3.74M0.87%+3,044Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,875 shares; 2024Q4: 16,075 shares; 2025Q1: 16,240 shares; 2025Q2: 16,845 shares; 2025Q3: 17,639 shares 17,639$3.74M0.87%+794Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,830 shares; 2024Q4: 71,700 shares; 2025Q1: 72,240 shares; 2025Q2: 75,460 shares; 2025Q3: 79,675 shares 79,675$3.72M0.86%+4,215Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,498 shares; 2024Q4: 50,008 shares; 2025Q1: 49,618 shares; 2025Q2: 51,019 shares; 2025Q3: 53,790 shares 53,790$3.71M0.86%+2,771Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,001 shares; 2024Q4: 35,734 shares; 2025Q1: 36,760 shares; 2025Q2: 38,657 shares; 2025Q3: 40,672 shares 40,672$3.69M0.85%+2,015Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,978 shares; 2024Q4: 37,123 shares; 2025Q1: 37,298 shares; 2025Q2: 39,358 shares; 2025Q3: 41,322 shares 41,322$3.67M0.85%+1,964Timeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,716 shares; 2024Q4: 23,366 shares; 2025Q1: 24,711 shares; 2025Q2: 27,118 shares; 2025Q3: 28,630 shares 28,630$3.64M0.84%+1,512Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,549 shares; 2024Q4: 78,904 shares; 2025Q1: 82,794 shares; 2025Q2: 84,479 shares; 2025Q3: 90,074 shares 90,074$3.58M0.83%+5,595Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,997 shares; 2025Q3: 13,675 shares 13,675$3.56M0.82%+2,678Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,878 shares; 2024Q4: 20,138 shares; 2025Q1: 20,863 shares; 2025Q2: 22,323 shares; 2025Q3: 24,211 shares 24,211$3.54M0.82%+1,888Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,772 shares; 2024Q4: 38,223 shares; 2025Q1: 39,903 shares; 2025Q2: 41,968 shares; 2025Q3: 45,123 shares 45,123$3.53M0.82%+3,155Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,468 shares; 2024Q4: 40,053 shares; 2025Q1: 40,765 shares; 2025Q2: 43,280 shares; 2025Q3: 46,335 shares 46,335$3.48M0.8%+3,055Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,029 shares; 2024Q4: 8,002 shares; 2025Q1: 8,102 shares; 2025Q2: 9,087 shares; 2025Q3: 10,169 shares 10,169$3.47M0.8%+1,082Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,323 shares; 2024Q4: 18,463 shares; 2025Q1: 17,768 shares; 2025Q2: 18,374 shares; 2025Q3: 19,437 shares 19,437$3.46M0.8%+1,063Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,220 shares; 2024Q4: 26,405 shares; 2025Q1: 28,355 shares; 2025Q2: 29,342 shares; 2025Q3: 30,590 shares 30,590$3.45M0.8%+1,248Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,336 shares; 2024Q4: 20,496 shares; 2025Q1: 20,856 shares; 2025Q2: 21,746 shares; 2025Q3: 22,867 shares 22,867$3.44M0.8%+1,121Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,440 shares; 2024Q4: 40,585 shares; 2025Q1: 41,725 shares; 2025Q2: 44,375 shares; 2025Q3: 46,050 shares 46,050$3.42M0.79%+1,675Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,935 shares 16,935$3.38M0.78%newTimeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,843 shares; 2024Q4: 12,048 shares; 2025Q1: 12,218 shares; 2025Q2: 12,593 shares; 2025Q3: 13,387 shares 13,387$3.27M0.76%+794Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,989 shares; 2024Q4: 16,694 shares; 2025Q1: 17,544 shares; 2025Q2: 19,154 shares; 2025Q3: 22,449 shares 22,449$3.23M0.75%+3,295Timeline
BSCQINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,234 shares; 2024Q4: 263,242 shares; 2025Q1: 277,530 shares; 2025Q2: 268,691 shares; 2025Q3: 163,931 shares 163,931$3.21M0.74%-104,760Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,088 shares; 2024Q4: 11,182 shares; 2025Q1: 10,837 shares; 2025Q2: 11,557 shares; 2025Q3: 12,677 shares 12,677$3.17M0.73%+1,120Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,605 shares; 2024Q4: 47,945 shares; 2025Q1: 48,372 shares; 2025Q2: 50,947 shares; 2025Q3: 53,067 shares 53,067$3.11M0.72%+2,120Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,950 shares 25,950$3.11M0.72%newTimeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,370 shares; 2024Q4: 25,865 shares; 2025Q1: 25,940 shares; 2025Q2: 27,780 shares; 2025Q3: 29,365 shares 29,365$3.11M0.72%+1,585Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,671 shares; 2024Q4: 32,521 shares; 2025Q1: 32,948 shares; 2025Q2: 33,583 shares; 2025Q3: 35,853 shares 35,853$3.08M0.71%+2,270Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,055 shares; 2024Q4: 46,130 shares; 2025Q1: 48,576 shares; 2025Q2: 50,016 shares; 2025Q3: 52,891 shares 52,891$3.04M0.7%+2,875Timeline
BAHBOOZ ALLEN HAMILTON HLDG CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,375 shares; 2024Q4: 30,410 shares; 2025Q1: 30,625 shares; 2025Q2: 32,850 shares; 2025Q3: 34,445 shares 34,445$3M0.69%+1,595Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,306 shares; 2024Q4: 21,791 shares; 2025Q1: 21,951 shares; 2025Q2: 22,593 shares; 2025Q3: 24,656 shares 24,656$2.95M0.68%+2,063Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,705 shares; 2024Q4: 9,883 shares; 2025Q1: 10,188 shares; 2025Q2: 11,098 shares; 2025Q3: 12,114 shares 12,114$2.94M0.68%+1,016Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,029 shares; 2025Q1: 25,805 shares; 2025Q2: 27,015 shares; 2025Q3: 29,977 shares 29,977$2.89M0.67%+2,962Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,030 shares; 2024Q4: 58,690 shares; 2025Q1: 63,775 shares; 2025Q2: 70,950 shares; 2025Q3: 75,956 shares 75,956$2.74M0.63%+5,006Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,789 shares; 2024Q4: 22,733 shares; 2025Q1: 22,970 shares; 2025Q2: 23,490 shares; 2025Q3: 22,560 shares 22,560$2.59M0.6%-930Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,483 shares; 2024Q4: 22,053 shares; 2025Q1: 22,973 shares; 2025Q2: 24,733 shares; 2025Q3: 25,828 shares 25,828$2.52M0.58%+1,095Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 846 shares; 2024Q4: 1,493 shares; 2025Q1: not reported; 2025Q2: 597 shares; 2025Q3: 4,352 shares 4,352$2.51M0.58%+3,755Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,480 shares; 2025Q3: 7,464 shares 7,464$2.24M0.52%+2,984Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,711 shares; 2024Q4: 21,176 shares; 2025Q1: 21,866 shares; 2025Q2: 23,784 shares; 2025Q3: 24,103 shares 24,103$2.23M0.52%+319Timeline
BSCVINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126,660 shares 126,660$2.11M0.49%newTimeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,842 shares; 2024Q4: 12,102 shares; 2025Q1: 13,507 shares; 2025Q2: 14,377 shares; 2025Q3: 15,677 shares 15,677$2.06M0.48%+1,300Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,955 shares; 2024Q4: 7,698 shares; 2025Q1: 7,163 shares; 2025Q2: 5,649 shares; 2025Q3: 5,270 shares 5,270$1.99M0.46%-379Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,813 shares; 2024Q4: 7,736 shares; 2025Q1: 9,934 shares; 2025Q2: 10,546 shares; 2025Q3: 13,017 shares 13,017$1.88M0.43%+2,471Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,075 shares; 2025Q3: 8,697 shares 8,697$1.35M0.31%+1,622Timeline
INVESCOINVESCOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 250,267 shares; 2024Q4: 257,449 shares; 2025Q1: 250,326 shares; 2025Q2: 62,874 shares; 2025Q3: 51,523 shares 51,523$1.07M0.25%-11,351
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,070 shares; 2025Q3: 1,080 shares 1,080$932K0.22%+10Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,444 shares; 2024Q4: 2,444 shares; 2025Q1: 2,351 shares; 2025Q2: 2,351 shares; 2025Q3: 2,643 shares 2,643$715K0.17%+292Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 954 shares; 2024Q4: 954 shares; 2025Q1: 954 shares; 2025Q2: 954 shares; 2025Q3: 960 shares 960$655K0.15%+6Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,752 shares; 2024Q4: 76,152 shares; 2025Q1: 74,647 shares; 2025Q2: 77,212 shares; 2025Q3: 12,260 shares 12,260$565K0.13%-64,952Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,726 shares; 2024Q4: 90,386 shares; 2025Q1: 91,658 shares; 2025Q2: 23,866 shares; 2025Q3: 10,167 shares 10,167$466K0.11%-13,699Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,060 shares 2,060$424K0.1%newTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 523 shares; 2025Q3: 632 shares 632$396K0.09%+109Timeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,910 shares; 2024Q4: 11,305 shares; 2025Q1: 6,975 shares; 2025Q2: 5,775 shares; 2025Q3: 4,600 shares 4,600$363K0.08%-1,175Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,462 shares; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,478 shares 3,478$352K0.08%+103Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,763 shares; 2024Q4: 19,703 shares; 2025Q1: 2,896 shares; 2025Q2: 2,241 shares; 2025Q3: 1,921 shares 1,921$351K0.08%-320Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,782 shares; 2024Q4: 10,772 shares; 2025Q1: 10,722 shares; 2025Q2: 11,312 shares; 2025Q3: 1,141 shares 1,141$341K0.08%-10,171Timeline
CBSHCOMMERCE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,004 shares; 2024Q4: 6,304 shares; 2025Q1: 6,304 shares; 2025Q2: 6,304 shares; 2025Q3: 6,304 shares 6,304$332K0.08%0Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares 3,200$330K0.08%0Timeline
ANGLVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,369 shares; 2024Q4: 10,369 shares; 2025Q1: 10,369 shares; 2025Q2: 10,369 shares; 2025Q3: 10,369 shares 10,369$306K0.07%0Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,975 shares; 2024Q4: 1,825 shares; 2025Q1: 1,425 shares; 2025Q2: 1,425 shares; 2025Q3: 1,553 shares 1,553$281K0.07%+128Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 958 shares; 2025Q1: not reported; 2025Q2: 958 shares; 2025Q3: 1,108 shares 1,108$271K0.06%+150Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,238 shares 4,238$258K0.06%newTimeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares 2,300$252K0.06%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,196 shares; 2024Q4: 2,776 shares; 2025Q1: 1,661 shares; 2025Q2: 1,521 shares; 2025Q3: 1,496 shares 1,496$242K0.06%-25Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,632 shares; 2024Q4: 6,423 shares; 2025Q1: 3,733 shares; 2025Q2: 3,178 shares; 2025Q3: 2,500 shares 2,500$236K0.05%-678Timeline
NUVBNUVATION BIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,407 shares; 2025Q3: 30,407 shares 30,407$159K0.04%0Timeline

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 0002011821-25-000007 base2025-11-14acceptance time not in the bulk data set