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Mullaney, Keating & Wright, Inc.

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13F filer, CIK 2135840, MIDDLETOWN, CT

Mullaney, Keating & Wright, Inc. reported $180,128,863 across 69 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2026-05-29. Its ten largest share positions make up 71.09% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-26-000618

Period
2025-09-30
Reported value
$180M
Holdings
69
Top 10 weight
71.09%
New
10
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ACWInew+60,843$8.41M
AAPLadded+1,908$486K
METAadded+625$459K
IWRadded+4,170$403K
VOOadded+571$350K

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
IVEreduced-13,580-$2.8M
NVDAreduced-1,000-$187K
IWDreduced-254-$51.7K
IWSreduced-290-$40.5K
MSFTreduced-35-$18.1K

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 0002085853-26-000618, largest first. % of portfolio is the value over $180,128,863, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,092 shares; 2024Q4: 214,184 shares; 2025Q1: 214,163 shares; 2025Q2: 214,035 shares; 2025Q3: 215,943 shares 215,943$55M30.53%+1,908Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,586 shares; 2024Q4: 52,442 shares; 2025Q1: 53,697 shares; 2025Q2: 53,445 shares; 2025Q3: 53,963 shares 53,963$19.7M10.95%+518Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,497 shares; 2024Q4: 92,358 shares; 2025Q1: 92,418 shares; 2025Q2: 92,325 shares; 2025Q3: 96,495 shares 96,495$9.32M5.17%+4,170Timeline
ACWIISHARES 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: not reported; 2025Q3: 60,843 shares 60,843$8.41M4.67%newTimeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,975 shares; 2024Q4: 38,505 shares; 2025Q1: 38,399 shares; 2025Q2: 38,480 shares; 2025Q3: 38,226 shares 38,226$7.78M4.32%-254Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,032 shares; 2024Q4: 124,521 shares; 2025Q1: 121,201 shares; 2025Q2: 120,903 shares; 2025Q3: 125,393 shares 125,393$6.35M3.52%+4,490Timeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,685 shares; 2024Q4: 43,861 shares; 2025Q1: 43,314 shares; 2025Q2: 42,525 shares; 2025Q3: 42,235 shares 42,235$5.9M3.27%-290Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,055 shares; 2024Q4: 16,078 shares; 2025Q1: 16,078 shares; 2025Q2: 15,482 shares; 2025Q3: 15,483 shares 15,483$5.36M2.98%+1Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,161 shares; 2024Q4: 28,603 shares; 2025Q1: 28,540 shares; 2025Q2: 29,073 shares; 2025Q3: 29,310 shares 29,310$5.18M2.88%+237Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,871 shares; 2024Q4: 48,510 shares; 2025Q1: 48,062 shares; 2025Q2: 53,167 shares; 2025Q3: 53,986 shares 53,986$5.04M2.8%+819Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,091 shares; 2024Q4: 45,930 shares; 2025Q1: 76,307 shares; 2025Q2: 82,806 shares; 2025Q3: 86,946 shares 86,946$4.41M2.45%+4,140Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,412 shares; 2024Q4: 24,374 shares; 2025Q1: 35,653 shares; 2025Q2: 38,536 shares; 2025Q3: 40,189 shares 40,189$4.05M2.25%+1,653Timeline
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: 55,438 shares; 2025Q2: 55,438 shares; 2025Q3: 57,747 shares 57,747$3.46M1.92%+2,309Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,103 shares; 2024Q4: 26,094 shares; 2025Q1: 26,186 shares; 2025Q2: 26,027 shares; 2025Q3: 25,944 shares 25,944$3.08M1.71%-83Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,837 shares; 2024Q4: 19,222 shares; 2025Q1: 25,718 shares; 2025Q2: 51,025 shares; 2025Q3: 56,894 shares 56,894$2.89M1.6%+5,869Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,046 shares; 2024Q4: 34,700 shares; 2025Q1: 36,296 shares; 2025Q2: 35,426 shares; 2025Q3: 36,185 shares 36,185$2.36M1.31%+759Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,112 shares; 2024Q4: 11,412 shares; 2025Q1: 24,239 shares; 2025Q2: 24,121 shares; 2025Q3: 10,541 shares 10,541$2.18M1.21%-13,580Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 2,751 shares; 2025Q1: 2,888 shares; 2025Q2: 2,971 shares; 2025Q3: 3,542 shares 3,542$2.17M1.2%+571Timeline
EMGFISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,476 shares; 2024Q4: 38,838 shares; 2025Q1: 37,786 shares; 2025Q2: 38,677 shares; 2025Q3: 39,193 shares 39,193$2.09M1.16%+516Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,704 shares; 2024Q4: 5,377 shares; 2025Q1: 5,378 shares; 2025Q2: 5,378 shares; 2025Q3: 5,378 shares 5,378$1.76M0.98%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 2,544 shares; 2025Q1: 2,304 shares; 2025Q2: 2,331 shares; 2025Q3: 2,350 shares 2,350$1.57M0.87%+19Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,528 shares; 2025Q1: 2,498 shares; 2025Q2: 2,478 shares; 2025Q3: 2,443 shares 2,443$1.27M0.7%-35Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 991 shares; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 959 shares; 2025Q3: 1,584 shares 1,584$1.16M0.65%+625Timeline
COKECOCA COLA CONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,091 shares; 2024Q4: 15,021 shares; 2025Q1: 14,991 shares; 2025Q2: 14,821 shares; 2025Q3: 14,821 shares 14,821$983K0.55%0Timeline
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: 1,029 shares; 2024Q4: 1,042 shares; 2025Q1: 1,045 shares; 2025Q2: 1,056 shares; 2025Q3: 1,406 shares 1,406$937K0.52%+350Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,147 shares; 2024Q4: 6,947 shares; 2025Q1: 6,878 shares; 2025Q2: 6,878 shares; 2025Q3: 6,878 shares 6,878$776K0.43%0Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,195 shares; 2024Q4: 15,495 shares; 2025Q1: 15,527 shares; 2025Q2: 16,063 shares; 2025Q3: 16,541 shares 16,541$763K0.42%+478Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,881 shares; 2025Q1: 12,416 shares; 2025Q2: 12,380 shares; 2025Q3: 16,071 shares 16,071$752K0.42%+3,691Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,887 shares; 2024Q4: 19,939 shares; 2025Q1: 19,972 shares; 2025Q2: 22,249 shares; 2025Q3: 22,886 shares 22,886$729K0.4%+637Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,783 shares; 2024Q4: 1,788 shares; 2025Q1: 1,773 shares; 2025Q2: 1,773 shares; 2025Q3: 1,758 shares 1,758$712K0.4%-15Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000$681K0.38%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,186 shares; 2024Q4: 4,362 shares; 2025Q1: 4,362 shares; 2025Q2: 4,362 shares; 2025Q3: 3,362 shares 3,362$627K0.35%-1,000Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,502 shares; 2024Q4: 16,652 shares; 2025Q1: 16,660 shares; 2025Q2: 16,782 shares; 2025Q3: 17,242 shares 17,242$615K0.34%+460Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,277 shares; 2024Q4: 8,877 shares; 2025Q1: 8,877 shares; 2025Q2: 8,877 shares; 2025Q3: 8,877 shares 8,877$608K0.34%0Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,226 shares; 2024Q4: 10,118 shares; 2025Q1: 10,118 shares; 2025Q2: 10,118 shares; 2025Q3: 10,118 shares 10,118$589K0.33%0Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 1,515 shares; 2025Q1: 1,516 shares; 2025Q2: 1,516 shares; 2025Q3: 1,517 shares 1,517$575K0.32%+1Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000$503K0.28%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares 530$491K0.27%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,408 shares; 2024Q4: 5,212 shares; 2025Q1: 5,212 shares; 2025Q2: 5,269 shares; 2025Q3: 5,269 shares 5,269$460K0.26%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 904 shares 904$454K0.25%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 1,950 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares 1,930$447K0.25%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,904 shares; 2024Q4: 2,904 shares; 2025Q1: 2,904 shares; 2025Q2: 2,904 shares; 2025Q3: 2,904 shares 2,904$446K0.25%0Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 925 shares 925$441K0.25%+25Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,172 shares; 2024Q4: 9,210 shares; 2025Q1: 9,210 shares; 2025Q2: 9,210 shares; 2025Q3: 9,210 shares 9,210$412K0.23%0Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,513 shares; 2025Q1: 6,533 shares; 2025Q2: 6,669 shares; 2025Q3: 6,697 shares 6,697$371K0.21%+28Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,161 shares; 2024Q4: 3,892 shares; 2025Q1: 3,904 shares; 2025Q2: 3,916 shares; 2025Q3: 3,928 shares 3,928$351K0.19%+12Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,114 shares; 2024Q4: 4,190 shares; 2025Q1: 4,190 shares; 2025Q2: 4,248 shares; 2025Q3: 4,248 shares 4,248$326K0.18%0Timeline
VTEBVANGUARD MUN BD 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: 6,139 shares; 2025Q3: 6,191 shares 6,191$310K0.17%+52Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,364 shares; 2024Q4: 2,383 shares; 2025Q1: 2,383 shares; 2025Q2: 2,383 shares; 2025Q3: 2,383 shares 2,383$309K0.17%0Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,487 shares; 2024Q4: 3,487 shares; 2025Q1: 3,487 shares; 2025Q2: 3,487 shares; 2025Q3: 3,487 shares 3,487$306K0.17%0Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,874 shares; 2024Q4: 2,887 shares; 2025Q1: 2,895 shares; 2025Q2: 2,904 shares; 2025Q3: 2,914 shares 2,914$291K0.16%+10Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 2,742 shares; 2025Q1: 2,734 shares; 2025Q2: 2,607 shares; 2025Q3: 2,614 shares 2,614$289K0.16%+7Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,861 shares; 2024Q4: 7,863 shares; 2025Q1: 7,865 shares; 2025Q2: 7,868 shares; 2025Q3: 8,486 shares 8,486$279K0.16%+618Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 883 shares; 2025Q1: 883 shares; 2025Q2: 882 shares; 2025Q3: 882 shares 882$278K0.15%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 960 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 599 shares 599$266K0.15%newTimeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 1,919 shares; 2025Q1: 1,899 shares; 2025Q2: 1,899 shares; 2025Q3: 1,899 shares 1,899$254K0.14%0Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 1,942 shares; 2025Q1: 1,946 shares; 2025Q2: 1,953 shares; 2025Q3: 1,956 shares 1,956$254K0.14%+3Timeline
IMCBISHARES 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: not reported; 2025Q3: 3,017 shares 3,017$251K0.14%newTimeline
IWMISHARES 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: not reported; 2025Q3: 1,010 shares 1,010$244K0.14%newTimeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 1,729 shares; 2025Q1: 1,729 shares; 2025Q2: 1,729 shares; 2025Q3: 1,729 shares 1,729$244K0.14%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 790 shares 790$240K0.13%0Timeline
BIVVANGUARD BD 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: not reported; 2025Q3: 3,033 shares 3,033$237K0.13%newTimeline
VCSHVANGUARD SCOTTSDALE 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: 2,916 shares 2,916$233K0.13%newTimeline
RTXRTX CORPORATIONQuarterly 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: 1,365 shares 1,365$228K0.13%newTimeline
BACBANK OF AMER 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: 4,337 shares; 2025Q3: 4,338 shares 4,338$224K0.12%+1Timeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares 2,000$214K0.12%newTimeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,877 shares; 2024Q4: 2,878 shares; 2025Q1: 2,878 shares; 2025Q2: not reported; 2025Q3: 1,680 shares 1,680$212K0.12%newTimeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 727 shares; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 727 shares 727$210K0.12%0Timeline
VCITVANGUARD SCOTTSDALE 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: 2,410 shares 2,410$203K0.11%newTimeline

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 0002085853-26-000618 base2026-05-29acceptance time not in the bulk data set