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Newton One Investments LLC

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13F filer, CIK 1842787, NEWARK, DE

Newton One Investments LLC reported $368,493,399 across 121 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-24. Its ten largest share positions make up 81.47% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001842787-26-000003

Period
2026-03-31
Reported value
$368M
Holdings
121
Top 10 weight
81.47%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VTVadded+120,991$23.7M
IJRadded+103,683$12.9M
VSSadded+43,693$6.37M
BNDadded+26,877$1.98M
VCITadded+13,102$1.08M

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
IJTreduced-44,934-$6.5M
VEUreduced-36,501-$2.74M
IVVreduced-1,121-$732K
VWOreduced-11,354-$614K
IXUSreduced-3,661-$317K

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, Q1 2026

Share positions as resolved from 13F-HR 0001842787-26-000003, largest first. % of portfolio is the value over $368,493,399, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 715,759 shares; 2025Q1: 751,674 shares; 2025Q2: 749,143 shares; 2025Q3: 756,648 shares; 2025Q4: 759,888 shares; 2026Q1: 786,765 shares 786,765$57.9M15.72%+26,877Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,100 shares; 2025Q1: 40,641 shares; 2025Q2: 72,699 shares; 2025Q3: 78,700 shares; 2025Q4: 76,492 shares; 2026Q1: 75,371 shares 75,371$49.2M13.36%-1,121Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 433,714 shares; 2025Q1: 445,885 shares; 2025Q2: 445,662 shares; 2025Q3: 449,638 shares; 2025Q4: 451,628 shares; 2026Q1: 464,730 shares 464,730$38.5M10.44%+13,102Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,379 shares; 2025Q1: 85,797 shares; 2025Q2: 89,224 shares; 2025Q3: 88,228 shares; 2025Q4: 85,702 shares; 2026Q1: 86,461 shares 86,461$37.8M10.25%+759Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,831 shares; 2025Q1: 23,822 shares; 2025Q2: 25,344 shares; 2025Q3: 25,744 shares; 2025Q4: 26,402 shares; 2026Q1: 147,393 shares 147,393$28.9M7.85%+120,991Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 361,315 shares; 2025Q1: 382,223 shares; 2025Q2: 375,757 shares; 2025Q3: 372,909 shares; 2025Q4: 366,632 shares; 2026Q1: 330,131 shares 330,131$24.8M6.73%-36,501Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 277,597 shares; 2025Q1: 280,857 shares; 2025Q2: 298,875 shares; 2025Q3: 300,235 shares; 2025Q4: 297,156 shares; 2026Q1: 299,955 shares 299,955$20.3M5.5%+2,799Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,305 shares; 2025Q1: 28,972 shares; 2025Q2: 31,988 shares; 2025Q3: 31,768 shares; 2025Q4: 32,461 shares; 2026Q1: 136,144 shares 136,144$16.9M4.59%+103,683Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 282,210 shares; 2025Q1: 289,209 shares; 2025Q2: 276,260 shares; 2025Q3: 282,764 shares; 2025Q4: 288,485 shares; 2026Q1: 302,477 shares 302,477$15.1M4.1%+13,992Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,748 shares; 2025Q1: 51,402 shares; 2025Q2: 51,562 shares; 2025Q3: 51,664 shares; 2025Q4: 51,527 shares; 2026Q1: 50,706 shares 50,706$10.8M2.94%-821Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 187,088 shares; 2025Q1: 198,886 shares; 2025Q2: 198,013 shares; 2025Q3: 196,289 shares; 2025Q4: 194,691 shares; 2026Q1: 183,337 shares 183,337$9.91M2.69%-11,354Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,858 shares; 2025Q1: 22,936 shares; 2025Q2: 23,281 shares; 2025Q3: 22,901 shares; 2025Q4: 23,504 shares; 2026Q1: 67,197 shares 67,197$9.8M2.66%+43,693Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,174 shares; 2025Q1: 31,364 shares; 2025Q2: 29,766 shares; 2025Q3: 28,429 shares; 2025Q4: 27,621 shares; 2026Q1: 28,336 shares 28,336$9.09M2.47%+715Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 98,216 shares; 2025Q1: 99,567 shares; 2025Q2: 99,871 shares; 2025Q3: 98,100 shares; 2025Q4: 99,217 shares; 2026Q1: 95,556 shares 95,556$8.28M2.25%-3,661Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 226,537 shares; 2025Q1: 226,111 shares; 2025Q2: 191,307 shares; 2025Q3: 192,120 shares; 2025Q4: 193,068 shares; 2026Q1: 190,885 shares 190,885$5.91M1.6%-2,183Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,879 shares; 2025Q1: 20,948 shares; 2025Q2: 20,711 shares; 2025Q3: 20,686 shares; 2025Q4: 21,010 shares; 2026Q1: 21,005 shares 21,005$5.5M1.49%-5Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,423 shares; 2025Q1: 10,434 shares; 2025Q2: 9,963 shares; 2025Q3: 9,974 shares; 2025Q4: 10,194 shares; 2026Q1: 10,203 shares 10,203$2.59M0.7%+9Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,262 shares; 2025Q1: 10,369 shares; 2025Q2: 10,204 shares; 2025Q3: 10,221 shares; 2025Q4: 10,255 shares; 2026Q1: 10,151 shares 10,151$2.21M0.6%-104Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,835 shares; 2025Q1: 57,661 shares; 2025Q2: 57,471 shares; 2025Q3: 57,783 shares; 2025Q4: 56,548 shares; 2026Q1: 11,614 shares 11,614$1.68M0.46%-44,934Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,555 shares; 2025Q1: 12,098 shares; 2025Q2: 8,788 shares; 2025Q3: 8,438 shares; 2025Q4: 8,438 shares; 2026Q1: 7,261 shares 7,261$1M0.27%-1,177Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,957 shares; 2025Q1: 2,921 shares; 2025Q2: 2,966 shares; 2025Q3: 1,547 shares; 2025Q4: 1,488 shares; 2026Q1: 1,492 shares 1,492$971K0.26%+4Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,041 shares; 2025Q1: 6,064 shares; 2025Q2: 6,090 shares; 2025Q3: 6,118 shares; 2025Q4: 6,147 shares; 2026Q1: 7,682 shares 7,682$910K0.25%+1,535Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,415 shares; 2025Q1: 2,482 shares; 2025Q2: 2,485 shares; 2025Q3: 2,468 shares; 2025Q4: 2,380 shares; 2026Q1: 2,302 shares 2,302$722K0.2%-78Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,588 shares; 2025Q1: 2,587 shares; 2025Q2: 2,588 shares; 2025Q3: 2,590 shares; 2025Q4: 2,572 shares; 2026Q1: 2,574 shares 2,574$530K0.14%+2Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,112 shares; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,075 shares; 2026Q1: 1,061 shares 1,061$453K0.12%-14Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 502 shares; 2025Q2: 504 shares; 2025Q3: 507 shares; 2025Q4: 509 shares; 2026Q1: 512 shares 512$433K0.12%+3Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,335 shares; 2025Q3: 1,335 shares; 2025Q4: 1,335 shares; 2026Q1: 1,338 shares 1,338$432K0.12%+3Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,525 shares; 2025Q1: 1,525 shares; 2025Q2: 1,525 shares; 2025Q3: 1,525 shares; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares 1,525$426K0.12%0Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,135 shares; 2025Q1: 4,135 shares; 2025Q2: 4,135 shares; 2025Q3: 3,697 shares; 2025Q4: 3,697 shares; 2026Q1: 3,697 shares 3,697$418K0.11%0Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,286 shares; 2025Q1: 8,318 shares; 2025Q2: 8,356 shares; 2025Q3: 8,391 shares; 2025Q4: 8,419 shares; 2026Q1: 8,449 shares 8,449$409K0.11%+30Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,438 shares; 2025Q1: 1,438 shares; 2025Q2: 1,438 shares; 2025Q3: 1,400 shares; 2025Q4: 1,324 shares; 2026Q1: 1,288 shares 1,288$385K0.1%-36Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 641 shares; 2025Q1: 643 shares; 2025Q2: 645 shares; 2025Q3: 647 shares; 2025Q4: 650 shares; 2026Q1: 651 shares 651$367K0.1%+1Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,785 shares; 2025Q1: 1,752 shares; 2025Q2: 1,752 shares; 2025Q3: 1,752 shares; 2025Q4: 1,752 shares; 2026Q1: 1,735 shares 1,735$366K0.1%-17Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,034 shares; 2025Q1: 1,040 shares; 2025Q2: 1,046 shares; 2025Q3: 1,052 shares; 2025Q4: 1,059 shares; 2026Q1: 1,065 shares 1,065$331K0.09%+6Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,065 shares; 2025Q1: 1,070 shares; 2025Q2: 1,076 shares; 2025Q3: 1,081 shares; 2025Q4: 1,086 shares; 2026Q1: 1,091 shares 1,091$321K0.09%+5Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 547 shares; 2025Q1: 547 shares; 2025Q2: 548 shares; 2025Q3: 548 shares; 2025Q4: 549 shares; 2026Q1: 549 shares 549$314K0.09%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,280 shares; 2026Q1: 1,280 shares 1,280$267K0.07%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,538 shares; 2025Q1: 1,541 shares; 2025Q2: 1,547 shares; 2025Q3: 1,550 shares; 2025Q4: 1,553 shares; 2026Q1: 1,557 shares 1,557$229K0.06%+4Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,578 shares; 2025Q1: 4,578 shares; 2025Q2: 4,578 shares; 2025Q3: 4,578 shares; 2025Q4: 4,578 shares; 2026Q1: 4,578 shares 4,578$224K0.06%0Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,560 shares; 2025Q1: 2,571 shares; 2025Q2: 2,608 shares; 2025Q3: 2,615 shares; 2025Q4: 2,639 shares; 2026Q1: 2,293 shares 2,293$189K0.05%-346Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,044 shares; 2025Q1: 2,056 shares; 2025Q2: 2,060 shares; 2025Q3: 2,074 shares; 2025Q4: 2,130 shares; 2026Q1: 1,903 shares 1,903$186K0.05%-227Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 645 shares; 2025Q1: 582 shares; 2025Q2: 583 shares; 2025Q3: 585 shares; 2025Q4: 586 shares; 2026Q1: 473 shares 473$175K0.05%-113Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000$174K0.05%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 611 shares; 2025Q1: 610 shares; 2025Q2: 614 shares; 2025Q3: 618 shares; 2025Q4: 622 shares; 2026Q1: 626 shares 626$170K0.05%+4Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,305 shares; 2025Q1: 2,307 shares; 2025Q2: 2,310 shares; 2025Q3: 2,313 shares; 2025Q4: 2,317 shares; 2026Q1: 2,319 shares 2,319$165K0.04%+2Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 848 shares; 2025Q1: 852 shares; 2025Q2: 855 shares; 2025Q3: 857 shares; 2025Q4: 860 shares; 2026Q1: 863 shares 863$143K0.04%+3Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 624 shares; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 630 shares; 2025Q4: 635 shares; 2026Q1: 637 shares 637$137K0.04%+2Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 865 shares; 2025Q1: 870 shares; 2025Q2: 876 shares; 2025Q3: 882 shares; 2025Q4: 888 shares; 2026Q1: 894 shares 894$129K0.04%+6Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,867 shares; 2025Q1: 1,648 shares; 2025Q2: 1,288 shares; 2025Q3: 1,288 shares; 2025Q4: 1,288 shares; 2026Q1: 846 shares 846$125K0.03%-442Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 603 shares; 2025Q1: 614 shares; 2025Q2: 621 shares; 2025Q3: 627 shares; 2025Q4: 627 shares; 2026Q1: 639 shares 639$99.3K0.03%+12Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,859 shares; 2025Q1: 4,859 shares; 2025Q2: 4,865 shares; 2025Q3: 2,688 shares; 2025Q4: 2,764 shares; 2026Q1: 2,764 shares 2,764$91.1K0.02%0Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,790 shares; 2025Q1: 3,790 shares; 2025Q2: 3,798 shares; 2025Q3: 1,835 shares; 2025Q4: 1,899 shares; 2026Q1: 1,899 shares 1,899$88.8K0.02%0Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 478 shares; 2025Q4: 478 shares; 2026Q1: 479 shares 479$86.8K0.02%+1Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 347 shares; 2025Q1: 349 shares; 2025Q2: 351 shares; 2025Q3: 354 shares; 2025Q4: 356 shares; 2026Q1: 358 shares 358$86.7K0.02%+2Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,063 shares; 2025Q1: 1,133 shares; 2025Q2: 1,622 shares; 2025Q3: 1,389 shares; 2025Q4: 1,333 shares; 2026Q1: 931 shares 931$84.3K0.02%-402Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 420 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 328 shares; 2025Q4: 329 shares; 2026Q1: 317 shares 317$78.7K0.02%-12Timeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 831 shares; 2025Q3: 799 shares; 2025Q4: 799 shares; 2026Q1: 754 shares 754$70.7K0.02%-45Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 320 shares; 2025Q1: 323 shares; 2025Q2: 327 shares; 2025Q3: 331 shares; 2025Q4: 335 shares; 2026Q1: 338 shares 338$69.9K0.02%+3Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 749 shares; 2025Q3: 655 shares; 2025Q4: 631 shares; 2026Q1: 630 shares 630$69.1K0.02%-1Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 102 shares 102$63.1K0.02%0Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 862 shares; 2025Q1: 862 shares; 2025Q2: 862 shares; 2025Q3: 862 shares; 2025Q4: 862 shares; 2026Q1: 862 shares 862$60.5K0.02%0Timeline
ATECALPHATEC HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500$59.8K0.02%0Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 913 shares; 2025Q1: 615 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 618 shares; 2026Q1: 520 shares 520$58.4K0.02%-98Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,524 shares; 2025Q1: 1,524 shares; 2025Q2: 1,524 shares; 2025Q3: 1,524 shares; 2025Q4: 1,524 shares; 2026Q1: 1,524 shares 1,524$58.2K0.02%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 401 shares; 2025Q1: 401 shares; 2025Q2: 401 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$57.6K0.02%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 217 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117$56.1K0.02%0Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 595 shares; 2026Q1: 595 shares 595$52.3K0.01%0Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 389 shares; 2025Q1: 391 shares; 2025Q2: 392 shares; 2025Q3: 394 shares; 2025Q4: 395 shares; 2026Q1: 397 shares 397$52K0.01%+2Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 981 shares; 2025Q1: 982 shares; 2025Q2: 983 shares; 2025Q3: 984 shares; 2025Q4: 986 shares; 2026Q1: 987 shares 987$49.5K0.01%+1Timeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,419 shares; 2025Q3: 1,419 shares; 2025Q4: 1,444 shares; 2026Q1: 1,318 shares 1,318$48.2K0.01%-126Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 167 shares; 2025Q3: 167 shares; 2025Q4: 167 shares; 2026Q1: 167 shares 167$48K0.01%0Timeline
DOLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,342 shares; 2025Q1: 2,342 shares; 2025Q2: 1,947 shares; 2025Q3: 1,853 shares; 2025Q4: 1,853 shares; 2026Q1: 631 shares 631$42.9K0.01%-1,222Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 133 shares; 2025Q4: 134 shares; 2026Q1: 135 shares 135$39.2K0.01%+1Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 151 shares; 2025Q3: 152 shares; 2025Q4: 153 shares; 2026Q1: 153 shares 153$37.4K0.01%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380$36.5K0.01%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 197 shares; 2025Q1: 199 shares; 2025Q2: 201 shares; 2025Q3: 203 shares; 2025Q4: 204 shares; 2026Q1: 206 shares 206$34.9K0.01%+2Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 572 shares; 2025Q3: 572 shares; 2025Q4: 497 shares; 2026Q1: 471 shares 471$32.9K0.01%-26Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 750 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 606 shares; 2025Q4: 368 shares; 2026Q1: 329 shares 329$30.5K0.01%-39Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 146 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 148 shares; 2025Q4: 148 shares; 2026Q1: 149 shares 149$30.2K0.01%+1Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75$27.9K0.01%0Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 384 shares; 2025Q1: 392 shares; 2025Q2: 399 shares; 2025Q3: 406 shares; 2025Q4: 412 shares; 2026Q1: 420 shares 420$27.7K0.01%+8Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 950 shares 950$27.5K0.01%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 305 shares; 2025Q1: 306 shares; 2025Q2: 308 shares; 2025Q3: 310 shares; 2025Q4: 311 shares; 2026Q1: 313 shares 313$24.9K0.01%+2Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 60 shares 60$19.8K0.01%+20Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63$17.9K<0.01%0Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 130 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 132 shares; 2025Q4: 133 shares; 2026Q1: 134 shares 134$17.2K<0.01%+1Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 103 shares 103$14.9K<0.01%+1Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 177 shares 177$14.8K<0.01%+1Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 238 shares; 2025Q1: 240 shares; 2025Q2: 242 shares; 2025Q3: 243 shares; 2025Q4: 245 shares; 2026Q1: 247 shares 247$14.3K<0.01%+2Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 274 shares; 2025Q1: 266 shares; 2025Q2: 269 shares; 2025Q3: 271 shares; 2025Q4: 268 shares; 2026Q1: 197 shares 197$14.1K<0.01%-71Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 491 shares; 2025Q4: 491 shares; 2026Q1: 491 shares 491$14.1K<0.01%0Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 52 shares 52$13.7K<0.01%+1Timeline
UTZUTZ BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,691 shares; 2025Q1: 1,698 shares; 2025Q2: 1,705 shares; 2025Q3: 1,713 shares; 2025Q4: 1,721 shares; 2026Q1: 1,732 shares 1,732$13.7K<0.01%+11Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15$13.1K<0.01%0Timeline
LYFTLYFT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 962 shares; 2025Q1: 962 shares; 2025Q2: 962 shares; 2025Q3: 962 shares; 2025Q4: 962 shares; 2026Q1: 962 shares 962$12.8K<0.01%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 160 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 161 shares 161$12.5K<0.01%0Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 216 shares; 2026Q1: 151 shares 151$11.9K<0.01%-65Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares 30$11.2K<0.01%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 134 shares; 2025Q3: 135 shares; 2025Q4: 137 shares; 2026Q1: 137 shares 137$10.4K<0.01%0Timeline
UNMUNUM GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 136 shares; 2025Q3: 137 shares; 2025Q4: 138 shares; 2026Q1: 139 shares 139$10.1K<0.01%+1Timeline
HODLVANECK BITCOIN ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 331 shares; 2025Q1: 1,324 shares; 2025Q2: 1,324 shares; 2025Q3: 1,507 shares; 2025Q4: 1,842 shares; 2026Q1: 518 shares 518$9.93K<0.01%-1,324Timeline
RVMDREVOLUTION MEDICINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$9.72K<0.01%0Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 145 shares; 2025Q1: 146 shares; 2025Q2: 148 shares; 2025Q3: 150 shares; 2025Q4: 152 shares; 2026Q1: 153 shares 153$9.48K<0.01%+1Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 49 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares 51$9.25K<0.01%0Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500$9.17K<0.01%0Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 188 shares; 2025Q1: 192 shares; 2025Q2: 196 shares; 2025Q3: 199 shares; 2025Q4: 202 shares; 2026Q1: 203 shares 203$8.47K<0.01%+1Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 176 shares; 2025Q1: 177 shares; 2025Q2: 178 shares; 2025Q3: 179 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180$8.27K<0.01%0Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 229 shares; 2026Q1: 229 shares 229$6.29K<0.01%0Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares 115$4.23K<0.01%0Timeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114$3.88K<0.01%0Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39$3.75K<0.01%0Timeline
ETHOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86 shares; 2025Q1: 66 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 55 shares 55$3.66K<0.01%-11Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 34 shares 34$3.35K<0.01%+1Timeline
VODVODAFONE GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 187 shares; 2025Q1: 187 shares; 2025Q2: 187 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares 187$2.81K<0.01%0Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83 shares; 2025Q1: 84 shares; 2025Q2: 86 shares; 2025Q3: 87 shares; 2025Q4: 88 shares; 2026Q1: 90 shares 90$2.02K<0.01%+2Timeline
SOLVSOLVENTUM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24$1.57K<0.01%0Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20$1.43K<0.01%0Timeline
VSNTVERSANT MEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19 shares 19$704<0.01%newTimeline
PTONPELOTON INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$429<0.01%0Timeline
DOUGDOUGLAS ELLIMAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 69 shares; 2025Q4: 69 shares; 2026Q1: 69 shares 69$114<0.01%0Timeline
BYNDBEYOND MEAT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10$8<0.01%0Timeline

How Q1 2026 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 0001842787-26-000003 base2026-04-24acceptance time not in the bulk data set