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PACK Private Wealth, LLC

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13F filer, CIK 1907212, WAYZATA, MN

PACK Private Wealth, LLC reported $219,339,226 across 57 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 85.64% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000469

Period
2025-12-31
Reported value
$219M
Holdings
57
Top 10 weight
85.64%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VEAadded+12,160$760K
IJHadded+10,679$705K
VWOadded+9,141$491K
IVVadded+580$397K
VNQadded+3,354$297K

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
CHRWreduced-5,000-$804K
MOSexited-7,092-$246K
GTLSreduced-485-$100K
IWFreduced-210-$99.4K
IVWreduced-659-$81.2K

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, Q4 2025

Share positions as resolved from 13F-HR 0001951757-26-000469, largest first. % of portfolio is the value over $218,707,302, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663,386 shares; 2024Q4: 698,606 shares; 2025Q1: 692,850 shares; 2025Q2: 712,785 shares; 2025Q3: 726,501 shares; 2025Q4: 738,661 shares 738,661$46.1M21.1%+12,160Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,050 shares; 2024Q4: 53,512 shares; 2025Q1: 52,370 shares; 2025Q2: 55,123 shares; 2025Q3: 55,813 shares; 2025Q4: 56,393 shares 56,393$38.6M17.66%+580Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 433,418 shares; 2024Q4: 436,722 shares; 2025Q1: 446,504 shares; 2025Q2: 489,832 shares; 2025Q3: 496,583 shares; 2025Q4: 505,724 shares 505,724$27.2M12.43%+9,141Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,247 shares; 2024Q4: 277,768 shares; 2025Q1: 277,476 shares; 2025Q2: 301,406 shares; 2025Q3: 308,745 shares; 2025Q4: 319,424 shares 319,424$21.1M9.64%+10,679Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,733 shares; 2024Q4: 95,136 shares; 2025Q1: 95,663 shares; 2025Q2: 105,771 shares; 2025Q3: 108,153 shares; 2025Q4: 109,920 shares 109,920$13.2M6.04%+1,767Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,713 shares; 2024Q4: 153,713 shares; 2025Q1: 153,713 shares; 2025Q2: 153,713 shares; 2025Q3: 153,713 shares; 2025Q4: 153,713 shares 153,713$12.6M5.76%0Timeline
GNRSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,916 shares; 2024Q4: 145,050 shares; 2025Q1: 143,732 shares; 2025Q2: 153,853 shares; 2025Q3: 158,360 shares; 2025Q4: 160,496 shares 160,496$9.97M4.56%+2,136Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,921 shares; 2024Q4: 84,393 shares; 2025Q1: 84,419 shares; 2025Q2: 91,756 shares; 2025Q3: 94,737 shares; 2025Q4: 98,091 shares 98,091$8.68M3.97%+3,354Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,120 shares; 2024Q4: 45,120 shares; 2025Q1: 45,120 shares; 2025Q2: 44,120 shares; 2025Q3: 41,620 shares; 2025Q4: 36,620 shares 36,620$5.89M2.69%-5,000Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,732 shares; 2024Q4: 53,732 shares; 2025Q1: 49,599 shares; 2025Q2: 43,743 shares; 2025Q3: 43,743 shares; 2025Q4: 43,743 shares 43,743$3.91M1.79%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,482 shares; 2024Q4: 6,482 shares; 2025Q1: 6,482 shares; 2025Q2: 9,569 shares; 2025Q3: 9,569 shares; 2025Q4: 9,566 shares 9,566$3.16M1.44%-3Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,849 shares; 2024Q4: 5,677 shares; 2025Q1: 5,268 shares; 2025Q2: 4,859 shares; 2025Q3: 4,859 shares; 2025Q4: 4,859 shares 4,859$3.05M1.39%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,610 shares; 2024Q4: 2,610 shares; 2025Q1: 2,610 shares; 2025Q2: 2,485 shares; 2025Q3: 9,910 shares; 2025Q4: 9,629 shares 9,629$2.62M1.2%-281Timeline
GTLSCHART INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,700 shares; 2025Q4: 11,215 shares 11,215$2.31M1.06%-485Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,061 shares; 2024Q4: 17,058 shares; 2025Q1: 17,058 shares; 2025Q2: 16,888 shares; 2025Q3: 16,862 shares; 2025Q4: 16,203 shares 16,203$2M0.91%-659Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,395 shares; 2025Q2: 2,395 shares; 2025Q3: 4,000 shares; 2025Q4: 3,985 shares 3,985$1.25M0.57%-15Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,031 shares; 2024Q4: 9,031 shares; 2025Q1: 9,031 shares; 2025Q2: 9,031 shares; 2025Q3: 9,031 shares; 2025Q4: 9,031 shares 9,031$1.24M0.57%0Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,546 shares; 2024Q4: 5,402 shares; 2025Q1: 5,402 shares; 2025Q2: 5,402 shares; 2025Q3: 5,256 shares; 2025Q4: 5,256 shares 5,256$1.11M0.51%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,108 shares; 2025Q4: 3,108 shares 3,108$1.08M0.49%0Timeline
IVOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,485 shares; 2024Q4: 8,485 shares; 2025Q1: 8,485 shares; 2025Q2: 8,073 shares; 2025Q3: 8,099 shares; 2025Q4: 8,099 shares 8,099$905K0.41%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 2,695 shares; 2025Q1: 2,690 shares; 2025Q2: 2,690 shares; 2025Q3: 3,757 shares; 2025Q4: 3,670 shares 3,670$847K0.39%-87Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 493 shares; 2025Q1: not reported; 2025Q2: 493 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares 1,425$689K0.32%0Timeline
RPRXROYALTY PHARMA PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,414 shares; 2024Q4: 17,414 shares; 2025Q1: 17,414 shares; 2025Q2: 17,414 shares; 2025Q3: 17,414 shares; 2025Q4: 17,414 shares 17,414$673K0.31%0Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,772 shares; 2025Q1: 1,772 shares; 2025Q2: 1,772 shares; 2025Q3: 1,772 shares; 2025Q4: 1,772 shares 1,772$662K0.3%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares 1,225$616K0.28%0Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 1,456 shares; 2025Q1: 1,456 shares; 2025Q2: 1,456 shares; 2025Q3: 1,456 shares; 2025Q4: 1,246 shares 1,246$590K0.27%-210Timeline
SSPYEXCHANGE LISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,132 shares; 2025Q1: 6,132 shares; 2025Q2: 6,132 shares; 2025Q3: 6,132 shares; 2025Q4: 6,132 shares 6,132$533K0.24%0Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,502 shares; 2024Q4: 45,502 shares; 2025Q1: 35,161 shares; 2025Q2: 8,575 shares; 2025Q3: 8,575 shares; 2025Q4: 8,575 shares 8,575$469K0.21%0Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,301 shares; 2024Q4: 4,301 shares; 2025Q1: 4,301 shares; 2025Q2: 3,894 shares; 2025Q3: 3,894 shares; 2025Q4: 3,894 shares 3,894$432K0.2%0Timeline
COPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,746 shares; 2025Q3: 5,746 shares; 2025Q4: 5,746 shares 5,746$413K0.19%0Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: 1,842 shares; 2025Q1: 1,842 shares; 2025Q2: 1,842 shares; 2025Q3: 1,842 shares; 2025Q4: 1,842 shares 1,842$387K0.18%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 574 shares; 2024Q4: 574 shares; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 574 shares 574$379K0.17%0Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,822 shares; 2024Q4: 3,822 shares; 2025Q1: 3,822 shares; 2025Q2: 3,822 shares; 2025Q3: 3,822 shares; 2025Q4: 3,822 shares 3,822$368K0.17%0Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,886 shares; 2024Q4: 7,005 shares; 2025Q1: 6,946 shares; 2025Q2: 7,160 shares; 2025Q3: 7,149 shares; 2025Q4: 7,217 shares 7,217$349K0.16%+68Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,233 shares; 2024Q4: 6,233 shares; 2025Q1: 6,233 shares; 2025Q2: 6,233 shares; 2025Q3: 6,687 shares; 2025Q4: 6,233 shares 6,233$337K0.15%-454Timeline
EWWISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,978 shares; 2025Q2: 4,394 shares; 2025Q3: 4,815 shares; 2025Q4: 4,815 shares 4,815$334K0.15%0Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,701 shares; 2024Q4: 4,793 shares; 2025Q1: 4,749 shares; 2025Q2: 4,811 shares; 2025Q3: 4,801 shares; 2025Q4: 4,847 shares 4,847$327K0.15%+46Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 707 shares; 2025Q1: not reported; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 694 shares 694$312K0.14%-15Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$308K0.14%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,149 shares; 2024Q4: 3,149 shares; 2025Q1: 3,149 shares; 2025Q2: 3,149 shares; 2025Q3: 3,149 shares; 2025Q4: 3,149 shares 3,149$302K0.14%0Timeline
ONBOLD NATL BANCORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,078 shares; 2024Q4: 13,078 shares; 2025Q1: 13,078 shares; 2025Q2: 13,078 shares; 2025Q3: 13,078 shares; 2025Q4: 13,078 shares 13,078$292K0.13%0Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,228 shares; 2025Q3: 4,228 shares; 2025Q4: 4,058 shares 4,058$282K0.13%-170Timeline
LITGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,289 shares; 2025Q4: 4,289 shares 4,289$278K0.13%0Timeline
FCGFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,863 shares; 2025Q4: 11,698 shares 11,698$274K0.13%+1,835Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,614 shares; 2025Q1: 1,614 shares; 2025Q2: 1,614 shares; 2025Q3: 1,614 shares; 2025Q4: 1,614 shares 1,614$272K0.12%0Timeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,361 shares; 2025Q4: 7,361 shares 7,361$267K0.12%0Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,624 shares; 2025Q4: 5,954 shares 5,954$266K0.12%+3,330Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 803 shares; 2025Q3: 803 shares; 2025Q4: 803 shares 803$259K0.12%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 224 shares 224$241K0.11%newTimeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 866 shares; 2024Q4: 866 shares; 2025Q1: 866 shares; 2025Q2: 866 shares; 2025Q3: 866 shares; 2025Q4: 866 shares 866$227K0.1%0Timeline
CLFDCLEARFIELD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares 7,500$219K0.1%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 842 shares; 2025Q4: 842 shares 842$207K0.09%0Timeline
PBRPETROLEO BRASILEIRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,734 shares; 2025Q2: 13,661 shares; 2025Q3: 13,661 shares; 2025Q4: 10,767 shares 10,767$128K0.06%-2,894Timeline
UWMCUWM HOLDINGS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,022 shares; 2025Q3: 17,022 shares; 2025Q4: 17,022 shares 17,022$74.6K0.03%0Timeline
UAUNDER ARMOUR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,271 shares; 2024Q4: not reported; 2025Q1: 10,271 shares; 2025Q2: 10,271 shares; 2025Q3: 10,271 shares; 2025Q4: 10,271 shares 10,271$49.3K0.02%0Timeline
CBUSCIBUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,478 shares 15,478$26.9K0.01%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
C H ROBINSON WORLDWIDE INC H ROBINSON WORLDWIDE IN CALLcall300$632Knew

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
MOSMOSAIC CO7,092$246Kshares

How Q4 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 0001951757-26-000469 base2026-02-17acceptance time not in the bulk data set