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PEOPLES BANK /OH

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13F filer, CIK 934866, MARIETTA, OH

PEOPLES BANK /OH reported $162,744,478 across 94 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-28. Its ten largest share positions make up 49.75% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000934866-25-000014

Period
2025-09-30
Reported value
$163M
Holdings
94
Top 10 weight
49.75%
New
4
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JPMadded+3,150$994K
SMBnew+21,899$381K
MUBnew+2,227$237K
VCITnew+2,800$236K
UNHnew+666$230K

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
PEBOreduced-104,968-$3.15M
IVVreduced-1,966-$1.32M
IVWreduced-9,289-$1.12M
IVEreduced-2,049-$423K
IJHreduced-5,741-$375K

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 0000934866-25-000014, largest first. % of portfolio is the value over $162,744,478, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,145 shares; 2024Q4: 27,961 shares; 2025Q1: 27,357 shares; 2025Q2: 26,633 shares; 2025Q3: 24,667 shares 24,667$16.5M10.14%-1,966Timeline
PEBOPEOPLES BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 584,655 shares; 2024Q4: 590,905 shares; 2025Q1: 569,762 shares; 2025Q2: 566,234 shares; 2025Q3: 461,266 shares 461,266$13.8M8.5%-104,968Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,364 shares; 2024Q4: 97,637 shares; 2025Q1: 99,509 shares; 2025Q2: 97,926 shares; 2025Q3: 88,637 shares 88,637$10.7M6.57%-9,289Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,256 shares; 2024Q4: 146,311 shares; 2025Q1: 145,975 shares; 2025Q2: 135,538 shares; 2025Q3: 129,797 shares 129,797$8.47M5.2%-5,741Timeline
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: 12,124 shares; 2024Q4: 11,347 shares; 2025Q1: 10,742 shares; 2025Q2: 10,472 shares; 2025Q3: 10,325 shares 10,325$6.88M4.23%-147Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,636 shares; 2024Q4: 88,382 shares; 2025Q1: 87,673 shares; 2025Q2: 102,861 shares; 2025Q3: 101,318 shares 101,318$6.08M3.74%-1,543Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,483 shares; 2024Q4: 13,393 shares; 2025Q1: 13,018 shares; 2025Q2: 12,998 shares; 2025Q3: 12,838 shares 12,838$4.69M2.88%-160Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,924 shares; 2024Q4: 27,090 shares; 2025Q1: 19,029 shares; 2025Q2: 18,412 shares; 2025Q3: 18,309 shares 18,309$4.66M2.86%-103Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,144 shares; 2024Q4: 27,049 shares; 2025Q1: 23,184 shares; 2025Q2: 24,461 shares; 2025Q3: 22,412 shares 22,412$4.63M2.84%-2,049Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,808 shares; 2024Q4: 44,587 shares; 2025Q1: 43,097 shares; 2025Q2: 39,174 shares; 2025Q3: 37,990 shares 37,990$4.51M2.77%-1,184Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,972 shares; 2024Q4: 93,668 shares; 2025Q1: 93,262 shares; 2025Q2: 81,800 shares; 2025Q3: 79,991 shares 79,991$4.33M2.66%-1,809Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,384 shares; 2024Q4: 10,439 shares; 2025Q1: 9,943 shares; 2025Q2: 9,868 shares; 2025Q3: 13,018 shares 13,018$4.11M2.52%+3,150Timeline
ISTBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,181 shares; 2024Q4: 77,832 shares; 2025Q1: 77,110 shares; 2025Q2: 78,492 shares; 2025Q3: 77,368 shares 77,368$3.78M2.32%-1,124Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,468 shares; 2024Q4: 24,854 shares; 2025Q1: 23,629 shares; 2025Q2: 23,634 shares; 2025Q3: 23,716 shares 23,716$3.68M2.26%+82Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,224 shares; 2024Q4: 37,072 shares; 2025Q1: 37,316 shares; 2025Q2: 43,181 shares; 2025Q3: 42,400 shares 42,400$3.52M2.16%-781Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,324 shares; 2024Q4: 57,658 shares; 2025Q1: 56,785 shares; 2025Q2: 61,576 shares; 2025Q3: 56,289 shares 56,289$3.37M2.07%-5,287Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,556 shares; 2024Q4: 7,445 shares; 2025Q1: 6,031 shares; 2025Q2: 5,902 shares; 2025Q3: 5,886 shares 5,886$3.05M1.87%-16Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,849 shares; 2024Q4: 18,109 shares; 2025Q1: 17,064 shares; 2025Q2: 16,978 shares; 2025Q3: 16,828 shares 16,828$2.59M1.59%-150Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,784 shares; 2024Q4: 16,564 shares; 2025Q1: 9,112 shares; 2025Q2: 14,205 shares; 2025Q3: 13,534 shares 13,534$2.53M1.55%-671Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,184 shares; 2024Q4: 3,443 shares; 2025Q1: 3,331 shares; 2025Q2: 3,365 shares; 2025Q3: 3,213 shares 3,213$2.36M1.45%-152Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,217 shares; 2024Q4: 9,629 shares; 2025Q1: 8,260 shares; 2025Q2: 7,899 shares; 2025Q3: 7,768 shares 7,768$2.18M1.34%-131Timeline
JPIEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,749 shares; 2024Q4: 49,923 shares; 2025Q1: 53,476 shares; 2025Q2: 46,869 shares; 2025Q3: 46,077 shares 46,077$2.14M1.31%-792Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,734 shares; 2024Q4: 22,483 shares; 2025Q1: 22,384 shares; 2025Q2: 19,195 shares; 2025Q3: 18,992 shares 18,992$1.83M1.13%-203Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,021 shares; 2024Q4: 8,373 shares; 2025Q1: 8,127 shares; 2025Q2: 8,133 shares; 2025Q3: 8,165 shares 8,165$1.79M1.1%+32Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,407 shares; 2024Q4: 16,198 shares; 2025Q1: 15,161 shares; 2025Q2: 14,919 shares; 2025Q3: 14,922 shares 14,922$1.68M1.03%+3Timeline
DIVBISHARES 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: 32,602 shares; 2025Q3: 31,547 shares 31,547$1.65M1.01%-1,055Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly 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: 32,417 shares; 2025Q2: 38,995 shares; 2025Q3: 35,603 shares 35,603$1.64M1.01%-3,392Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,095 shares; 2024Q4: 23,516 shares; 2025Q1: 23,455 shares; 2025Q2: 23,984 shares; 2025Q3: 23,590 shares 23,590$1.25M0.77%-394Timeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 2,264 shares; 2025Q1: 2,264 shares; 2025Q2: 2,264 shares; 2025Q3: 2,140 shares 2,140$1.13M0.7%-124Timeline
MUMICRON TECHNOLOGY 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: 6,585 shares; 2025Q3: 6,585 shares 6,585$1.1M0.68%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,398 shares; 2024Q4: 2,702 shares; 2025Q1: 2,658 shares; 2025Q2: 2,638 shares; 2025Q3: 2,636 shares 2,636$1.07M0.66%-2Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,012 shares; 2024Q4: 20,617 shares; 2025Q1: 19,682 shares; 2025Q2: 20,432 shares; 2025Q3: 20,547 shares 20,547$1.06M0.65%+115Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,209 shares; 2024Q4: 13,717 shares; 2025Q1: 11,799 shares; 2025Q2: 11,918 shares; 2025Q3: 11,974 shares 11,974$1.05M0.64%+56Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,623 shares; 2024Q4: 5,546 shares; 2025Q1: 4,357 shares; 2025Q2: 3,911 shares; 2025Q3: 3,855 shares 3,855$937K0.58%-56Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly 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: 3,168 shares; 2025Q3: 3,188 shares 3,188$890K0.55%+20Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,364 shares; 2024Q4: 6,355 shares; 2025Q1: 6,305 shares; 2025Q2: 6,401 shares; 2025Q3: 6,318 shares 6,318$885K0.54%-83Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,169 shares; 2025Q1: 942 shares; 2025Q2: 926 shares; 2025Q3: 931 shares 931$862K0.53%+5Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,324 shares; 2024Q4: 6,944 shares; 2025Q1: 6,439 shares; 2025Q2: 6,289 shares; 2025Q3: 6,299 shares 6,299$857K0.53%+10Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,269 shares; 2024Q4: 8,269 shares; 2025Q1: 7,069 shares; 2025Q2: 7,069 shares; 2025Q3: 7,069 shares 7,069$845K0.52%0Timeline
ESCAESCALADE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,632 shares; 2024Q4: 67,126 shares; 2025Q1: 67,126 shares; 2025Q2: 67,126 shares; 2025Q3: 67,126 shares 67,126$844K0.52%0Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 2,615 shares; 2025Q1: 1,822 shares; 2025Q2: 1,842 shares; 2025Q3: 1,837 shares 1,837$840K0.52%-5Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,034 shares; 2024Q4: 9,833 shares; 2025Q1: 9,025 shares; 2025Q2: 8,413 shares; 2025Q3: 8,364 shares 8,364$781K0.48%-49Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,349 shares; 2024Q4: 4,970 shares; 2025Q1: 4,695 shares; 2025Q2: 4,945 shares; 2025Q3: 4,910 shares 4,910$780K0.48%-35Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,403 shares; 2024Q4: 2,624 shares; 2025Q1: 2,561 shares; 2025Q2: 2,581 shares; 2025Q3: 2,532 shares 2,532$769K0.47%-49Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,021 shares; 2025Q1: 1,405 shares; 2025Q2: 1,254 shares; 2025Q3: 1,234 shares 1,234$741K0.46%-20Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,206 shares; 2025Q1: 1,027 shares; 2025Q2: 984 shares; 2025Q3: 979 shares 979$731K0.45%-5Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,499 shares; 2024Q4: 2,936 shares; 2025Q1: 2,931 shares; 2025Q2: 2,931 shares; 2025Q3: 2,926 shares 2,926$692K0.42%-5Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,962 shares; 2024Q4: 2,917 shares; 2025Q1: 2,742 shares; 2025Q2: 2,737 shares; 2025Q3: 2,727 shares 2,727$685K0.42%-10Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,173 shares; 2024Q4: 19,803 shares; 2025Q1: 18,828 shares; 2025Q2: 18,578 shares; 2025Q3: 18,528 shares 18,528$658K0.4%-50Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,809 shares; 2024Q4: 8,715 shares; 2025Q1: 8,200 shares; 2025Q2: 7,942 shares; 2025Q3: 7,735 shares 7,735$649K0.4%-207Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 2,099 shares; 2025Q1: 2,089 shares; 2025Q2: 2,234 shares; 2025Q3: 2,259 shares 2,259$637K0.39%+25Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 2,314 shares; 2025Q1: 767 shares; 2025Q2: 739 shares; 2025Q3: 832 shares 832$635K0.39%+93Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: 3,725 shares; 2025Q1: 3,675 shares; 2025Q2: 3,675 shares; 2025Q3: 3,675 shares 3,675$623K0.38%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,779 shares; 2024Q4: 2,550 shares; 2025Q1: 2,108 shares; 2025Q2: 1,959 shares; 2025Q3: 1,770 shares 1,770$584K0.36%-189Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,774 shares; 2024Q4: 2,268 shares; 2025Q1: 1,754 shares; 2025Q2: 2,461 shares; 2025Q3: 2,428 shares 2,428$562K0.35%-33Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,270 shares; 2025Q1: 1,246 shares; 2025Q2: 1,245 shares; 2025Q3: 1,195 shares 1,195$560K0.34%-50Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,811 shares; 2024Q4: 7,190 shares; 2025Q1: 6,642 shares; 2025Q2: 7,472 shares; 2025Q3: 7,703 shares 7,703$527K0.32%+231Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,304 shares; 2024Q4: 2,975 shares; 2025Q1: 2,680 shares; 2025Q2: 2,570 shares; 2025Q3: 2,546 shares 2,546$523K0.32%-24Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,403 shares; 2024Q4: 6,336 shares; 2025Q1: 6,300 shares; 2025Q2: 6,050 shares; 2025Q3: 5,900 shares 5,900$484K0.3%-150Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,049 shares; 2024Q4: 5,156 shares; 2025Q1: 2,652 shares; 2025Q2: 2,544 shares; 2025Q3: 2,534 shares 2,534$470K0.29%-10Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 2,740 shares; 2025Q1: 2,365 shares; 2025Q2: 2,300 shares; 2025Q3: 2,283 shares 2,283$467K0.29%-17Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,013 shares; 2024Q4: 3,528 shares; 2025Q1: 3,270 shares; 2025Q2: 3,195 shares; 2025Q3: 3,150 shares 3,150$422K0.26%-45Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 2,033 shares; 2025Q1: 1,665 shares; 2025Q2: 1,273 shares; 2025Q3: 1,273 shares 1,273$418K0.26%0Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,657 shares; 2024Q4: 6,333 shares; 2025Q1: 6,213 shares; 2025Q2: 6,033 shares; 2025Q3: 5,983 shares 5,983$403K0.25%-50Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,494 shares; 2024Q4: 1,135 shares; 2025Q1: 1,210 shares; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares 1,123$383K0.24%0Timeline
SMBVANECK ETF TRUSTQuarterly 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: 21,899 shares 21,899$381K0.23%newTimeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 1,954 shares; 2025Q1: 1,926 shares; 2025Q2: 1,926 shares; 2025Q3: 1,926 shares 1,926$377K0.23%0Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,105 shares; 2025Q1: 1,085 shares; 2025Q2: 1,045 shares; 2025Q3: 1,015 shares 1,015$375K0.23%-30Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 778 shares; 2025Q2: 757 shares; 2025Q3: 753 shares 753$358K0.22%-4Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,237 shares; 2025Q1: 1,073 shares; 2025Q2: 1,044 shares; 2025Q3: 1,027 shares 1,027$356K0.22%-17Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,278 shares; 2024Q4: 2,158 shares; 2025Q1: 1,938 shares; 2025Q2: 1,933 shares; 2025Q3: 1,908 shares 1,908$319K0.2%-25Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: 2,868 shares; 2025Q1: 2,509 shares; 2025Q2: 2,586 shares; 2025Q3: 2,208 shares 2,208$310K0.19%-378Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,150 shares; 2024Q4: 6,770 shares; 2025Q1: 2,605 shares; 2025Q2: 2,531 shares; 2025Q3: 2,250 shares 2,250$290K0.18%-281Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,492 shares; 2024Q4: 1,603 shares; 2025Q1: 1,657 shares; 2025Q2: 1,557 shares; 2025Q3: 1,548 shares 1,548$289K0.18%-9Timeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 2,500 shares; 2025Q1: 2,435 shares; 2025Q2: 1,950 shares; 2025Q3: 1,960 shares 1,960$272K0.17%+10Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 2,521 shares; 2025Q1: 2,431 shares; 2025Q2: 2,602 shares; 2025Q3: 2,602 shares 2,602$268K0.16%0Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,567 shares; 2024Q4: 7,567 shares; 2025Q1: 7,567 shares; 2025Q2: 7,567 shares; 2025Q3: 7,717 shares 7,717$266K0.16%+150Timeline
UBSIUNITED BANKSHARES INC WEST VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,044 shares; 2024Q4: 7,044 shares; 2025Q1: 7,044 shares; 2025Q2: 7,044 shares; 2025Q3: 7,044 shares 7,044$262K0.16%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 285 shares; 2025Q1: 258 shares; 2025Q2: 227 shares; 2025Q3: 214 shares 214$257K0.16%-13Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930 shares; 2024Q4: 1,104 shares; 2025Q1: 1,332 shares; 2025Q2: 1,062 shares; 2025Q3: 1,012 shares 1,012$245K0.15%-50Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,152 shares; 2024Q4: 5,077 shares; 2025Q1: 3,508 shares; 2025Q2: 3,175 shares; 2025Q3: 3,167 shares 3,167$239K0.15%-8Timeline
MUBISHARES 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: 2,227 shares 2,227$237K0.15%newTimeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares 875$236K0.15%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: 2,800 shares 2,800$236K0.14%newTimeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 3,678 shares; 2025Q1: 2,614 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares 2,450$232K0.14%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,024 shares; 2025Q1: 826 shares; 2025Q2: not reported; 2025Q3: 666 shares 666$230K0.14%newTimeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,259 shares; 2024Q4: 1,084 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,078 shares 1,078$227K0.14%+23Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 2,622 shares; 2025Q1: 2,549 shares; 2025Q2: 2,549 shares; 2025Q3: 2,129 shares 2,129$221K0.14%-420Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,832 shares; 2024Q4: 4,496 shares; 2025Q1: 3,248 shares; 2025Q2: 3,298 shares; 2025Q3: 3,289 shares 3,289$218K0.13%-9Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,546 shares; 2024Q4: 5,711 shares; 2025Q1: 5,419 shares; 2025Q2: 4,819 shares; 2025Q3: 4,819 shares 4,819$217K0.13%0Timeline
PPGPPG INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 2,030 shares; 2025Q3: 2,060 shares 2,060$217K0.13%+30Timeline
BSVVANGUARD 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: 2,685 shares; 2025Q3: 2,685 shares 2,685$212K0.13%0Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly 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: 2,809 shares; 2025Q3: 2,809 shares 2,809$211K0.13%0Timeline
JBSJBS N.V.Quarterly 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: 12,500 shares; 2025Q3: 12,500 shares 12,500$187K0.11%0Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
SCHDSCHWAB STRATEGIC TR11,459$304Kshares
VTEBVANGUARD MUN BD FDS6,041$296Kshares
CHTRCHARTER COMMUNICATIONS INC615$251Kshares
MEARISHARES U S ETF TR4,935$248Kshares
HYGISHARES TR3,000$242Kshares
SJNKSPDR SERIES TRUST9,094$232Kshares
PGRPROGRESSIVE CORP804$215Kshares

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 0000934866-25-000014 base2025-10-28acceptance time not in the bulk data set