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Pinnacle West Asset Management, Inc.

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13F filer, CIK 1975730, CASPER, WY

Pinnacle West Asset Management, Inc. reported $154,408,000 across 116 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-05. Its ten largest share positions make up 35.09% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001975730-25-000009

Period
2025-09-30
Reported value
$154M
Holdings
116
Top 10 weight
35.09%
New
4
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DELLnew+1,700$241K
SREnew+2,620$236K
ADMnew+3,805$227K
ESnew+2,880$205K
UPSadded+1,570$131K

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
BXreduced-1,395-$238K
YUMexited-1,500-$222K
NVDAreduced-975-$182K
METAreduced-95-$69.8K
MSFTreduced-75-$38.8K

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 0001975730-25-000009, largest first. % of portfolio is the value over $154,408,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,505 shares; 2024Q4: 24,435 shares; 2025Q1: 24,485 shares; 2025Q2: 24,385 shares; 2025Q3: 24,310 shares 24,310$12.6M8.15%-75Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,340 shares; 2024Q4: 38,680 shares; 2025Q1: 38,530 shares; 2025Q2: 38,245 shares; 2025Q3: 38,145 shares 38,145$9.71M6.29%-100Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,290 shares; 2024Q4: 28,940 shares; 2025Q1: 28,995 shares; 2025Q2: 29,045 shares; 2025Q3: 28,070 shares 28,070$5.24M3.39%-975Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,455 shares; 2024Q4: 15,215 shares; 2025Q1: 14,925 shares; 2025Q2: 14,590 shares; 2025Q3: 14,490 shares 14,490$4.57M2.96%-100Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,470 shares; 2024Q4: 19,515 shares; 2025Q1: 19,480 shares; 2025Q2: 19,365 shares; 2025Q3: 19,445 shares 19,445$4.27M2.77%+80Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,950 shares; 2024Q4: 5,800 shares; 2025Q1: 5,710 shares; 2025Q2: 5,655 shares; 2025Q3: 5,560 shares 5,560$4.08M2.64%-95Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,885 shares; 2024Q4: 8,885 shares; 2025Q1: 8,935 shares; 2025Q2: 8,885 shares; 2025Q3: 8,885 shares 8,885$3.6M2.33%0Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,544 shares; 2024Q4: 54,544 shares; 2025Q1: 54,644 shares; 2025Q2: 54,544 shares; 2025Q3: 54,544 shares 54,544$3.46M2.24%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,545 shares; 2024Q4: 4,425 shares; 2025Q1: 4,431 shares; 2025Q2: 4,408 shares; 2025Q3: 4,421 shares 4,421$3.37M2.18%+13Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,005 shares; 2024Q4: 32,355 shares; 2025Q1: 32,355 shares; 2025Q2: 31,950 shares; 2025Q3: 31,950 shares 31,950$3.29M2.13%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,775 shares; 2024Q4: 4,045 shares; 2025Q1: 4,060 shares; 2025Q2: 4,050 shares; 2025Q3: 4,055 shares 4,055$3.23M2.09%+5Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,415 shares; 2024Q4: 13,240 shares; 2025Q1: 13,165 shares; 2025Q2: 12,985 shares; 2025Q3: 12,980 shares 12,980$3.15M2.04%-5Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,045 shares; 2024Q4: 10,960 shares; 2025Q1: 10,935 shares; 2025Q2: 10,860 shares; 2025Q3: 10,860 shares 10,860$3.05M1.98%0Timeline
BLACKROCK INCBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 2,662 shares; 2025Q1: 2,647 shares; 2025Q2: 2,619 shares; 2025Q3: 2,612 shares 2,612$3.04M1.97%-7
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,145 shares; 2024Q4: 15,145 shares; 2025Q1: 15,205 shares; 2025Q2: 14,950 shares; 2025Q3: 14,960 shares 14,960$2.77M1.8%+10Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,150 shares; 2024Q4: 96,150 shares; 2025Q1: 96,415 shares; 2025Q2: 96,218 shares; 2025Q3: 96,218 shares 96,218$2.72M1.76%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,695 shares; 2024Q4: 9,695 shares; 2025Q1: 9,720 shares; 2025Q2: 9,605 shares; 2025Q3: 9,650 shares 9,650$2.72M1.76%+45Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,130 shares; 2024Q4: 7,105 shares; 2025Q1: 7,115 shares; 2025Q2: 7,210 shares; 2025Q3: 7,468 shares 7,468$2.58M1.67%+258Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,655 shares; 2024Q4: 15,230 shares; 2025Q1: 15,400 shares; 2025Q2: 15,315 shares; 2025Q3: 15,415 shares 15,415$2.39M1.55%+100Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,895 shares; 2025Q1: 4,895 shares; 2025Q2: 4,870 shares; 2025Q3: 4,886 shares 4,886$2.33M1.51%+16Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,615 shares; 2024Q4: 20,090 shares; 2025Q1: 20,225 shares; 2025Q2: 20,085 shares; 2025Q3: 20,355 shares 20,355$2.29M1.49%+270Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,055 shares; 2024Q4: 14,205 shares; 2025Q1: 14,055 shares; 2025Q2: 14,010 shares; 2025Q3: 12,615 shares 12,615$2.15M1.4%-1,395Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,590 shares; 2024Q4: 6,640 shares; 2025Q1: 6,655 shares; 2025Q2: 6,610 shares; 2025Q3: 6,620 shares 6,620$2.01M1.3%+10Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,107 shares; 2024Q4: 60,107 shares; 2025Q1: 60,282 shares; 2025Q2: 59,960 shares; 2025Q3: 59,960 shares 59,960$1.88M1.21%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,300 shares; 2024Q4: 27,300 shares; 2025Q1: 27,375 shares; 2025Q2: 27,325 shares; 2025Q3: 27,275 shares 27,275$1.87M1.21%-50Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly 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: 2,005 shares 2,005$1.86M1.2%+5Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,355 shares; 2024Q4: 5,355 shares; 2025Q1: 5,355 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares 5,300$1.81M1.17%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,620 shares; 2024Q4: 7,620 shares; 2025Q1: 7,635 shares; 2025Q2: 7,605 shares; 2025Q3: 7,630 shares 7,630$1.8M1.17%+25Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,873 shares; 2024Q4: 4,023 shares; 2025Q1: 4,023 shares; 2025Q2: 3,968 shares; 2025Q3: 3,938 shares 3,938$1.8M1.17%-30Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,335 shares; 2024Q4: 6,335 shares; 2025Q1: 6,335 shares; 2025Q2: 6,300 shares; 2025Q3: 6,265 shares 6,265$1.77M1.15%-35Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,520 shares; 2024Q4: 14,470 shares; 2025Q1: 14,420 shares; 2025Q2: 14,360 shares; 2025Q3: 14,285 shares 14,285$1.64M1.06%-75Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,782 shares; 2024Q4: 21,782 shares; 2025Q1: 21,842 shares; 2025Q2: 21,842 shares; 2025Q3: 21,892 shares 21,892$1.6M1.03%+50Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,260 shares; 2024Q4: 5,260 shares; 2025Q1: 5,260 shares; 2025Q2: 5,220 shares; 2025Q3: 5,220 shares 5,220$1.53M0.99%0Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,215 shares; 2024Q4: 5,315 shares; 2025Q1: 5,745 shares; 2025Q2: 6,070 shares; 2025Q3: 6,145 shares 6,145$1.45M0.94%+75Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: 2,785 shares; 2025Q1: 2,775 shares; 2025Q2: 2,750 shares; 2025Q3: 2,760 shares 2,760$1.39M0.9%+10Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,655 shares; 2024Q4: 7,580 shares; 2025Q1: 7,580 shares; 2025Q2: 7,535 shares; 2025Q3: 7,530 shares 7,530$1.38M0.9%-5Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,045 shares; 2024Q4: 4,045 shares; 2025Q1: 4,060 shares; 2025Q2: 4,035 shares; 2025Q3: 4,035 shares 4,035$1.21M0.78%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 4,890 shares; 2025Q1: 4,760 shares; 2025Q2: 4,740 shares; 2025Q3: 4,680 shares 4,680$1.14M0.74%-60Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,285 shares; 2024Q4: 8,285 shares; 2025Q1: 8,285 shares; 2025Q2: 8,260 shares; 2025Q3: 8,315 shares 8,315$1.11M0.72%+55Timeline
GPCGENUINE PARTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,860 shares; 2024Q4: 7,035 shares; 2025Q1: 7,270 shares; 2025Q2: 7,335 shares; 2025Q3: 7,450 shares 7,450$1.03M0.67%+115Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,695 shares; 2024Q4: 4,695 shares; 2025Q1: 4,760 shares; 2025Q2: 4,695 shares; 2025Q3: 4,725 shares 4,725$1.02M0.66%+30Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,650 shares; 2024Q4: 6,650 shares; 2025Q1: 6,645 shares; 2025Q2: 6,535 shares; 2025Q3: 6,510 shares 6,510$1M0.65%-25Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,845 shares; 2024Q4: 4,865 shares; 2025Q1: 4,865 shares; 2025Q2: 4,795 shares; 2025Q3: 4,720 shares 4,720$994K0.64%-75Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,600 shares; 2024Q4: 22,610 shares; 2025Q1: 23,379 shares; 2025Q2: 22,585 shares; 2025Q3: 22,585 shares 22,585$993K0.64%0Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,060 shares; 2024Q4: 10,185 shares; 2025Q1: 10,235 shares; 2025Q2: 10,285 shares; 2025Q3: 10,450 shares 10,450$988K0.64%+165Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,979 shares; 2024Q4: 28,979 shares; 2025Q1: 28,954 shares; 2025Q2: 28,804 shares; 2025Q3: 28,404 shares 28,404$953K0.62%-400Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,202 shares; 2024Q4: 33,202 shares; 2025Q1: 34,837 shares; 2025Q2: 33,083 shares; 2025Q3: 33,089 shares 33,089$934K0.6%+6Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,360 shares; 2025Q1: 1,365 shares; 2025Q2: 1,365 shares; 2025Q3: 1,365 shares 1,365$932K0.6%0Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 8,210 shares; 2025Q1: 8,020 shares; 2025Q2: 7,890 shares; 2025Q3: 7,900 shares 7,900$882K0.57%+10Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,270 shares; 2024Q4: 5,270 shares; 2025Q1: 5,307 shares; 2025Q2: 5,285 shares; 2025Q3: 5,285 shares 5,285$879K0.57%0Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,580 shares; 2024Q4: 5,580 shares; 2025Q1: 5,580 shares; 2025Q2: 5,550 shares; 2025Q3: 5,575 shares 5,575$865K0.56%+25Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,565 shares; 2024Q4: 5,830 shares; 2025Q1: 5,955 shares; 2025Q2: 5,900 shares; 2025Q3: 6,045 shares 6,045$849K0.55%+145Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,480 shares; 2024Q4: 9,430 shares; 2025Q1: 9,495 shares; 2025Q2: 9,420 shares; 2025Q3: 9,645 shares 9,645$810K0.52%+225Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,100 shares; 2025Q1: 3,100 shares; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares 3,100$779K0.5%0Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,010 shares; 2024Q4: 8,035 shares; 2025Q1: 8,150 shares; 2025Q2: 8,075 shares; 2025Q3: 8,155 shares 8,155$777K0.5%+80Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,940 shares; 2024Q4: 2,940 shares; 2025Q1: 2,955 shares; 2025Q2: 2,920 shares; 2025Q3: 2,935 shares 2,935$765K0.5%+15Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,135 shares; 2024Q4: 11,185 shares; 2025Q1: 11,315 shares; 2025Q2: 11,265 shares; 2025Q3: 11,265 shares 11,265$747K0.48%0Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 3,550 shares; 2025Q1: 3,670 shares; 2025Q2: 3,745 shares; 2025Q3: 3,810 shares 3,810$725K0.47%+65Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,360 shares; 2024Q4: 7,050 shares; 2025Q1: 7,140 shares; 2025Q2: 7,090 shares; 2025Q3: 8,660 shares 8,660$723K0.47%+1,570Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,355 shares; 2025Q1: 1,363 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares 1,363$680K0.44%0Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,745 shares; 2024Q4: 7,770 shares; 2025Q1: 7,770 shares; 2025Q2: 7,745 shares; 2025Q3: 7,745 shares 7,745$655K0.42%0Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,165 shares; 2024Q4: 8,115 shares; 2025Q1: 8,160 shares; 2025Q2: 8,110 shares; 2025Q3: 8,110 shares 8,110$648K0.42%0Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,550 shares; 2024Q4: 13,550 shares; 2025Q1: 13,725 shares; 2025Q2: 13,675 shares; 2025Q3: 14,050 shares 14,050$634K0.41%+375Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,585 shares; 2024Q4: 8,585 shares; 2025Q1: 8,610 shares; 2025Q2: 8,400 shares; 2025Q3: 8,375 shares 8,375$632K0.41%-25Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,745 shares; 2024Q4: 5,745 shares; 2025Q1: 5,745 shares; 2025Q2: 5,645 shares; 2025Q3: 5,730 shares 5,730$594K0.38%+85Timeline
RYROYAL BK CDAQuarterly 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$589K0.38%0Timeline
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,060 shares; 2024Q4: 5,605 shares; 2025Q1: 5,805 shares; 2025Q2: 5,870 shares; 2025Q3: 5,920 shares 5,920$582K0.38%+50Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,540 shares; 2024Q4: 4,640 shares; 2025Q1: 4,640 shares; 2025Q2: 4,635 shares; 2025Q3: 4,655 shares 4,655$576K0.37%+20Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,130 shares; 2024Q4: 4,155 shares; 2025Q1: 4,230 shares; 2025Q2: 4,230 shares; 2025Q3: 4,370 shares 4,370$560K0.36%+140Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,620 shares; 2025Q1: 1,640 shares; 2025Q2: 1,640 shares; 2025Q3: 1,640 shares 1,640$559K0.36%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,005 shares; 2024Q4: 3,205 shares; 2025Q1: 3,255 shares; 2025Q2: 3,265 shares; 2025Q3: 3,265 shares 3,265$546K0.35%0Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,900 shares; 2025Q1: 4,900 shares; 2025Q2: 4,860 shares; 2025Q3: 4,850 shares 4,850$546K0.35%-10Timeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,150 shares; 2024Q4: 9,500 shares; 2025Q1: 9,550 shares; 2025Q2: 9,425 shares; 2025Q3: 9,475 shares 9,475$528K0.34%+50Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,105 shares; 2025Q1: 1,105 shares; 2025Q2: 1,100 shares; 2025Q3: 1,095 shares 1,095$520K0.34%-5Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,405 shares; 2024Q4: 5,405 shares; 2025Q1: 5,405 shares; 2025Q2: 5,395 shares; 2025Q3: 5,410 shares 5,410$513K0.33%+15Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,130 shares; 2024Q4: 8,130 shares; 2025Q1: 8,155 shares; 2025Q2: 8,095 shares; 2025Q3: 8,095 shares 8,095$506K0.33%0Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,515 shares; 2025Q1: 2,515 shares; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares 2,530$502K0.33%0Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,365 shares; 2024Q4: 1,380 shares; 2025Q1: 1,400 shares; 2025Q2: 1,410 shares; 2025Q3: 1,413 shares 1,413$498K0.32%+3Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000$487K0.32%0Timeline
IPINTERNATIONAL PAPER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,575 shares; 2024Q4: 10,575 shares; 2025Q1: 10,525 shares; 2025Q2: 10,330 shares; 2025Q3: 10,330 shares 10,330$479K0.31%0Timeline
ABBVABBVIE 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$463K0.3%0Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 2,280 shares; 2025Q1: 2,315 shares; 2025Q2: 2,355 shares; 2025Q3: 2,435 shares 2,435$456K0.3%+80Timeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 1,430 shares; 2025Q1: 1,505 shares; 2025Q2: 1,505 shares; 2025Q3: 1,505 shares 1,505$433K0.28%0Timeline
SNNSMITH & NEPHEW PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,075 shares; 2024Q4: 9,175 shares; 2025Q1: 10,175 shares; 2025Q2: 10,325 shares; 2025Q3: 11,315 shares 11,315$411K0.27%+990Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,675 shares; 2024Q4: 15,025 shares; 2025Q1: 16,160 shares; 2025Q2: 15,650 shares; 2025Q3: 15,958 shares 15,958$407K0.26%+308Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 2,020 shares; 2025Q1: 2,020 shares; 2025Q2: 2,020 shares; 2025Q3: 2,045 shares 2,045$383K0.25%+25Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,025 shares; 2025Q1: 3,625 shares; 2025Q2: 7,350 shares; 2025Q3: 7,775 shares 7,775$381K0.25%+425Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 765 shares; 2025Q1: 835 shares; 2025Q2: 845 shares; 2025Q3: 980 shares 980$362K0.23%+135Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,495 shares; 2025Q1: 1,520 shares; 2025Q2: 1,555 shares; 2025Q3: 1,590 shares 1,590$351K0.23%+35Timeline
ATOATMOS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,955 shares; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: 1,975 shares; 2025Q3: 1,985 shares 1,985$339K0.22%+10Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$332K0.22%0Timeline
BKHBLACK HILLS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,265 shares; 2024Q4: 5,265 shares; 2025Q1: 5,290 shares; 2025Q2: 5,205 shares; 2025Q3: 5,205 shares 5,205$321K0.21%0Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,135 shares; 2024Q4: 3,160 shares; 2025Q1: 3,135 shares; 2025Q2: 3,110 shares; 2025Q3: 3,125 shares 3,125$314K0.2%+15Timeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,815 shares; 2024Q4: 3,140 shares; 2025Q1: 3,240 shares; 2025Q2: 3,215 shares; 2025Q3: 3,265 shares 3,265$312K0.2%+50Timeline
WAFDWAFD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000$303K0.2%0Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 3,515 shares; 2025Q1: 3,565 shares; 2025Q2: 3,790 shares; 2025Q3: 3,860 shares 3,860$297K0.19%+70Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,565 shares; 2025Q1: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,580 shares 2,580$296K0.19%+15Timeline
OGEOGE ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,435 shares; 2024Q4: 6,435 shares; 2025Q1: 6,435 shares; 2025Q2: 6,350 shares; 2025Q3: 6,375 shares 6,375$295K0.19%+25Timeline
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: 5,225 shares; 2025Q3: 5,700 shares 5,700$294K0.19%+475Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 1,150 shares; 2025Q2: 1,205 shares; 2025Q3: 1,230 shares 1,230$292K0.19%+25Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,223 shares; 2024Q4: 4,248 shares; 2025Q1: 4,248 shares; 2025Q2: 4,215 shares; 2025Q3: 4,250 shares 4,250$287K0.19%+35Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,065 shares; 2024Q4: 11,230 shares; 2025Q1: 11,340 shares; 2025Q2: 11,240 shares; 2025Q3: 11,240 shares 11,240$279K0.18%0Timeline
NSRGYNESTLE SA-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,930 shares; 2024Q4: 3,005 shares; 2025Q1: 3,030 shares; 2025Q2: 3,020 shares; 2025Q3: 3,045 shares 3,045$279K0.18%+25Timeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,100 shares; 2024Q4: 4,600 shares; 2025Q1: 4,900 shares; 2025Q2: 4,975 shares; 2025Q3: 5,750 shares 5,750$271K0.18%+775Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000$269K0.17%0Timeline
SIEGYSIEMENS AG-SPONS ADRQuarterly 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: 1,850 shares; 2025Q2: 1,900 shares; 2025Q3: 1,950 shares 1,950$263K0.17%+50Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,120 shares; 2024Q4: 4,245 shares; 2025Q1: 4,295 shares; 2025Q2: 4,270 shares; 2025Q3: 4,270 shares 4,270$261K0.17%0Timeline
CHKPCHECK POINT SOFTWARE TECH LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,100 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,255 shares 1,255$260K0.17%+55Timeline
DELLDELL TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,700 shares 1,700$241K0.16%newTimeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,460 shares; 2024Q4: 2,585 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,620 shares 2,620$236K0.15%newTimeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 3,373 shares; 2025Q1: 3,331 shares; 2025Q2: 3,070 shares; 2025Q3: 3,030 shares 3,030$236K0.15%-40Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,645 shares; 2024Q4: 4,645 shares; 2025Q1: 4,645 shares; 2025Q2: 4,605 shares; 2025Q3: 4,605 shares 4,605$232K0.15%0Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares 1,660$231K0.15%0Timeline
ADMARCHER DANIELS MIDLAND COQuarterly 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: 3,805 shares 3,805$227K0.15%newTimeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,515 shares; 2024Q4: 1,705 shares; 2025Q1: 1,730 shares; 2025Q2: 1,755 shares; 2025Q3: 1,780 shares 1,780$219K0.14%+25Timeline
ESEVERSOURCE ENERGYQuarterly 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: 2,880 shares 2,880$205K0.13%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
YUMYUM BRANDS INC1,500$222Kshares

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 0001975730-25-000009 base2025-11-05acceptance time not in the bulk data set