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Pioneer Wealth Management Group

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13F filer, CIK 1973339, AUSTIN, TX

Pioneer Wealth Management Group reported $413,935,618 across 55 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-07. Its ten largest share positions make up 83.33% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001973339-26-000004

Period
2026-06-30
Reported value
$414M
Holdings
55
Top 10 weight
83.33%
New
5
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHZadded+249,489$5.77M
DFAUadded+91,683$4.74M
DFAIadded+96,796$3.99M
VCITadded+32,909$2.72M
AAPLadded+6,640$1.92M

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
TFLOreduced-20,825-$1.05M
BILreduced-9,212-$844K
VVreduced-731-$251K
SCHEreduced-6,273-$227K
SCHFreduced-8,043-$223K

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, Q2 2026

Share positions as resolved from 13F-HR 0001973339-26-000004, largest first. % of portfolio is the value over $413,935,618, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,204,564 shares; 2025Q2: 1,301,476 shares; 2025Q3: 1,410,087 shares; 2025Q4: 1,479,327 shares; 2026Q1: 1,630,612 shares; 2026Q2: 1,722,295 shares 1,722,295$89M21.51%+91,683Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,105,060 shares; 2025Q2: 1,141,667 shares; 2025Q3: 1,256,522 shares; 2025Q4: 1,320,003 shares; 2026Q1: 1,420,804 shares; 2026Q2: 1,517,600 shares 1,517,600$62.6M15.12%+96,796Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,965,005 shares; 2025Q2: 2,226,231 shares; 2025Q3: 2,395,677 shares; 2025Q4: 1,814,258 shares; 2026Q1: 1,999,801 shares; 2026Q2: 2,249,290 shares 2,249,290$52M12.57%+249,489Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 273,148 shares; 2025Q2: 289,235 shares; 2025Q3: 317,200 shares; 2025Q4: 334,618 shares; 2026Q1: 358,447 shares; 2026Q2: 391,356 shares 391,356$32.3M7.81%+32,909Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 196,690 shares; 2025Q2: 178,256 shares; 2025Q3: 179,918 shares; 2025Q4: 596,465 shares; 2026Q1: 633,465 shares; 2026Q2: 663,083 shares 663,083$28M6.76%+29,618Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 551,976 shares; 2025Q2: 569,117 shares; 2025Q3: 602,942 shares; 2025Q4: 611,819 shares; 2026Q1: 662,686 shares; 2026Q2: 671,538 shares 671,538$27M6.52%+8,852Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 563,075 shares; 2025Q2: 612,777 shares; 2025Q3: 696,520 shares; 2025Q4: 709,659 shares; 2026Q1: 815,731 shares; 2026Q2: 883,192 shares 883,192$20.9M5.05%+67,461Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 120,126 shares; 2025Q2: 128,262 shares; 2025Q3: 141,144 shares; 2025Q4: 150,163 shares; 2026Q1: 161,544 shares; 2026Q2: 174,600 shares 174,600$14.4M3.47%+13,056Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 118,860 shares; 2025Q2: 121,123 shares; 2025Q3: 136,337 shares; 2025Q4: 144,039 shares; 2026Q1: 153,733 shares; 2026Q2: 166,160 shares 166,160$11.6M2.81%+12,427Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 13,460 shares; 2025Q2: 21,911 shares; 2025Q3: 21,941 shares; 2025Q4: 21,729 shares; 2026Q1: 21,206 shares; 2026Q2: 20,475 shares 20,475$7.04M1.7%-731Timeline
TFLOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 25,554 shares; 2025Q2: 25,513 shares; 2025Q3: 21,016 shares; 2025Q4: 22,331 shares; 2026Q1: 121,028 shares; 2026Q2: 100,203 shares 100,203$5.07M1.23%-20,825Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 22,017 shares; 2025Q2: 20,321 shares; 2025Q3: 19,903 shares; 2025Q4: 20,125 shares; 2026Q1: 20,154 shares; 2026Q2: 19,739 shares 19,739$4.3M1.04%-415Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 16,003 shares; 2025Q2: 17,414 shares; 2025Q3: 18,008 shares; 2025Q4: 18,993 shares; 2026Q1: 20,338 shares; 2026Q2: 25,232 shares 25,232$4.13M1%+4,894Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 107,006 shares; 2025Q2: 83,354 shares; 2025Q3: 81,394 shares; 2025Q4: 81,467 shares; 2026Q1: 90,597 shares; 2026Q2: 88,103 shares 88,103$3.91M0.94%-2,494Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,539 shares; 2025Q3: 10,254 shares; 2025Q4: 8,591 shares; 2026Q1: 6,708 shares; 2026Q2: 13,348 shares 13,348$3.86M0.93%+6,640Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 138,150 shares; 2025Q2: 137,086 shares; 2025Q3: 136,866 shares; 2025Q4: 147,516 shares; 2026Q1: 146,393 shares; 2026Q2: 138,350 shares 138,350$3.83M0.93%-8,043Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 91,299 shares; 2025Q2: 104,790 shares; 2025Q3: 102,479 shares; 2025Q4: 111,045 shares; 2026Q1: 111,448 shares; 2026Q2: 105,175 shares 105,175$3.81M0.92%-6,273Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,580 shares; 2025Q2: not reported; 2025Q3: 35,288 shares; 2025Q4: 39,145 shares; 2026Q1: 44,426 shares; 2026Q2: 35,214 shares 35,214$3.23M0.78%-9,212Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 25,709 shares; 2025Q2: 24,932 shares; 2025Q3: 24,445 shares; 2025Q4: 25,862 shares; 2026Q1: 23,656 shares; 2026Q2: 29,230 shares 29,230$3.01M0.73%+5,574Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 20,637 shares; 2025Q2: 22,344 shares; 2025Q3: 23,388 shares; 2025Q4: 24,021 shares; 2026Q1: 24,064 shares; 2026Q2: 25,154 shares 25,154$2.43M0.59%+1,090Timeline
NUEMNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 44,006 shares; 2025Q2: 48,748 shares; 2025Q3: 51,257 shares; 2025Q4: 51,496 shares; 2026Q1: 52,076 shares; 2026Q2: 53,861 shares 53,861$2.29M0.55%+1,785Timeline
NUSCNUSHARES ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 29,656 shares; 2025Q2: 32,322 shares; 2025Q3: 32,242 shares; 2025Q4: 33,679 shares; 2026Q1: 32,445 shares; 2026Q2: 41,537 shares 41,537$2.16M0.52%+9,092Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 19,038 shares; 2025Q2: 20,945 shares; 2025Q3: 22,392 shares; 2025Q4: 24,411 shares; 2026Q1: 26,318 shares; 2026Q2: 28,615 shares 28,615$2.1M0.51%+2,297Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 6,297 shares; 2025Q2: 10,325 shares; 2025Q3: 8,696 shares; 2025Q4: 8,890 shares; 2026Q1: 8,851 shares; 2026Q2: 8,593 shares 8,593$2.09M0.5%-258Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 5,477 shares; 2025Q2: 8,273 shares; 2025Q3: 7,560 shares; 2025Q4: 7,224 shares; 2026Q1: 6,869 shares; 2026Q2: 6,550 shares 6,550$1.99M0.48%-319Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 5,175 shares; 2025Q3: 2,953 shares; 2025Q4: 3,009 shares; 2026Q1: 4,832 shares; 2026Q2: 9,649 shares 9,649$1.93M0.47%+4,817Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,350 shares; 2026Q1: not reported; 2026Q2: 38,936 shares 38,936$1.86M0.45%newTimeline
PTLNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,828 shares; 2025Q2: 3,511 shares; 2025Q3: 4,478 shares; 2025Q4: 4,460 shares; 2026Q1: 5,332 shares; 2026Q2: 5,625 shares 5,625$1.61M0.39%+293Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 13,432 shares; 2025Q3: 15,396 shares; 2025Q4: 16,099 shares; 2026Q1: 21,777 shares; 2026Q2: 24,533 shares 24,533$1.45M0.35%+2,756Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 9,624 shares; 2025Q2: 17,826 shares; 2025Q3: 19,845 shares; 2025Q4: 19,975 shares; 2026Q1: 20,107 shares; 2026Q2: 19,997 shares 19,997$1.42M0.34%-110Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 18,851 shares; 2025Q2: 29,467 shares; 2025Q3: 24,147 shares; 2025Q4: 18,085 shares; 2026Q1: 14,821 shares; 2026Q2: 14,821 shares 14,821$1.24M0.3%0Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,599 shares 22,599$1.09M0.26%newTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,779 shares; 2025Q2: 2,865 shares; 2025Q3: 3,318 shares; 2025Q4: 2,784 shares; 2026Q1: 2,801 shares; 2026Q2: 2,801 shares 2,801$1.04M0.25%0Timeline
CEFAGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 9,236 shares; 2025Q2: 16,325 shares; 2025Q3: 18,627 shares; 2025Q4: 18,511 shares; 2026Q1: 23,032 shares; 2026Q2: 23,302 shares 23,302$925K0.22%+270Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 5,842 shares; 2025Q2: 8,842 shares; 2025Q3: 9,925 shares; 2025Q4: 9,936 shares; 2026Q1: 9,527 shares; 2026Q2: 9,630 shares 9,630$575K0.14%+103Timeline
IBDNORTHERN LTS FD TR IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 11,577 shares; 2025Q3: 14,390 shares; 2025Q4: 14,924 shares; 2026Q1: 20,826 shares; 2026Q2: 23,605 shares 23,605$561K0.14%+2,779Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,970 shares; 2026Q2: 4,377 shares 4,377$561K0.14%-593Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 14,618 shares; 2025Q2: 14,618 shares; 2025Q3: 14,618 shares; 2025Q4: 14,618 shares; 2026Q1: 14,618 shares; 2026Q2: 14,618 shares 14,618$545K0.13%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,030 shares; 2025Q3: 2,047 shares; 2025Q4: 2,047 shares; 2026Q1: 1,964 shares; 2026Q2: 1,963 shares 1,963$534K0.13%-1Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,975 shares; 2025Q3: 3,975 shares; 2025Q4: 3,975 shares; 2026Q1: 3,975 shares; 2026Q2: 3,055 shares 3,055$502K0.12%-920Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,051 shares; 2025Q4: 1,297 shares; 2026Q1: 1,135 shares; 2026Q2: 1,378 shares 1,378$487K0.12%+243Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 2,309 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,555 shares 4,555$451K0.11%newTimeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,503 shares; 2025Q3: 1,421 shares; 2025Q4: 1,421 shares; 2026Q1: 1,425 shares; 2026Q2: 1,429 shares 1,429$450K0.11%+4Timeline
TPSCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 6,974 shares; 2025Q3: 7,249 shares; 2025Q4: 7,027 shares; 2026Q1: 7,987 shares; 2026Q2: 9,306 shares 9,306$447K0.11%+1,319Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 402 shares; 2025Q2: 627 shares; 2025Q3: 634 shares; 2025Q4: 664 shares; 2026Q1: 634 shares; 2026Q2: 634 shares 634$435K0.11%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 367 shares; 2026Q2: 2,934 shares 2,934$351K0.08%+2,567Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 497 shares; 2025Q3: 780 shares; 2025Q4: 780 shares; 2026Q1: 879 shares; 2026Q2: 930 shares 930$347K0.08%+51Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,374 shares; 2025Q3: 2,407 shares; 2025Q4: 2,360 shares; 2026Q1: 2,771 shares; 2026Q2: 2,772 shares 2,772$302K0.07%+1Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,105 shares; 2025Q4: 5,614 shares; 2026Q1: 5,614 shares; 2026Q2: 5,614 shares 5,614$284K0.07%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,541 shares; 2025Q3: 1,752 shares; 2025Q4: 1,560 shares; 2026Q1: 1,389 shares; 2026Q2: 1,089 shares 1,089$258K0.06%-300Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,276 shares; 2025Q4: 6,276 shares; 2026Q1: 6,276 shares; 2026Q2: 6,276 shares 6,276$248K0.06%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,535 shares; 2025Q2: 1,535 shares; 2025Q3: 1,574 shares; 2025Q4: 1,535 shares; 2026Q1: 1,540 shares; 2026Q2: 1,544 shares 1,544$242K0.06%+4Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 1,206 shares; 2025Q2: 1,158 shares; 2025Q3: 1,156 shares; 2025Q4: 893 shares; 2026Q1: not reported; 2026Q2: 464 shares 464$232K0.06%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 589 shares 589$211K0.05%newTimeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not loaded; 2025Q1: 592 shares; 2025Q2: 628 shares; 2025Q3: 578 shares; 2025Q4: not reported; 2026Q1: 634 shares; 2026Q2: 593 shares 593$209K0.05%-41Timeline

How Q2 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 0001973339-26-000004 base2026-07-07acceptance time not in the bulk data set