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PMG Wealth Management, Inc.

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13F filer, CIK 2052904, Hawthorn Woods, IL

PMG Wealth Management, Inc. reported $136,451,961 across 56 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-23. Its ten largest share positions make up 60.18% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-000777

Period
2025-12-31
Reported value
$136M
Holdings
56
Top 10 weight
60.18%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ALAInew+17,424$629K
RSPadded+2,850$546K
XLKadded+3,573$514K
DGRWadded+4,897$438K
MINTadded+3,893$391K

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
ABBVexited-7,077-$1.67M
METAreduced-82-$54.1K
SPLVreduced-631-$45.1K
SPYGreduced-218-$23.3K
TIPXreduced-766-$14.6K

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 0001214659-26-000777, largest first. % of portfolio is the value over $136,451,961, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 225,704 shares; 2025Q1: 225,937 shares; 2025Q2: 230,328 shares; 2025Q3: 230,922 shares; 2025Q4: 231,510 shares 231,510$13.7M10.06%+588Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,259 shares; 2025Q1: 40,442 shares; 2025Q2: 41,912 shares; 2025Q3: 42,937 shares; 2025Q4: 43,862 shares 43,862$9.64M7.06%+925Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,049 shares; 2025Q1: 24,747 shares; 2025Q2: 26,173 shares; 2025Q3: 26,510 shares; 2025Q4: 26,981 shares 26,981$9.25M6.78%+471Timeline
BUFRFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 228,890 shares; 2025Q1: 231,525 shares; 2025Q2: 246,725 shares; 2025Q3: 256,960 shares; 2025Q4: 266,958 shares 266,958$9.15M6.7%+9,998Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,158 shares; 2025Q1: 40,783 shares; 2025Q2: 42,236 shares; 2025Q3: 43,135 shares; 2025Q4: 43,448 shares 43,448$8.63M6.32%+313Timeline
MINTPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,270 shares; 2025Q1: 67,862 shares; 2025Q2: 73,152 shares; 2025Q3: 76,509 shares; 2025Q4: 80,402 shares 80,402$8.07M5.91%+3,893Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,251 shares; 2025Q1: 79,137 shares; 2025Q2: 78,970 shares; 2025Q3: 79,311 shares; 2025Q4: 84,208 shares 84,208$7.53M5.52%+4,897Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,977 shares; 2025Q1: 31,851 shares; 2025Q2: 31,662 shares; 2025Q3: 32,372 shares; 2025Q4: 35,222 shares 35,222$6.75M4.94%+2,850Timeline
TOTLSSGA ACTIVE ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 101,054 shares; 2025Q1: 107,244 shares; 2025Q2: 116,656 shares; 2025Q3: 118,087 shares; 2025Q4: 118,606 shares 118,606$4.77M3.5%+519Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,030 shares; 2025Q3: 50,236 shares; 2025Q4: 51,410 shares 51,410$4.6M3.37%+1,174Timeline
PAVEGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,994 shares; 2025Q3: 90,586 shares; 2025Q4: 92,007 shares 92,007$4.4M3.22%+1,421Timeline
YEARAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67,964 shares; 2025Q1: 69,845 shares; 2025Q2: 77,249 shares; 2025Q3: 77,553 shares; 2025Q4: 82,424 shares 82,424$4.16M3.05%+4,871Timeline
WTVWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,252 shares; 2025Q1: 31,216 shares; 2025Q2: 35,043 shares; 2025Q3: 36,116 shares; 2025Q4: 38,556 shares 38,556$3.6M2.64%+2,440Timeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,393 shares; 2025Q3: 74,329 shares; 2025Q4: 80,035 shares 80,035$3.55M2.6%+5,706Timeline
JHMLJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,741 shares; 2025Q3: 40,183 shares; 2025Q4: 44,173 shares 44,173$3.53M2.58%+3,990Timeline
IVLUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,601 shares; 2025Q3: 86,523 shares; 2025Q4: 91,900 shares 91,900$3.5M2.56%+5,377Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,927 shares; 2025Q1: 3,946 shares; 2025Q2: 4,839 shares; 2025Q3: 4,939 shares; 2025Q4: 4,939 shares 4,939$3.38M2.48%0Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,132 shares; 2025Q1: 28,482 shares; 2025Q2: 27,717 shares; 2025Q3: 27,522 shares; 2025Q4: 27,722 shares 27,722$2.3M1.68%+200Timeline
USMCPRINCIPAL EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,656 shares; 2025Q1: 32,251 shares; 2025Q2: 32,570 shares; 2025Q3: 33,007 shares; 2025Q4: 33,438 shares 33,438$2.29M1.68%+431Timeline
REGLPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 47,978 shares; 2025Q1: 46,408 shares; 2025Q2: 23,597 shares; 2025Q3: 23,661 shares; 2025Q4: 24,681 shares 24,681$2.08M1.52%+1,020Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,720 shares; 2025Q1: 4,117 shares; 2025Q2: 4,012 shares; 2025Q3: 4,012 shares; 2025Q4: 4,049 shares 4,049$1.96M1.43%+37Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,604 shares; 2025Q1: 10,846 shares; 2025Q2: 11,722 shares; 2025Q3: 11,623 shares; 2025Q4: 11,405 shares 11,405$1.22M0.89%-218Timeline
RDVYFIRST TR EXCHANGE TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,581 shares; 2025Q1: 18,581 shares; 2025Q2: 16,763 shares; 2025Q3: 16,763 shares; 2025Q4: 16,763 shares 16,763$1.16M0.85%0Timeline
PDPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,414 shares; 2025Q1: 8,008 shares; 2025Q2: 9,615 shares; 2025Q3: 9,850 shares; 2025Q4: 9,845 shares 9,845$1.15M0.84%-5Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,468 shares; 2025Q3: 15,468 shares; 2025Q4: 15,468 shares 15,468$1.11M0.81%0Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,602 shares; 2025Q1: 11,602 shares; 2025Q2: 11,458 shares; 2025Q3: 11,458 shares; 2025Q4: 11,558 shares 11,558$1.09M0.8%+100Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,446 shares; 2025Q1: 5,253 shares; 2025Q2: 4,163 shares; 2025Q3: 3,760 shares; 2025Q4: 7,333 shares 7,333$1.06M0.77%+3,573Timeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,455 shares; 2025Q1: 13,455 shares; 2025Q2: 13,455 shares; 2025Q3: 13,455 shares; 2025Q4: 12,824 shares 12,824$916K0.67%-631Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,232 shares; 2025Q1: 3,217 shares; 2025Q2: 2,880 shares; 2025Q3: 2,794 shares; 2025Q4: 2,840 shares 2,840$772K0.57%+46Timeline
FVDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,316 shares; 2025Q1: 15,316 shares; 2025Q2: 15,499 shares; 2025Q3: 15,499 shares; 2025Q4: 15,499 shares 15,499$714K0.52%0Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,023 shares; 2025Q1: 5,023 shares; 2025Q2: 4,115 shares; 2025Q3: 3,885 shares; 2025Q4: 3,885 shares 3,885$652K0.48%0Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,575 shares; 2025Q1: 4,925 shares; 2025Q2: 4,000 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares 6,500$649K0.48%0Timeline
ALAITHE ALGER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,424 shares 17,424$629K0.46%newTimeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,858 shares; 2025Q1: 10,867 shares; 2025Q2: 10,867 shares; 2025Q3: 10,867 shares; 2025Q4: 10,867 shares 10,867$617K0.45%0Timeline
SYFIAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,100 shares; 2025Q4: 17,100 shares 17,100$614K0.45%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,311 shares; 2025Q1: 2,191 shares; 2025Q2: 2,143 shares; 2025Q3: 2,507 shares; 2025Q4: 2,593 shares 2,593$599K0.44%+86Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,550 shares; 2025Q1: 4,550 shares; 2025Q2: 4,550 shares; 2025Q3: 4,550 shares; 2025Q4: 4,550 shares 4,550$553K0.41%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,795 shares; 2025Q1: 3,795 shares; 2025Q2: 3,929 shares; 2025Q3: 2,929 shares; 2025Q4: 2,959 shares 2,959$552K0.4%+30Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,268 shares; 2025Q1: 14,678 shares; 2025Q2: 6,723 shares; 2025Q3: 6,593 shares; 2025Q4: 6,593 shares 6,593$520K0.38%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 432 shares; 2025Q1: 439 shares; 2025Q2: 459 shares; 2025Q3: 521 shares; 2025Q4: 726 shares 726$455K0.33%+205Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,802 shares; 2025Q1: 2,802 shares; 2025Q2: 2,708 shares; 2025Q3: 2,708 shares; 2025Q4: 2,908 shares 2,908$410K0.3%+200Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 8,800 shares 8,800$376K0.28%+4,400Timeline
LRGCAB ACTIVE ETFS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,475 shares; 2025Q3: 4,475 shares; 2025Q4: 4,475 shares 4,475$348K0.25%0Timeline
PFMINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,685 shares; 2025Q1: 6,685 shares; 2025Q2: 6,485 shares; 2025Q3: 6,485 shares; 2025Q4: 6,485 shares 6,485$334K0.24%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 1,013 shares 1,013$326K0.24%+88Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 665 shares; 2025Q3: 793 shares; 2025Q4: 768 shares 768$304K0.22%-25Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,152 shares; 2025Q1: 5,152 shares; 2025Q2: 5,152 shares; 2025Q3: 5,152 shares; 2025Q4: 5,177 shares 5,177$279K0.2%+25Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,017 shares; 2025Q1: 2,087 shares; 2025Q2: 2,087 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$273K0.2%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 428 shares; 2025Q3: 388 shares; 2025Q4: 392 shares 392$267K0.2%+4Timeline
DLNWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000$264K0.19%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 806 shares 806$252K0.18%newTimeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 681 shares 681$252K0.18%+31Timeline
TIPXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,174 shares; 2025Q1: 18,783 shares; 2025Q2: 13,227 shares; 2025Q3: 13,227 shares; 2025Q4: 12,461 shares 12,461$238K0.17%-766Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 629 shares; 2025Q4: 688 shares 688$231K0.17%+59Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,208 shares; 2025Q3: 4,728 shares; 2025Q4: 4,728 shares 4,728$220K0.16%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 395 shares; 2025Q1: 395 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 323 shares 323$213K0.16%-82Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
ABBVABBVIE INC7,077$1.67Mshares

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 0001214659-26-000777 base2026-01-23acceptance time not in the bulk data set