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Regency Capital Management Inc.\DE

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13F filer, CIK 1863894, HONOLULU, HI

Regency Capital Management Inc.\DE reported $190,628,996 across 58 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-23. Its ten largest share positions make up 53.16% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001863894-25-000004

Period
2025-06-30
Reported value
$191M
Holdings
58
Top 10 weight
53.16%
New
18
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RJFnew+27,678$4.24M
NWNnew+74,078$2.94M
LIInew+4,750$2.72M
XLEnew+30,229$2.56M
ALLEnew+17,162$2.47M

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
CATexited-11,757-$3.88M
CRHexited-29,097-$2.56M
SGOVreduced-11,325-$1.14M
ZTSexited-5,688-$937K
TMOreduced-2,145-$870K

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 2025

Share positions as resolved from 13F-HR 0001863894-25-000004, largest first. % of portfolio is the value over $190,628,996, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,359 shares; 2024Q4: 32,850 shares; 2025Q1: 31,266 shares; 2025Q2: 30,086 shares 30,086$14.6M7.67%-1,180Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,564 shares; 2024Q4: 15,546 shares; 2025Q1: 14,704 shares; 2025Q2: 13,992 shares 13,992$13.9M7.27%-712Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,623 shares; 2024Q4: 6,947 shares; 2025Q1: 6,842 shares; 2025Q2: 6,807 shares 6,807$13.6M7.13%-35Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,876 shares; 2024Q4: 36,575 shares; 2025Q1: 38,329 shares; 2025Q2: 38,054 shares 38,054$11M5.78%-275Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 164,010 shares; 2024Q4: 165,998 shares; 2025Q1: 179,156 shares; 2025Q2: 171,052 shares 171,052$10.7M5.6%-8,104Timeline
ALEXALEXANDER & BALDWIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,819 shares; 2024Q4: 430,747 shares; 2025Q1: 524,304 shares; 2025Q2: 504,794 shares 504,794$9M4.72%-19,510Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,783 shares; 2024Q4: 98,639 shares; 2025Q1: 93,579 shares; 2025Q2: 90,360 shares 90,360$8.92M4.68%-3,219Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,328 shares; 2024Q4: 15,604 shares; 2025Q1: 15,250 shares; 2025Q2: 15,245 shares 15,245$7.58M3.98%-5Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,518 shares; 2024Q4: 29,933 shares; 2025Q1: 29,325 shares; 2025Q2: 33,804 shares 33,804$6.12M3.21%+4,479Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,349 shares; 2024Q4: 25,672 shares; 2025Q1: 38,796 shares; 2025Q2: 37,705 shares 37,705$5.96M3.12%-1,091Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,216 shares; 2024Q4: 29,245 shares; 2025Q1: 28,185 shares; 2025Q2: 25,495 shares 25,495$5.23M2.74%-2,690Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,423 shares; 2024Q4: 105,792 shares; 2025Q1: 74,187 shares; 2025Q2: 73,557 shares 73,557$5.18M2.72%-630Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,179 shares; 2024Q4: 99,059 shares; 2025Q1: 98,670 shares; 2025Q2: 100,112 shares 100,112$4.89M2.57%+1,442Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,652 shares; 2024Q4: 10,638 shares; 2025Q1: 10,305 shares; 2025Q2: 13,262 shares 13,262$4.73M2.48%+2,957Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,389 shares; 2024Q4: 20,895 shares; 2025Q1: 21,714 shares; 2025Q2: 20,837 shares 20,837$4.57M2.4%-877Timeline
RJFRAYMOND JAMES FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,678 shares 27,678$4.24M2.23%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,327 shares; 2025Q2: 5,700 shares 5,700$4.21M2.21%+1,373Timeline
AURAAURA BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 667,311 shares; 2024Q4: 609,424 shares; 2025Q1: 749,482 shares; 2025Q2: 665,881 shares 665,881$4.17M2.19%-83,601Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,141 shares; 2025Q1: 5,338 shares; 2025Q2: 4,940 shares 4,940$3.96M2.08%-398Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,061 shares; 2024Q4: 11,304 shares; 2025Q1: 11,119 shares; 2025Q2: 10,542 shares 10,542$3.74M1.96%-577Timeline
AFLAFLAC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,077 shares; 2024Q4: 32,886 shares; 2025Q1: 33,084 shares; 2025Q2: 35,048 shares 35,048$3.7M1.94%+1,964Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,114 shares; 2025Q1: 9,974 shares; 2025Q2: 7,829 shares 7,829$3.17M1.67%-2,145Timeline
NWNNORTHWEST NAT HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,078 shares 74,078$2.94M1.54%newTimeline
LIILENNOX INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,750 shares 4,750$2.72M1.43%newTimeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,229 shares 30,229$2.56M1.34%newTimeline
PSLVSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 202,696 shares; 2025Q2: 208,896 shares 208,896$2.56M1.34%+6,200Timeline
ALLEALLEGION PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,162 shares 17,162$2.47M1.3%newTimeline
JAAAJANUS DETROIT STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,406 shares; 2025Q2: 43,953 shares 43,953$2.23M1.17%-2,453Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,877 shares; 2024Q4: 27,767 shares; 2025Q1: 54,597 shares; 2025Q2: 74,407 shares 74,407$1.71M0.9%+19,810Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,383 shares; 2024Q4: 10,235 shares; 2025Q1: 10,685 shares; 2025Q2: 10,800 shares 10,800$1.46M0.77%+115Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,101 shares 27,101$1.41M0.74%newTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,432 shares; 2024Q4: 4,587 shares; 2025Q1: 4,224 shares; 2025Q2: 4,234 shares 4,234$1.29M0.68%+10Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 454 shares; 2025Q1: 484 shares; 2025Q2: 2,081 shares 2,081$1.29M0.67%+1,597Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,641 shares 13,641$1.25M0.66%newTimeline
CNMCORE & MAIN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,060 shares; 2025Q2: 18,520 shares 18,520$1.12M0.59%-2,540Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,809 shares 4,809$1.05M0.55%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,750 shares; 2024Q4: 5,917 shares; 2025Q1: 5,909 shares; 2025Q2: 5,807 shares 5,807$1.02M0.54%-102Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,825 shares 3,825$885K0.46%newTimeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,959 shares 4,959$871K0.46%newTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,385 shares; 2024Q4: 1,385 shares; 2025Q1: 1,385 shares; 2025Q2: 1,385 shares 1,385$860K0.45%0Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,850 shares 2,850$795K0.42%newTimeline
AVYAVERY DENNISON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,213 shares 4,213$739K0.39%newTimeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares 1$729K0.38%0Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,044 shares 4,044$631K0.33%newTimeline
ITEOS THERAPEUTICS INCITEOS THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,000 shares 58,000$578K0.3%new
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,154 shares; 2025Q1: 1,894 shares; 2025Q2: 1,810 shares 1,810$575K0.3%-84Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,632 shares; 2024Q4: 16,009 shares; 2025Q1: 16,797 shares; 2025Q2: 5,472 shares 5,472$551K0.29%-11,325Timeline
RALRALLIANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,756 shares 13,756$543K0.28%newTimeline
VECTIVBIO HLDG AGVECTIVBIO HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 510,000 shares; 2024Q4: 510,000 shares; 2025Q1: 510,000 shares; 2025Q2: 510,000 shares 510,000$510K0.27%0
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000$316K0.17%0Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,029 shares; 2025Q1: 4,929 shares; 2025Q2: 4,929 shares 4,929$302K0.16%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 2,842 shares; 2025Q1: 2,806 shares; 2025Q2: 2,706 shares 2,706$292K0.15%-100Timeline
SPXCSPX TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,608 shares 1,608$270K0.14%newTimeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,319 shares; 2024Q4: 1,316 shares; 2025Q1: 1,086 shares; 2025Q2: 986 shares 986$250K0.13%-100Timeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,316 shares; 2025Q1: not reported; 2025Q2: 2,560 shares 2,560$241K0.13%newTimeline
MATXMATSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares 2,050$228K0.12%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159 shares 159$213K0.11%newTimeline
ZNTLZENTALIS PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,500 shares; 2024Q4: 29,500 shares; 2025Q1: 29,500 shares; 2025Q2: 29,500 shares 29,500$34.2K0.02%0Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
CATCATERPILLAR INC11,757$3.88Mshares
CRHCRH PLC29,097$2.56Mshares
ZTSZOETIS INC5,688$937Kshares

How Q2 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 0001863894-25-000004 base2025-07-23acceptance time not in the bulk data set