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Sageworth Trust Co of South Dakota

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13F filer, CIK 1871593, SIOUX FALLS, SD

Sageworth Trust Co of South Dakota reported $126,243,785 across 56 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-29. Its ten largest share positions make up 65.97% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001871593-26-000004

Period
2026-03-31
Reported value
$126M
Holdings
56
Top 10 weight
65.97%
New
10
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVGOnew+2,674$828K
MSFTnew+1,447$536K
AAPLnew+1,766$448K
GOOGLadded+1,342$386K
JPMnew+1,269$373K

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
VXUSreduced-4,315-$333K
VTVreduced-1,575-$309K
DHRreduced-774-$147K
DFICreduced-2,722-$96.7K
PFGreduced-1,003-$90.4K

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, Q1 2026

Share positions as resolved from 13F-HR 0001871593-26-000004, largest first. % of portfolio is the value over $126,243,785, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,374 shares; 2024Q4: 57,772 shares; 2025Q1: 58,894 shares; 2025Q2: 58,723 shares; 2025Q3: 65,957 shares; 2025Q4: 65,957 shares; 2026Q1: 66,741 shares 66,741$21.4M16.96%+784Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,898 shares; 2024Q4: 11,390 shares; 2025Q1: 13,887 shares; 2025Q2: 14,633 shares; 2025Q3: 15,283 shares; 2025Q4: 21,566 shares; 2026Q1: 21,828 shares 21,828$13M10.33%+262Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,213 shares; 2024Q4: 73,576 shares; 2025Q1: 84,515 shares; 2025Q2: 151,964 shares; 2025Q3: 147,945 shares; 2025Q4: 172,210 shares; 2026Q1: 167,895 shares 167,895$12.9M10.26%-4,315Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,483 shares; 2024Q4: 109,163 shares; 2025Q1: 115,297 shares; 2025Q2: 121,045 shares; 2025Q3: 130,615 shares; 2025Q4: 207,257 shares; 2026Q1: 204,535 shares 204,535$7.27M5.76%-2,722Timeline
DCORDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,179 shares; 2024Q4: 66,171 shares; 2025Q1: 71,173 shares; 2025Q2: 72,147 shares; 2025Q3: 75,448 shares; 2025Q4: 95,956 shares; 2026Q1: 96,339 shares 96,339$6.94M5.5%+383Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,985 shares; 2024Q4: 67,988 shares; 2025Q1: 70,304 shares; 2025Q2: 72,726 shares; 2025Q3: 69,995 shares; 2025Q4: 82,252 shares; 2026Q1: 82,822 shares 82,822$5.89M4.67%+570Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,062 shares; 2024Q4: 31,062 shares; 2025Q1: 31,062 shares; 2025Q2: 31,062 shares; 2025Q3: 31,062 shares; 2025Q4: 31,062 shares; 2026Q1: 31,062 shares 31,062$4.3M3.4%0Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,466 shares; 2024Q4: 67,646 shares; 2025Q1: 69,764 shares; 2025Q2: 77,781 shares; 2025Q3: 82,485 shares; 2025Q4: 120,036 shares; 2026Q1: 120,544 shares 120,544$4.16M3.3%+508Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,834 shares; 2024Q4: 26,813 shares; 2025Q1: 26,813 shares; 2025Q2: 26,813 shares; 2025Q3: 35,628 shares; 2025Q4: 57,612 shares; 2026Q1: 58,112 shares 58,112$3.72M2.95%+500Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,146 shares; 2026Q1: 79,671 shares 79,671$3.59M2.85%+1,525Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,529 shares; 2024Q4: 43,929 shares; 2025Q1: 43,929 shares; 2025Q2: 44,184 shares; 2025Q3: 48,883 shares; 2025Q4: 48,883 shares; 2026Q1: 47,887 shares 47,887$3.28M2.6%-996Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,100 shares; 2024Q4: 13,650 shares; 2025Q1: 13,650 shares; 2025Q2: 13,650 shares; 2025Q3: 13,965 shares; 2025Q4: 13,650 shares; 2026Q1: 14,475 shares 14,475$3.01M2.39%+825Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,739 shares; 2024Q4: 17,739 shares; 2025Q1: 17,739 shares; 2025Q2: 17,739 shares; 2025Q3: 17,750 shares; 2025Q4: 17,739 shares; 2026Q1: 17,903 shares 17,903$2.86M2.26%+164Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,307 shares; 2024Q4: 16,400 shares; 2025Q1: 16,400 shares; 2025Q2: 15,401 shares; 2025Q3: 14,003 shares; 2025Q4: 14,003 shares; 2026Q1: 12,428 shares 12,428$2.44M1.93%-1,575Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,920 shares; 2024Q4: 6,920 shares; 2025Q1: 6,920 shares; 2025Q2: 6,920 shares; 2025Q3: 6,955 shares; 2025Q4: 6,920 shares; 2026Q1: 8,262 shares 8,262$2.38M1.88%+1,342Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,051 shares; 2024Q4: 4,051 shares; 2025Q1: 4,152 shares; 2025Q2: 4,152 shares; 2025Q3: 4,060 shares; 2025Q4: 4,051 shares; 2026Q1: 4,051 shares 4,051$2.18M1.73%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 7,537 shares; 2025Q1: 7,537 shares; 2025Q2: 7,537 shares; 2025Q3: 7,537 shares; 2025Q4: 7,537 shares; 2026Q1: 7,537 shares 7,537$1.87M1.48%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 2,442 shares; 2025Q3: 2,442 shares; 2025Q4: 2,519 shares; 2026Q1: 2,519 shares 2,519$1.65M1.3%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 4,040 shares; 2025Q1: 4,040 shares; 2025Q2: 4,040 shares; 2025Q3: 4,271 shares; 2025Q4: 4,040 shares; 2026Q1: 5,294 shares 5,294$1.52M1.2%+1,254Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 4,364 shares; 2025Q1: 4,364 shares; 2025Q2: 4,364 shares; 2025Q3: 4,364 shares; 2025Q4: 4,364 shares; 2026Q1: 4,364 shares 4,364$1.51M1.19%0Timeline
QDFFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,888 shares; 2024Q4: 15,888 shares; 2025Q1: 14,599 shares; 2025Q2: 14,599 shares; 2025Q3: 14,599 shares; 2025Q4: 14,599 shares; 2026Q1: 14,472 shares 14,472$1.14M0.91%-127Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,937 shares; 2024Q4: 8,937 shares; 2025Q1: 9,092 shares; 2025Q2: 8,763 shares; 2025Q3: 8,608 shares; 2025Q4: 7,660 shares; 2026Q1: 8,096 shares 8,096$1.07M0.85%+436Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,184 shares; 2024Q4: 7,531 shares; 2025Q1: 7,560 shares; 2025Q2: 8,203 shares; 2025Q3: 8,203 shares; 2025Q4: 8,203 shares; 2026Q1: 8,103 shares 8,103$1.01M0.8%-100Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,265 shares; 2024Q4: 7,158 shares; 2025Q1: 7,972 shares; 2025Q2: 7,901 shares; 2025Q3: 7,438 shares; 2025Q4: 8,936 shares; 2026Q1: 8,936 shares 8,936$1M0.79%0Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,058 shares; 2024Q4: 12,007 shares; 2025Q1: 12,710 shares; 2025Q2: 12,710 shares; 2025Q3: 12,371 shares; 2025Q4: 13,848 shares; 2026Q1: 13,848 shares 13,848$993K0.79%0Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 3,068 shares; 2025Q1: 3,068 shares; 2025Q2: 3,068 shares; 2025Q3: 3,068 shares; 2025Q4: 3,068 shares; 2026Q1: 3,068 shares 3,068$964K0.76%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,959 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares 1,950$934K0.74%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,525 shares; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,877 shares; 2026Q1: 2,559 shares 2,559$865K0.69%+682Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: 915 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,674 shares 2,674$828K0.66%newTimeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,812 shares; 2024Q4: 4,812 shares; 2025Q1: 4,812 shares; 2025Q2: 4,812 shares; 2025Q3: 4,812 shares; 2025Q4: 4,812 shares; 2026Q1: 4,038 shares 4,038$766K0.61%-774Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,139 shares; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares; 2026Q1: 1,110 shares 1,110$722K0.57%0Timeline
MLPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,297 shares; 2025Q4: 8,297 shares; 2026Q1: 8,297 shares 8,297$613K0.49%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 3,254 shares; 2025Q1: 3,754 shares; 2025Q2: 3,754 shares; 2025Q3: 3,065 shares; 2025Q4: 3,042 shares; 2026Q1: 3,522 shares 3,522$598K0.47%+480Timeline
IGICINTL GNRL INSURANCE HLDNGS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,510 shares; 2025Q4: 24,510 shares; 2026Q1: 24,510 shares 24,510$594K0.47%0Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: 793 shares; 2025Q2: 661 shares; 2025Q3: 585 shares; 2025Q4: 585 shares; 2026Q1: 585 shares 585$563K0.45%0Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,892 shares; 2024Q4: 2,607 shares; 2025Q1: 2,607 shares; 2025Q2: 2,308 shares; 2025Q3: 2,308 shares; 2025Q4: 1,934 shares; 2026Q1: 1,893 shares 1,893$552K0.44%-41Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 1,668 shares; 2025Q4: not reported; 2026Q1: 1,447 shares 1,447$536K0.42%newTimeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,700 shares; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 6,700 shares; 2025Q3: 5,183 shares; 2025Q4: 5,183 shares; 2026Q1: 5,183 shares 5,183$503K0.4%0Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,804 shares; 2024Q4: 6,804 shares; 2025Q1: 6,804 shares; 2025Q2: 6,804 shares; 2025Q3: 6,804 shares; 2025Q4: 4,330 shares; 2026Q1: 4,330 shares 4,330$490K0.39%0Timeline
JHMLJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,147 shares; 2024Q4: 6,147 shares; 2025Q1: 6,147 shares; 2025Q2: 6,147 shares; 2025Q3: 6,147 shares; 2025Q4: 6,147 shares; 2026Q1: 6,147 shares 6,147$481K0.38%0Timeline
GUNRFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,168 shares; 2024Q4: 8,168 shares; 2025Q1: 8,168 shares; 2025Q2: 8,168 shares; 2025Q3: 8,168 shares; 2025Q4: 8,168 shares; 2026Q1: 8,168 shares 8,168$451K0.36%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,766 shares 1,766$448K0.36%newTimeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,335 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares 1,035$445K0.35%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,269 shares 1,269$373K0.3%newTimeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 395 shares 395$345K0.27%newTimeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,206 shares 1,206$342K0.27%newTimeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400$315K0.25%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,486 shares 1,486$287K0.23%newTimeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,801 shares; 2024Q4: 3,801 shares; 2025Q1: 3,801 shares; 2025Q2: 3,801 shares; 2025Q3: 3,801 shares; 2025Q4: 3,801 shares; 2026Q1: 3,801 shares 3,801$285K0.23%0Timeline
TTETOTALENERGIES SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,016 shares 3,016$281K0.22%newTimeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,630 shares 1,630$270K0.21%newTimeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares; 2026Q1: 3,650 shares 3,650$259K0.21%0Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: 1,796 shares; 2025Q1: 1,796 shares; 2025Q2: 1,796 shares; 2025Q3: 1,796 shares; 2025Q4: 1,194 shares; 2026Q1: 1,194 shares 1,194$252K0.2%0Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 361 shares 361$246K0.2%newTimeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: 3,697 shares; 2025Q1: 3,697 shares; 2025Q2: 3,697 shares; 2025Q3: 3,697 shares; 2025Q4: 3,531 shares; 2026Q1: 2,528 shares 2,528$228K0.18%-1,003Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,273 shares; 2025Q3: 3,273 shares; 2025Q4: 3,273 shares; 2026Q1: 3,273 shares 3,273$221K0.18%0Timeline

How Q1 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 0001871593-26-000004 base2026-04-29acceptance time not in the bulk data set