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Sellwood Investment Partners LLC

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13F filer, CIK 1763958, PORTLAND, OR

Sellwood Investment Partners LLC reported $253,823,275 across 59 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-23. Its ten largest share positions make up 79.65% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001763958-26-000005

Period
2026-03-31
Reported value
$254M
Holdings
59
Top 10 weight
79.65%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VEAnew+39,888$2.56M
ESGVadded+11,292$1.27M
VOOadded+2,021$1.21M
VXFadded+4,173$859K
STIPadded+7,419$767K

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
VTIPreduced-29,831-$1.49M
VXUSreduced-15,599-$1.2M
EDVreduced-14,169-$920K
VTIreduced-2,628-$843K
BNDreduced-10,983-$809K

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 0001763958-26-000005, largest first. % of portfolio is the value over $253,823,275, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,824 shares; 2025Q1: 76,531 shares; 2025Q2: 74,670 shares; 2025Q3: 74,716 shares; 2025Q4: 74,237 shares; 2026Q1: 76,258 shares 76,258$45.6M17.95%+2,021Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 318,867 shares; 2025Q1: 337,884 shares; 2025Q2: 334,170 shares; 2025Q3: 326,962 shares; 2025Q4: 324,119 shares; 2026Q1: 335,411 shares 335,411$37.7M14.84%+11,292Timeline
RAFEPIMCO EQUITY SERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 463,923 shares; 2025Q1: 503,185 shares; 2025Q2: 506,863 shares; 2025Q3: 508,740 shares; 2025Q4: 490,135 shares; 2026Q1: 499,411 shares 499,411$20.8M8.19%+9,276Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 332,121 shares; 2025Q1: 343,742 shares; 2025Q2: 339,441 shares; 2025Q3: 361,210 shares; 2025Q4: 425,432 shares; 2026Q1: 395,601 shares 395,601$19.8M7.79%-29,831Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 258,180 shares; 2025Q1: 270,225 shares; 2025Q2: 271,542 shares; 2025Q3: 275,512 shares; 2025Q4: 268,597 shares; 2026Q1: 274,015 shares 274,015$19.7M7.74%+5,418Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 135,130 shares; 2025Q1: 152,457 shares; 2025Q2: 162,562 shares; 2025Q3: 175,367 shares; 2025Q4: 236,564 shares; 2026Q1: 220,965 shares 220,965$17M6.71%-15,599Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 604,259 shares; 2025Q1: 629,248 shares; 2025Q2: 616,553 shares; 2025Q3: 597,165 shares; 2025Q4: 610,030 shares; 2026Q1: 608,089 shares 608,089$16.9M6.67%-1,941Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 143,596 shares; 2025Q1: 145,738 shares; 2025Q2: 142,458 shares; 2025Q3: 156,011 shares; 2025Q4: 160,118 shares; 2026Q1: 159,701 shares 159,701$9.51M3.75%-417Timeline
VCLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 85,562 shares; 2025Q1: 85,741 shares; 2025Q2: 91,606 shares; 2025Q3: 95,262 shares; 2025Q4: 101,046 shares; 2026Q1: 105,314 shares 105,314$7.87M3.1%+4,268Timeline
EDVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 123,511 shares; 2025Q1: 110,801 shares; 2025Q2: 118,796 shares; 2025Q3: 122,790 shares; 2025Q4: 128,167 shares; 2026Q1: 113,998 shares 113,998$7.4M2.92%-14,169Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,820 shares; 2025Q4: 74,396 shares; 2026Q1: 69,862 shares 69,862$6.94M2.73%-4,534Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,032 shares; 2025Q1: 64,446 shares; 2025Q2: 68,888 shares; 2025Q3: 71,061 shares; 2025Q4: 75,046 shares; 2026Q1: 76,904 shares 76,904$5.29M2.08%+1,858Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,915 shares; 2025Q1: 9,779 shares; 2025Q2: 9,241 shares; 2025Q3: 73,658 shares; 2025Q4: 45,640 shares; 2026Q1: 45,331 shares 45,331$3.55M1.4%-309Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,064 shares; 2025Q1: 58,733 shares; 2025Q2: 53,583 shares; 2025Q3: 58,086 shares; 2025Q4: 66,314 shares; 2026Q1: 66,717 shares 66,717$3.33M1.31%+403Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 246 shares; 2025Q1: 2,795 shares; 2025Q2: 2,737 shares; 2025Q3: 9,106 shares; 2025Q4: 12,130 shares; 2026Q1: 9,502 shares 9,502$3.05M1.2%-2,628Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,139 shares; 2025Q1: 5,741 shares; 2025Q2: 6,954 shares; 2025Q3: 6,954 shares; 2025Q4: 8,295 shares; 2026Q1: 12,468 shares 12,468$2.57M1.01%+4,173Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 542 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,888 shares 39,888$2.56M1.01%newTimeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,163 shares; 2025Q4: 19,908 shares; 2026Q1: 18,226 shares 18,226$2.52M0.99%-1,682Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,698 shares; 2025Q1: 14,074 shares; 2025Q2: 13,550 shares; 2025Q3: 14,580 shares; 2025Q4: 16,812 shares; 2026Q1: 24,231 shares 24,231$2.51M0.99%+7,419Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,690 shares; 2025Q1: 6,690 shares; 2025Q2: 6,690 shares; 2025Q3: 6,690 shares; 2025Q4: 6,690 shares; 2026Q1: 6,690 shares 6,690$2.39M0.94%0Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,646 shares; 2025Q1: 11,615 shares; 2025Q2: 11,948 shares; 2025Q3: 49,006 shares; 2025Q4: 42,439 shares; 2026Q1: 31,456 shares 31,456$2.32M0.91%-10,983Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,184 shares; 2025Q1: 37,866 shares; 2025Q2: 40,611 shares; 2025Q3: 41,885 shares; 2025Q4: 50,958 shares; 2026Q1: 70,097 shares 70,097$1.75M0.69%+19,139Timeline
DFSUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,736 shares; 2025Q3: 41,003 shares; 2025Q4: 40,723 shares; 2026Q1: 40,838 shares 40,838$1.68M0.66%+115Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2$1.44M0.57%0Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 71,260 shares; 2025Q1: 58,103 shares; 2025Q2: 55,506 shares; 2025Q3: 106,102 shares; 2025Q4: 49,240 shares; 2026Q1: 58,081 shares 58,081$1.41M0.56%+8,841Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,726 shares; 2025Q3: 9,065 shares; 2025Q4: 9,065 shares; 2026Q1: 9,065 shares 9,065$1.25M0.49%0Timeline
BKHYBNY MELLON ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,498 shares; 2025Q1: 17,531 shares; 2025Q2: 17,566 shares; 2025Q3: 19,367 shares; 2025Q4: 23,034 shares; 2026Q1: 23,070 shares 23,070$1.09M0.43%+36Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,854 shares; 2025Q1: 7,907 shares; 2025Q2: 7,989 shares; 2025Q3: 8,074 shares; 2025Q4: 9,179 shares; 2026Q1: 9,232 shares 9,232$929K0.37%+53Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,150 shares; 2025Q4: 13,041 shares; 2026Q1: 12,435 shares 12,435$728K0.29%-606Timeline
SCHQSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,914 shares; 2025Q1: 14,914 shares; 2025Q2: 14,914 shares; 2025Q3: 17,875 shares; 2025Q4: 17,875 shares; 2026Q1: 21,423 shares 21,423$673K0.27%+3,548Timeline
DFSIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,431 shares; 2025Q3: 15,239 shares; 2025Q4: 15,743 shares; 2026Q1: 15,743 shares 15,743$668K0.26%0Timeline
CATHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,376 shares; 2025Q1: 5,406 shares; 2025Q2: 5,467 shares; 2025Q3: 5,330 shares; 2025Q4: 6,554 shares; 2026Q1: 6,685 shares 6,685$522K0.21%+131Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,847 shares; 2025Q1: 6,523 shares; 2025Q2: 7,188 shares; 2025Q3: 6,909 shares; 2025Q4: 7,070 shares; 2026Q1: 6,938 shares 6,938$360K0.14%-132Timeline
DFSEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,261 shares; 2025Q3: 7,684 shares; 2025Q4: 7,684 shares; 2026Q1: 7,684 shares 7,684$326K0.13%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54 shares; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 418 shares 418$273K0.11%+397Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 629 shares; 2025Q1: 497 shares; 2025Q2: 476 shares; 2025Q3: 517 shares; 2025Q4: 517 shares; 2026Q1: 517 shares 517$248K0.1%0Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,068 shares; 2025Q1: 2,648 shares; 2025Q2: 2,313 shares; 2025Q3: 2,449 shares; 2025Q4: 2,764 shares; 2026Q1: 2,769 shares 2,769$246K0.1%+5Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares 660$141K0.06%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 448 shares; 2025Q3: 3,951 shares; 2025Q4: 489 shares; 2026Q1: 489 shares 489$140K0.06%0Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 328 shares 328$140K0.06%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 616 shares; 2025Q3: 616 shares; 2025Q4: 616 shares; 2026Q1: 616 shares 616$121K0.05%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 387 shares; 2026Q1: 387 shares 387$80.1K0.03%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261 shares; 2025Q4: 261 shares; 2026Q1: 261 shares 261$75.1K0.03%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 228 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 373 shares; 2025Q4: 261 shares; 2026Q1: 261 shares 261$74.9K0.03%0Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares 74$52.4K0.02%0Timeline
HQYHEALTHEQUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550$46K0.02%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 129 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 152 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91$27.5K0.01%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 215 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$24.1K0.01%0Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 384 shares; 2025Q1: 386 shares; 2025Q2: 391 shares; 2025Q3: 395 shares; 2025Q4: 401 shares; 2026Q1: 404 shares 404$22.4K0.01%+3Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21$20.9K0.01%0Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 3,408 shares; 2025Q4: 296 shares; 2026Q1: 296 shares 296$15.6K0.01%0Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34 shares; 2025Q4: 28 shares; 2026Q1: 28 shares 28$13.9K0.01%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 154 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40$13.2K0.01%0Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares 129$11.7K<0.01%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares 62$10.5K<0.01%0Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 330 shares; 2025Q1: 196 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 269 shares; 2026Q1: 269 shares 269$8.85K<0.01%0Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 142 shares; 2025Q4: 142 shares; 2026Q1: 142 shares 142$3.05K<0.01%0Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 92 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24$2.33K<0.01%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5$1.24K<0.01%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
WFCWELLS FARGO & CO105$9.79Kshares

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 0001763958-26-000005 base2026-04-23acceptance time not in the bulk data set