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Sharper & Granite LLC

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13F filer, CIK 1959415, EL SEGUNDO, CA

Sharper & Granite LLC reported $322,739,020 across 109 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-16. Its ten largest share positions make up 35.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001959415-26-000003

Period
2026-06-30
Reported value
$323M
Holdings
109
Top 10 weight
35.11%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
USFRadded+129,162$6.5M
VGTadded+38,563$4.61M
JPSTadded+68,705$3.47M
VCSHadded+14,665$1.16M
SJNKadded+19,692$493K

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
SPYreduced-5,190-$3.88M
QQQreduced-2,121-$1.56M
XLPreduced-15,276-$1.27M
SOXXreduced-1,899-$1.22M
VISreduced-1,607-$579K

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 0001959415-26-000003, largest first. % of portfolio is the value over $322,739,020, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,460 shares; 2024Q4: 239,600 shares; 2025Q1: 367,699 shares; 2025Q2: 414,813 shares; 2025Q3: 407,958 shares; 2025Q4: 335,181 shares; 2026Q1: 294,645 shares; 2026Q2: 423,807 shares 423,807$21.3M6.61%+129,162Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,762 shares; 2024Q4: 30,133 shares; 2025Q1: 32,448 shares; 2025Q2: 35,306 shares; 2025Q3: 39,500 shares; 2025Q4: 39,425 shares; 2026Q1: 44,593 shares; 2026Q2: 44,889 shares 44,889$16.6M5.15%+296Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,228 shares; 2024Q4: 69,856 shares; 2025Q1: 72,643 shares; 2025Q2: 72,054 shares; 2025Q3: 65,513 shares; 2025Q4: 65,255 shares; 2026Q1: 64,766 shares; 2026Q2: 61,921 shares 61,921$11.5M3.55%-2,845Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,262 shares; 2024Q4: 86,457 shares; 2025Q1: 116,557 shares; 2025Q2: 110,938 shares; 2025Q3: 122,393 shares; 2025Q4: 127,742 shares; 2026Q1: 141,264 shares; 2026Q2: 209,969 shares 209,969$10.6M3.29%+68,705Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,265 shares; 2024Q4: 80,470 shares; 2025Q1: 85,513 shares; 2025Q2: 88,688 shares; 2025Q3: 89,548 shares; 2025Q4: 91,185 shares; 2026Q1: 111,615 shares; 2026Q2: 126,280 shares 126,280$9.98M3.09%+14,665Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,520 shares; 2024Q4: 7,740 shares; 2025Q1: 8,784 shares; 2025Q2: 11,577 shares; 2025Q3: 21,499 shares; 2025Q4: 42,442 shares; 2026Q1: 48,807 shares; 2026Q2: 47,275 shares 47,275$9.01M2.79%-1,532Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,618 shares; 2024Q4: 37,895 shares; 2025Q1: 39,702 shares; 2025Q2: 39,499 shares; 2025Q3: 40,212 shares; 2025Q4: 39,924 shares; 2026Q1: 40,291 shares; 2026Q2: 40,188 shares 40,188$8.76M2.71%-103Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,385 shares; 2024Q4: 37,766 shares; 2025Q1: 40,796 shares; 2025Q2: 42,197 shares; 2025Q3: 44,335 shares; 2025Q4: 45,150 shares; 2026Q1: 46,253 shares; 2026Q2: 43,677 shares 43,677$8.63M2.67%-2,576Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,278 shares; 2024Q4: 55,558 shares; 2025Q1: 60,594 shares; 2025Q2: 89,289 shares; 2025Q3: 124,510 shares; 2025Q4: 129,826 shares; 2026Q1: 153,941 shares; 2026Q2: 159,643 shares 159,643$8.56M2.65%+5,702Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,137 shares; 2024Q4: 2,462 shares; 2025Q1: 2,877 shares; 2025Q2: 5,842 shares; 2025Q3: 14,178 shares; 2025Q4: 14,020 shares; 2026Q1: 14,925 shares; 2026Q2: 13,026 shares 13,026$8.35M2.59%-1,899Timeline
DXJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,009 shares; 2024Q4: 60,874 shares; 2025Q1: 57,209 shares; 2025Q2: 54,852 shares; 2025Q3: 49,831 shares; 2025Q4: 48,609 shares; 2026Q1: 46,508 shares; 2026Q2: 44,588 shares 44,588$7.74M2.4%-1,920Timeline
SJNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,440 shares; 2024Q4: 212,215 shares; 2025Q1: 234,960 shares; 2025Q2: 241,070 shares; 2025Q3: 245,505 shares; 2025Q4: 260,135 shares; 2026Q1: 280,958 shares; 2026Q2: 300,650 shares 300,650$7.53M2.33%+19,692Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,464 shares; 2024Q4: 134,224 shares; 2025Q1: 136,164 shares; 2025Q2: 135,598 shares; 2025Q3: 112,571 shares; 2025Q4: 108,706 shares; 2026Q1: 105,610 shares; 2026Q2: 90,334 shares 90,334$7.5M2.33%-15,276Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,790 shares; 2024Q4: 29,378 shares; 2025Q1: 28,940 shares; 2025Q2: 26,792 shares; 2025Q3: 25,401 shares; 2025Q4: 24,986 shares; 2026Q1: 24,460 shares; 2026Q2: 24,689 shares 24,689$7.38M2.29%+229Timeline
EWUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,238 shares; 2024Q4: 122,678 shares; 2025Q1: 119,376 shares; 2025Q2: 124,741 shares; 2025Q3: 131,370 shares; 2025Q4: 132,925 shares; 2026Q1: 150,612 shares; 2026Q2: 152,647 shares 152,647$7.04M2.18%+2,035Timeline
HEDJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,025 shares; 2024Q4: 98,490 shares; 2025Q1: 100,000 shares; 2025Q2: 98,420 shares; 2025Q3: 108,119 shares; 2025Q4: 108,574 shares; 2026Q1: 112,969 shares; 2026Q2: 114,024 shares 114,024$6.5M2.01%+1,055Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,725 shares; 2024Q4: 59,313 shares; 2025Q1: 57,188 shares; 2025Q2: 62,013 shares; 2025Q3: 59,998 shares; 2025Q4: 60,223 shares; 2026Q1: 61,028 shares; 2026Q2: 60,328 shares 60,328$6.46M2%-700Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,621 shares; 2024Q4: 22,262 shares; 2025Q1: 23,288 shares; 2025Q2: 22,462 shares; 2025Q3: 19,639 shares; 2025Q4: 19,632 shares; 2026Q1: 19,319 shares; 2026Q2: 17,712 shares 17,712$6.38M1.98%-1,607Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,798 shares; 2024Q4: 27,502 shares; 2025Q1: 28,606 shares; 2025Q2: 29,061 shares; 2025Q3: 25,195 shares; 2025Q4: 25,086 shares; 2026Q1: 25,312 shares; 2026Q2: 25,542 shares 25,542$6.21M1.92%+230Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,050 shares; 2024Q4: 40,680 shares; 2025Q1: 43,628 shares; 2025Q2: 45,950 shares; 2025Q3: 49,538 shares; 2025Q4: 57,597 shares; 2026Q1: 61,125 shares; 2026Q2: 62,648 shares 62,648$6.2M1.92%+1,523Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,265 shares; 2024Q4: 41,429 shares; 2025Q1: 45,569 shares; 2025Q2: 47,882 shares; 2025Q3: 40,730 shares; 2025Q4: 39,862 shares; 2026Q1: 36,597 shares; 2026Q2: 36,275 shares 36,275$5.76M1.78%-322Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,933 shares; 2024Q4: 3,799 shares; 2025Q1: 3,771 shares; 2025Q2: 4,202 shares; 2025Q3: 5,982 shares; 2025Q4: 5,882 shares; 2026Q1: 5,861 shares; 2026Q2: 44,424 shares 44,424$5.31M1.65%+38,563Timeline
VOXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,309 shares; 2024Q4: 33,159 shares; 2025Q1: 32,562 shares; 2025Q2: 32,392 shares; 2025Q3: 29,671 shares; 2025Q4: 28,687 shares; 2026Q1: 26,875 shares; 2026Q2: 26,769 shares 26,769$4.92M1.53%-106Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,395 shares; 2024Q4: 4,955 shares; 2025Q1: 5,612 shares; 2025Q2: 10,857 shares; 2025Q3: 18,628 shares; 2025Q4: 39,564 shares; 2026Q1: 41,894 shares; 2026Q2: 41,485 shares 41,485$4.87M1.51%-409Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,289 shares; 2024Q4: 8,344 shares; 2025Q1: 8,160 shares; 2025Q2: 8,519 shares; 2025Q3: 8,629 shares; 2025Q4: 8,695 shares; 2026Q1: 8,690 shares; 2026Q2: 6,569 shares 6,569$4.84M1.5%-2,121Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,438 shares; 2024Q4: 65,398 shares; 2025Q1: 69,395 shares; 2025Q2: 71,455 shares; 2025Q3: 72,025 shares; 2025Q4: 73,960 shares; 2026Q1: 92,940 shares; 2026Q2: 94,095 shares 94,095$4.56M1.41%+1,155Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,091 shares; 2024Q4: 28,020 shares; 2025Q1: 28,495 shares; 2025Q2: 26,410 shares; 2025Q3: 21,299 shares; 2025Q4: 20,966 shares; 2026Q1: 20,761 shares; 2026Q2: 19,042 shares 19,042$4.29M1.33%-1,719Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,198 shares; 2024Q4: 41,154 shares; 2025Q1: 42,428 shares; 2025Q2: 43,553 shares; 2025Q3: 47,108 shares; 2025Q4: 47,533 shares; 2026Q1: 47,838 shares; 2026Q2: 45,148 shares 45,148$4M1.24%-2,690Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,874 shares; 2024Q4: 24,189 shares; 2025Q1: 25,957 shares; 2025Q2: 27,424 shares; 2025Q3: 25,099 shares; 2025Q4: 26,954 shares; 2026Q1: 39,739 shares; 2026Q2: 40,790 shares 40,790$3.93M1.22%+1,051Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,670 shares; 2024Q4: 16,095 shares; 2025Q1: 17,260 shares; 2025Q2: 21,475 shares; 2025Q3: 28,680 shares; 2025Q4: 60,740 shares; 2026Q1: 76,893 shares; 2026Q2: 76,086 shares 76,086$3.87M1.2%-807Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,963 shares; 2024Q4: 8,663 shares; 2025Q1: 9,790 shares; 2025Q2: 10,191 shares; 2025Q3: 10,248 shares; 2025Q4: 10,248 shares; 2026Q1: 10,248 shares; 2026Q2: 5,058 shares 5,058$3.78M1.17%-5,190Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,725 shares; 2024Q4: 11,968 shares; 2025Q1: 13,026 shares; 2025Q2: 12,901 shares; 2025Q3: 22,013 shares; 2025Q4: 23,472 shares; 2026Q1: 26,339 shares; 2026Q2: 27,284 shares 27,284$3.59M1.11%+945Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,243 shares; 2024Q4: 48,448 shares; 2025Q1: 54,353 shares; 2025Q2: 52,543 shares; 2025Q3: 52,578 shares; 2025Q4: 55,988 shares; 2026Q1: 66,773 shares; 2026Q2: 67,383 shares 67,383$3.38M1.05%+610Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,682 shares; 2024Q4: 1,690 shares; 2025Q1: 1,698 shares; 2025Q2: 2,398 shares; 2025Q3: 6,129 shares; 2025Q4: 6,206 shares; 2026Q1: 7,981 shares; 2026Q2: 8,509 shares 8,509$3.37M1.05%+528Timeline
XSDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,843 shares; 2024Q4: 4,305 shares; 2025Q1: 3,865 shares; 2025Q2: 4,770 shares; 2025Q3: 5,499 shares; 2025Q4: 5,405 shares; 2026Q1: 5,240 shares; 2026Q2: 5,090 shares 5,090$3.17M0.98%-150Timeline
IGVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,310 shares; 2024Q4: 20,920 shares; 2025Q1: 19,710 shares; 2025Q2: 22,675 shares; 2025Q3: 36,655 shares; 2025Q4: 38,405 shares; 2026Q1: 40,195 shares; 2026Q2: 34,617 shares 34,617$3.14M0.97%-5,578Timeline
AGGYWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,307 shares; 2024Q4: 48,847 shares; 2025Q1: 48,877 shares; 2025Q2: 48,177 shares; 2025Q3: 48,697 shares; 2025Q4: 47,377 shares; 2026Q1: 67,572 shares; 2026Q2: 71,391 shares 71,391$3.1M0.96%+3,819Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,830 shares; 2024Q4: 15,302 shares; 2025Q1: 14,227 shares; 2025Q2: 14,757 shares; 2025Q3: 11,242 shares; 2025Q4: 11,021 shares; 2026Q1: 10,567 shares; 2026Q2: 10,516 shares 10,516$3.04M0.94%-51Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,053 shares; 2024Q4: 60,968 shares; 2025Q1: 76,798 shares; 2025Q2: 80,523 shares; 2025Q3: 80,275 shares; 2025Q4: 81,515 shares; 2026Q1: 89,515 shares; 2026Q2: 89,765 shares 89,765$2.74M0.85%+250Timeline
EPPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,123 shares; 2024Q4: 42,313 shares; 2025Q1: 42,003 shares; 2025Q2: 43,783 shares; 2025Q3: 44,402 shares; 2025Q4: 44,862 shares; 2026Q1: 48,754 shares; 2026Q2: 46,409 shares 46,409$2.47M0.77%-2,345Timeline
ILFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,737 shares; 2024Q4: 32,262 shares; 2025Q1: 27,890 shares; 2025Q2: 41,380 shares; 2025Q3: 65,099 shares; 2025Q4: 66,444 shares; 2026Q1: 69,884 shares; 2026Q2: 70,854 shares 70,854$2.39M0.74%+970Timeline
VAWVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,754 shares; 2024Q4: 5,903 shares; 2025Q1: 5,520 shares; 2025Q2: 6,985 shares; 2025Q3: 9,818 shares; 2025Q4: 10,282 shares; 2026Q1: 10,087 shares; 2026Q2: 10,317 shares 10,317$2.36M0.73%+230Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,242 shares; 2024Q4: 45,597 shares; 2025Q1: 51,482 shares; 2025Q2: 54,562 shares; 2025Q3: 57,930 shares; 2025Q4: 62,364 shares; 2026Q1: 72,449 shares; 2026Q2: 76,409 shares 76,409$2.29M0.71%+3,960Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,320 shares; 2024Q4: 5,550 shares; 2025Q1: 6,050 shares; 2025Q2: 5,700 shares; 2025Q3: 5,908 shares; 2025Q4: 6,615 shares; 2026Q1: 20,085 shares; 2026Q2: 20,320 shares 20,320$2.22M0.69%+235Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,145 shares; 2024Q4: 14,895 shares; 2025Q1: 17,100 shares; 2025Q2: 17,730 shares; 2025Q3: 18,645 shares; 2025Q4: 19,005 shares; 2026Q1: 18,314 shares; 2026Q2: 21,672 shares 21,672$2.21M0.69%+3,358Timeline
EPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,880 shares; 2024Q4: 20,110 shares; 2025Q1: 18,430 shares; 2025Q2: 24,250 shares; 2025Q3: 48,674 shares; 2025Q4: 45,874 shares; 2026Q1: 50,929 shares; 2026Q2: 50,259 shares 50,259$2.15M0.67%-670Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,216 shares; 2024Q4: 20,314 shares; 2025Q1: 20,211 shares; 2025Q2: 20,609 shares; 2025Q3: 26,199 shares; 2025Q4: 26,054 shares; 2026Q1: 23,586 shares; 2026Q2: 22,969 shares 22,969$2.09M0.65%-617Timeline
PCYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,405 shares; 2024Q4: 82,455 shares; 2025Q1: 90,230 shares; 2025Q2: 91,935 shares; 2025Q3: 101,165 shares; 2025Q4: 98,315 shares; 2026Q1: 95,160 shares; 2026Q2: 95,050 shares 95,050$2.06M0.64%-110Timeline
VPUVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,738 shares; 2024Q4: 10,530 shares; 2025Q1: 10,595 shares; 2025Q2: 8,925 shares; 2025Q3: 8,733 shares; 2025Q4: 8,549 shares; 2026Q1: 9,078 shares; 2026Q2: 9,651 shares 9,651$1.89M0.59%+573Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,635 shares; 2024Q4: 4,385 shares; 2025Q1: 4,880 shares; 2025Q2: 4,880 shares; 2025Q3: 3,630 shares; 2025Q4: 3,630 shares; 2026Q1: 3,440 shares; 2026Q2: 3,440 shares 3,440$1.8M0.56%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,239 shares; 2024Q4: 1,239 shares; 2025Q1: 1,239 shares; 2025Q2: 1,204 shares; 2025Q3: 1,406 shares; 2025Q4: 1,406 shares; 2026Q1: 1,396 shares; 2026Q2: 1,871 shares 1,871$1.75M0.54%+475Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,216 shares; 2025Q1: 9,216 shares; 2025Q2: 9,216 shares; 2025Q3: 10,780 shares; 2025Q4: 10,780 shares; 2026Q1: 9,998 shares; 2026Q2: 9,998 shares 9,998$1.7M0.53%0Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,531 shares; 2024Q4: 21,286 shares; 2025Q1: 21,136 shares; 2025Q2: 22,371 shares; 2025Q3: 20,835 shares; 2025Q4: 42,282 shares; 2026Q1: 31,190 shares; 2026Q2: 34,129 shares 34,129$1.55M0.48%+2,939Timeline
IEURISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,345 shares; 2024Q4: 16,760 shares; 2025Q1: 13,835 shares; 2025Q2: 18,405 shares; 2025Q3: 20,320 shares; 2025Q4: 20,735 shares; 2026Q1: 20,620 shares; 2026Q2: 20,395 shares 20,395$1.53M0.48%-225Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2$1.5M0.46%0Timeline
DJPBARCLAYS BANK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,739 shares; 2024Q4: 64,789 shares; 2025Q1: 62,668 shares; 2025Q2: 57,233 shares; 2025Q3: 37,974 shares; 2025Q4: 38,118 shares; 2026Q1: 35,508 shares; 2026Q2: 32,533 shares 32,533$1.42M0.44%-2,975Timeline
EWHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,360 shares; 2024Q4: 64,318 shares; 2025Q1: 83,570 shares; 2025Q2: 82,575 shares; 2025Q3: 64,945 shares; 2025Q4: 64,085 shares; 2026Q1: 62,672 shares; 2026Q2: 62,577 shares 62,577$1.31M0.41%-95Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,211 shares; 2024Q4: 19,376 shares; 2025Q1: 18,835 shares; 2025Q2: 15,222 shares; 2025Q3: 9,520 shares; 2025Q4: 20,990 shares; 2026Q1: 21,190 shares; 2026Q2: 23,880 shares 23,880$1.27M0.39%+2,690Timeline
DTDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,985 shares; 2024Q4: 13,960 shares; 2025Q1: 13,805 shares; 2025Q2: 13,690 shares; 2025Q3: 13,290 shares; 2025Q4: 13,290 shares; 2026Q1: 13,440 shares; 2026Q2: 13,440 shares 13,440$1.25M0.39%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,650 shares; 2024Q4: 1,990 shares; 2025Q1: 1,884 shares; 2025Q2: 2,124 shares; 2025Q3: 2,511 shares; 2025Q4: 2,506 shares; 2026Q1: 2,415 shares; 2026Q2: 3,301 shares 3,301$1.23M0.38%+886Timeline
DLSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,990 shares; 2024Q4: 30,705 shares; 2025Q1: 26,250 shares; 2025Q2: 23,910 shares; 2025Q3: 17,360 shares; 2025Q4: 17,200 shares; 2026Q1: 15,840 shares; 2026Q2: 14,493 shares 14,493$1.21M0.38%-1,347Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,759 shares; 2024Q4: 35,899 shares; 2025Q1: 35,679 shares; 2025Q2: 30,664 shares; 2025Q3: 31,224 shares; 2025Q4: 32,109 shares; 2026Q1: 33,609 shares; 2026Q2: 34,239 shares 34,239$1.15M0.35%+630Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,303 shares; 2024Q4: 2,379 shares; 2025Q1: 2,309 shares; 2025Q2: 2,305 shares; 2025Q3: 2,296 shares; 2025Q4: 2,287 shares; 2026Q1: 1,972 shares; 2026Q2: 1,964 shares 1,964$1.11M0.34%-8Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,723 shares; 2025Q4: 3,723 shares; 2026Q1: 3,723 shares; 2026Q2: 4,273 shares 4,273$1.09M0.34%+550Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,570 shares; 2024Q4: 15,750 shares; 2025Q1: 13,450 shares; 2025Q2: 13,765 shares; 2025Q3: 8,275 shares; 2025Q4: 6,985 shares; 2026Q1: 9,603 shares; 2026Q2: 9,233 shares 9,233$1.07M0.33%-370Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,087 shares; 2024Q4: 12,428 shares; 2025Q1: 12,360 shares; 2025Q2: 11,880 shares; 2025Q3: 10,280 shares; 2025Q4: 10,098 shares; 2026Q1: 9,397 shares; 2026Q2: 7,082 shares 7,082$1.06M0.33%-2,315Timeline
AGZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,427 shares; 2024Q4: 11,127 shares; 2025Q1: 10,967 shares; 2025Q2: 10,838 shares; 2025Q3: 7,745 shares; 2025Q4: 9,425 shares; 2026Q1: 9,345 shares; 2026Q2: 9,370 shares 9,370$1.02M0.32%+25Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,673 shares; 2024Q4: 12,053 shares; 2025Q1: 13,883 shares; 2025Q2: 12,648 shares; 2025Q3: 8,635 shares; 2025Q4: 8,666 shares; 2026Q1: 6,789 shares; 2026Q2: 6,266 shares 6,266$992K0.31%-523Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,080 shares; 2024Q4: 6,250 shares; 2025Q1: 6,170 shares; 2025Q2: 7,580 shares; 2025Q3: 5,774 shares; 2025Q4: 5,409 shares; 2026Q1: 5,109 shares; 2026Q2: 5,099 shares 5,099$970K0.3%-10Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,905 shares; 2024Q4: 23,715 shares; 2025Q1: 24,920 shares; 2025Q2: 21,065 shares; 2025Q3: 15,640 shares; 2025Q4: 14,650 shares; 2026Q1: 12,805 shares; 2026Q2: 10,689 shares 10,689$807K0.25%-2,116Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,806 shares; 2024Q4: 8,561 shares; 2025Q1: 8,540 shares; 2025Q2: 7,411 shares; 2025Q3: 7,434 shares; 2025Q4: 7,474 shares; 2026Q1: 7,302 shares; 2026Q2: 7,572 shares 7,572$778K0.24%+270Timeline
MDYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,315 shares; 2024Q4: 6,540 shares; 2025Q1: 6,570 shares; 2025Q2: 6,800 shares; 2025Q3: 9,715 shares; 2025Q4: 10,095 shares; 2026Q1: 10,095 shares; 2026Q2: 8,195 shares 8,195$777K0.24%-1,900Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,080 shares; 2024Q4: 20,080 shares; 2025Q1: 17,790 shares; 2025Q2: 18,300 shares; 2025Q3: 18,510 shares; 2025Q4: 27,910 shares; 2026Q1: 28,560 shares; 2026Q2: 27,950 shares 27,950$713K0.22%-610Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,933 shares; 2024Q4: 12,803 shares; 2025Q1: 16,921 shares; 2025Q2: 15,721 shares; 2025Q3: 10,616 shares; 2025Q4: 10,100 shares; 2026Q1: 11,115 shares; 2026Q2: 11,370 shares 11,370$679K0.21%+255Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,623 shares; 2024Q4: 6,693 shares; 2025Q1: 6,261 shares; 2025Q2: 6,066 shares; 2025Q3: 6,246 shares; 2025Q4: 6,353 shares; 2026Q1: 6,867 shares; 2026Q2: 6,872 shares 6,872$662K0.21%+5Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,509 shares; 2024Q4: 6,779 shares; 2025Q1: 6,959 shares; 2025Q2: 6,357 shares; 2025Q3: 4,247 shares; 2025Q4: 4,352 shares; 2026Q1: 4,210 shares; 2026Q2: 4,247 shares 4,247$655K0.2%+37Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,931 shares; 2024Q4: 5,931 shares; 2025Q1: 5,557 shares; 2025Q2: 5,557 shares; 2025Q3: 5,568 shares; 2025Q4: 5,328 shares; 2026Q1: 4,969 shares; 2026Q2: 4,969 shares 4,969$628K0.19%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,599 shares; 2025Q3: 2,305 shares; 2025Q4: 2,163 shares; 2026Q1: 2,301 shares; 2026Q2: 2,301 shares 2,301$548K0.17%0Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,652 shares; 2024Q4: 6,344 shares; 2025Q1: 6,036 shares; 2025Q2: 6,017 shares; 2025Q3: 5,721 shares; 2025Q4: 5,688 shares; 2026Q1: 5,658 shares; 2026Q2: 5,736 shares 5,736$547K0.17%+78Timeline
DESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,105 shares; 2024Q4: 23,105 shares; 2025Q1: 23,080 shares; 2025Q2: 22,760 shares; 2025Q3: 21,460 shares; 2025Q4: 21,460 shares; 2026Q1: 12,860 shares; 2026Q2: 12,860 shares 12,860$523K0.16%0Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,845 shares; 2025Q1: 6,455 shares; 2025Q2: 6,615 shares; 2025Q3: 7,400 shares; 2025Q4: 7,400 shares; 2026Q1: 9,289 shares; 2026Q2: 9,499 shares 9,499$481K0.15%+210Timeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,050 shares; 2024Q4: 12,050 shares; 2025Q1: 13,250 shares; 2025Q2: 13,975 shares; 2025Q3: 13,975 shares; 2025Q4: 13,975 shares; 2026Q1: 13,925 shares; 2026Q2: 13,925 shares 13,925$480K0.15%0Timeline
XSWSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,525 shares; 2026Q2: 2,575 shares 2,575$442K0.14%+1,050Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200$424K0.13%0Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,100 shares; 2026Q1: 6,790 shares; 2026Q2: 8,545 shares 8,545$422K0.13%+1,755Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: 1,159 shares; 2025Q2: 1,159 shares; 2025Q3: 1,159 shares; 2025Q4: 1,159 shares; 2026Q1: 1,159 shares; 2026Q2: 1,724 shares 1,724$418K0.13%+565Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares; 2026Q2: 3,060 shares 3,060$380K0.12%+2,580Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,737 shares; 2024Q4: 8,497 shares; 2025Q1: 8,312 shares; 2025Q2: 6,937 shares; 2025Q3: 6,832 shares; 2025Q4: 6,857 shares; 2026Q1: 6,861 shares; 2026Q2: 6,846 shares 6,846$374K0.12%-15Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,140 shares; 2024Q4: 6,475 shares; 2025Q1: 7,300 shares; 2025Q2: 7,260 shares; 2025Q3: 5,030 shares; 2025Q4: 4,995 shares; 2026Q1: 4,990 shares; 2026Q2: 5,100 shares 5,100$363K0.11%+110Timeline
EEMAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000$351K0.11%0Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,833 shares; 2024Q4: 5,733 shares; 2025Q1: 5,683 shares; 2025Q2: 6,306 shares; 2025Q3: 5,953 shares; 2025Q4: 5,924 shares; 2026Q1: 5,649 shares; 2026Q2: 5,399 shares 5,399$328K0.1%-250Timeline
GXCSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,625 shares; 2024Q4: 5,345 shares; 2025Q1: 4,815 shares; 2025Q2: 4,820 shares; 2025Q3: 4,020 shares; 2025Q4: 3,970 shares; 2026Q1: 3,720 shares; 2026Q2: 3,770 shares 3,770$326K0.1%+50Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,517 shares; 2024Q4: 21,398 shares; 2025Q1: 23,100 shares; 2025Q2: 20,953 shares; 2025Q3: 5,632 shares; 2025Q4: 5,147 shares; 2026Q1: 3,317 shares; 2026Q2: 3,382 shares 3,382$326K0.1%+65Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 950 shares; 2024Q4: 990 shares; 2025Q1: 1,993 shares; 2025Q2: 1,154 shares; 2025Q3: 1,154 shares; 2025Q4: 1,154 shares; 2026Q1: 1,154 shares; 2026Q2: 3,630 shares 3,630$313K0.1%+2,476Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,290 shares; 2024Q4: 3,270 shares; 2025Q1: 3,270 shares; 2025Q2: 3,270 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,215 shares 2,215$303K0.09%newTimeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,160 shares; 2026Q1: 3,160 shares; 2026Q2: 3,155 shares 3,155$298K0.09%-5Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,032 shares; 2026Q1: 2,387 shares; 2026Q2: 2,377 shares 2,377$297K0.09%-10Timeline
IYHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,330 shares; 2024Q4: 5,780 shares; 2025Q1: 3,400 shares; 2025Q2: 5,680 shares; 2025Q3: 4,875 shares; 2025Q4: 4,375 shares; 2026Q1: 4,375 shares; 2026Q2: 4,375 shares 4,375$293K0.09%0Timeline
BUFQFIRST TR EXCHNG TRADED FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,389 shares; 2025Q3: 7,378 shares; 2025Q4: 7,378 shares; 2026Q1: 7,378 shares; 2026Q2: 7,378 shares 7,378$290K0.09%0Timeline
GBTCGRAYSCALE BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,900 shares; 2024Q4: 21,900 shares; 2025Q1: 21,900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,330 shares; 2026Q1: 6,330 shares; 2026Q2: 6,330 shares 6,330$288K0.09%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,380 shares; 2025Q3: 1,455 shares; 2025Q4: 1,455 shares; 2026Q1: 1,405 shares; 2026Q2: 1,405 shares 1,405$281K0.09%0Timeline
CWBCCOMMUNITY WEST BANCSHARES NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,362 shares; 2024Q4: 10,362 shares; 2025Q1: 10,362 shares; 2025Q2: 10,362 shares; 2025Q3: 10,362 shares; 2025Q4: 10,362 shares; 2026Q1: 10,362 shares; 2026Q2: 10,362 shares 10,362$278K0.09%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,090 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares; 2026Q1: 1,090 shares; 2026Q2: 950 shares 950$267K0.08%-140Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,270 shares; 2024Q4: 2,070 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,827 shares; 2025Q4: 1,827 shares; 2026Q1: 1,827 shares; 2026Q2: 1,827 shares 1,827$250K0.08%0Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,561 shares; 2024Q4: 26,835 shares; 2025Q1: 27,446 shares; 2025Q2: 24,541 shares; 2025Q3: 9,120 shares; 2025Q4: 8,585 shares; 2026Q1: 3,675 shares; 2026Q2: 3,675 shares 3,675$244K0.08%0Timeline
IMVPINVESCO INDIA EXCHANGE-TRADEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,040 shares; 2025Q4: 12,615 shares; 2026Q1: 10,380 shares; 2026Q2: 12,115 shares 12,115$243K0.08%+1,735Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 629 shares 629$225K0.07%newTimeline
PSKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,685 shares; 2024Q4: 16,985 shares; 2025Q1: 16,025 shares; 2025Q2: 18,075 shares; 2025Q3: 15,075 shares; 2025Q4: 13,530 shares; 2026Q1: 7,310 shares; 2026Q2: 7,310 shares 7,310$223K0.07%0Timeline
RIVNRIVIAN AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000$174K0.05%0Timeline

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 0001959415-26-000003 base2026-07-16acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001959415-26-000003 Quarter ended 2026-06-302026-07-16acceptance time not in the bulk data set
13F-HR 0001959415-26-000002 Quarter ended 2026-03-312026-04-08acceptance time not in the bulk data set
13F-HR 0001959415-26-000001 Quarter ended 2025-12-312026-01-27acceptance time not in the bulk data set
13F-HR 0001959415-25-000002 Quarter ended 2025-09-302025-10-16acceptance time not in the bulk data set
13F-HR 0001085146-25-004342 Quarter ended 2025-06-302025-07-31acceptance time not in the bulk data set
13F-HR 0001085146-25-002446 Quarter ended 2025-03-312025-04-30acceptance time not in the bulk data set
13F-HR 0001085146-25-000169 Quarter ended 2024-12-312025-01-14acceptance time not in the bulk data set
13F-HR 0001085146-24-005250 Quarter ended 2024-09-302024-10-31acceptance time not in the bulk data set
13F-HR 0001085146-24-003705 Quarter ended 2024-06-302024-08-12acceptance time not in the bulk data set
13F-HR 0001085146-24-001891 Quarter ended 2024-03-312024-04-18acceptance time not in the bulk data set
13F-HR 0001085146-24-000373 Quarter ended 2023-12-312024-01-19acceptance time not in the bulk data set
13F-HR 0001085146-23-004429 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001085146-23-002946 Quarter ended 2023-06-302023-07-28acceptance time not in the bulk data set
13F-HR 0001085146-23-001675 Quarter ended 2023-03-312023-04-14acceptance time not in the bulk data set
13F-HR 0001085146-23-000085 Quarter ended 2022-12-312023-01-12acceptance time not in the bulk data set