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SIMA Wealth Partners, LLC

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13F filer, CIK 2135539, NORTH CHESTERFIELD, VA

SIMA Wealth Partners, LLC reported $131,295,241 across 131 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 71.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002135539-26-000001

Period
2026-03-31
Reported value
$131M
Holdings
131
Top 10 weight
71.31%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHRadded+34,048$848K
USIGadded+15,704$805K
DFAEadded+18,109$613K
MBBadded+6,179$587K
AUBnew+7,679$274K

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
SCHOreduced-27,506-$668K
IGSBreduced-7,930-$417K
VTVreduced-1,600-$314K
IVVreduced-168-$110K
SCHVreduced-3,143-$95.9K

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 0002135539-26-000001, largest first. % of portfolio is the value over $131,295,241, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,469 shares; 2024Q4: 31,519 shares; 2025Q1: 33,032 shares; 2025Q2: 32,353 shares; 2025Q3: 32,086 shares; 2025Q4: 28,640 shares; 2026Q1: 28,472 shares 28,472$18.6M14.17%-168Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,953 shares; 2024Q4: 263,769 shares; 2025Q1: 262,870 shares; 2025Q2: 242,531 shares; 2025Q3: 250,982 shares; 2025Q4: 260,672 shares; 2026Q1: 264,719 shares 264,719$10.3M7.86%+4,047Timeline
USIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,518 shares; 2024Q4: 136,735 shares; 2025Q1: 154,395 shares; 2025Q2: 172,860 shares; 2025Q3: 173,431 shares; 2025Q4: 177,936 shares; 2026Q1: 193,640 shares 193,640$9.92M7.56%+15,704Timeline
JIREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,256 shares; 2024Q4: 115,443 shares; 2025Q1: 124,905 shares; 2025Q2: 124,184 shares; 2025Q3: 127,599 shares; 2025Q4: 129,463 shares; 2026Q1: 130,059 shares 130,059$9.85M7.5%+596Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,551 shares; 2024Q4: 99,248 shares; 2025Q1: 106,441 shares; 2025Q2: 99,393 shares; 2025Q3: 99,544 shares; 2025Q4: 94,137 shares; 2026Q1: 93,205 shares 93,205$9.13M6.95%-932Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,777 shares; 2024Q4: 153,733 shares; 2025Q1: 160,319 shares; 2025Q2: 164,004 shares; 2025Q3: 177,674 shares; 2025Q4: 217,398 shares; 2026Q1: 235,507 shares 235,507$7.97M6.07%+18,109Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,093 shares; 2024Q4: 75,782 shares; 2025Q1: 79,748 shares; 2025Q2: 79,697 shares; 2025Q3: 77,697 shares; 2025Q4: 77,591 shares; 2026Q1: 83,770 shares 83,770$7.95M6.06%+6,179Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,897 shares; 2024Q4: 341,104 shares; 2025Q1: 326,266 shares; 2025Q2: 282,040 shares; 2025Q3: 268,560 shares; 2025Q4: 258,346 shares; 2026Q1: 292,394 shares 292,394$7.28M5.55%+34,048Timeline
JAVAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,744 shares; 2024Q4: 92,418 shares; 2025Q1: 95,686 shares; 2025Q2: 99,983 shares; 2025Q3: 99,895 shares; 2025Q4: 95,454 shares; 2026Q1: 94,742 shares 94,742$6.8M5.18%-712Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,477 shares; 2024Q4: 70,510 shares; 2025Q1: 78,839 shares; 2025Q2: 94,027 shares; 2025Q3: 96,266 shares; 2025Q4: 101,154 shares; 2026Q1: 102,691 shares 102,691$5.81M4.43%+1,537Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,702 shares; 2024Q4: 40,572 shares; 2025Q1: 40,506 shares; 2025Q2: 38,369 shares; 2025Q3: 37,680 shares; 2025Q4: 36,842 shares; 2026Q1: 36,406 shares 36,406$4.12M3.14%-436Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,793 shares; 2024Q4: 17,648 shares; 2025Q1: 17,430 shares; 2025Q2: 17,180 shares; 2025Q3: 16,900 shares; 2025Q4: 16,537 shares; 2026Q1: 16,206 shares 16,206$3.42M2.61%-331Timeline
SCHOSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,454 shares; 2024Q4: 123,163 shares; 2025Q1: 134,137 shares; 2025Q2: 149,374 shares; 2025Q3: 148,380 shares; 2025Q4: 155,412 shares; 2026Q1: 127,906 shares 127,906$3.1M2.36%-27,506Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,317 shares; 2024Q4: 41,587 shares; 2025Q1: 41,195 shares; 2025Q2: 31,174 shares; 2025Q3: 32,038 shares; 2025Q4: 37,546 shares; 2026Q1: 38,356 shares 38,356$2.27M1.73%+810Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,366 shares; 2024Q4: 69,678 shares; 2025Q1: 67,240 shares; 2025Q2: 65,129 shares; 2025Q3: 63,934 shares; 2025Q4: 57,981 shares; 2026Q1: 54,838 shares 54,838$1.67M1.27%-3,143Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,122 shares; 2024Q4: 24,577 shares; 2025Q1: 21,432 shares; 2025Q2: 18,465 shares; 2025Q3: 18,458 shares; 2025Q4: 18,458 shares; 2026Q1: 18,458 shares 18,458$1.67M1.27%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,412 shares; 2024Q4: 11,238 shares; 2025Q1: 11,238 shares; 2025Q2: 8,679 shares; 2025Q3: 8,611 shares; 2025Q4: 8,616 shares; 2026Q1: 7,016 shares 7,016$1.38M1.05%-1,600Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,957 shares; 2024Q4: 53,692 shares; 2025Q1: 49,967 shares; 2025Q2: 38,381 shares; 2025Q3: 35,225 shares; 2025Q4: 31,369 shares; 2026Q1: 23,439 shares 23,439$1.23M0.94%-7,930Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,184 shares; 2024Q4: 9,188 shares; 2025Q1: 9,184 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,200 shares; 2026Q1: 10,200 shares 10,200$1.08M0.82%0Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,345 shares; 2024Q4: 42,608 shares; 2025Q1: 40,668 shares; 2025Q2: 40,666 shares; 2025Q3: 40,536 shares; 2025Q4: 37,843 shares; 2026Q1: 35,755 shares 35,755$1.04M0.79%-2,088Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,762 shares; 2024Q4: 7,592 shares; 2025Q1: 7,861 shares; 2025Q2: 7,697 shares; 2025Q3: 8,493 shares; 2025Q4: 14,017 shares; 2026Q1: 14,528 shares 14,528$1.03M0.79%+511Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,268 shares; 2024Q4: 40,710 shares; 2025Q1: 38,290 shares; 2025Q2: 25,715 shares; 2025Q3: 25,578 shares; 2025Q4: 25,479 shares; 2026Q1: 24,748 shares 24,748$766K0.58%-731Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 7,686 shares; 2025Q1: 7,721 shares; 2025Q2: 4,672 shares; 2025Q3: 4,532 shares; 2025Q4: 4,452 shares; 2026Q1: 4,482 shares 4,482$741K0.56%+30Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539 shares; 2024Q4: 539 shares; 2025Q1: 539 shares; 2025Q2: 2,082 shares; 2025Q3: 2,082 shares; 2025Q4: 1,911 shares; 2026Q1: 1,884 shares 1,884$672K0.51%-27Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,011 shares; 2024Q4: 10,738 shares; 2025Q1: 10,539 shares; 2025Q2: 10,077 shares; 2025Q3: 10,047 shares; 2025Q4: 9,986 shares; 2026Q1: 9,922 shares 9,922$670K0.51%-64Timeline
IWYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 2,684 shares; 2025Q1: 2,684 shares; 2025Q2: 2,684 shares; 2025Q3: 2,684 shares; 2025Q4: 2,634 shares; 2026Q1: 2,634 shares 2,634$655K0.5%0Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,964 shares; 2024Q4: 7,312 shares; 2025Q1: 7,309 shares; 2025Q2: 6,944 shares; 2025Q3: 7,079 shares; 2025Q4: 6,390 shares; 2026Q1: 6,388 shares 6,388$534K0.41%-2Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46 shares; 2024Q4: 46 shares; 2025Q1: 46 shares; 2025Q2: 4,734 shares; 2025Q3: 4,734 shares; 2025Q4: 4,734 shares; 2026Q1: 4,734 shares 4,734$519K0.4%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,973 shares; 2024Q4: 1,971 shares; 2025Q1: 1,971 shares; 2025Q2: 1,754 shares; 2025Q3: 1,754 shares; 2025Q4: 1,754 shares; 2026Q1: 1,754 shares 1,754$504K0.38%0Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,493 shares; 2024Q4: 7,080 shares; 2025Q1: 6,922 shares; 2025Q2: 6,883 shares; 2025Q3: 6,767 shares; 2025Q4: 6,631 shares; 2026Q1: 7,195 shares 7,195$502K0.38%+564Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 938 shares; 2025Q3: 1,973 shares; 2025Q4: 1,973 shares; 2026Q1: 1,973 shares 1,973$501K0.38%0Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,630 shares; 2024Q4: 20,522 shares; 2025Q1: 18,370 shares; 2025Q2: 17,495 shares; 2025Q3: 17,277 shares; 2025Q4: 17,715 shares; 2026Q1: 18,075 shares 18,075$447K0.34%+360Timeline
IWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,537 shares; 2024Q4: 4,537 shares; 2025Q1: 4,537 shares; 2025Q2: 4,537 shares; 2025Q3: 4,537 shares; 2025Q4: 4,537 shares; 2026Q1: 4,537 shares 4,537$420K0.32%0Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,716 shares; 2024Q4: 3,840 shares; 2025Q1: 3,443 shares; 2025Q2: 3,285 shares; 2025Q3: 3,272 shares; 2025Q4: 3,272 shares; 2026Q1: 3,201 shares 3,201$398K0.3%-71Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,521 shares; 2024Q4: 8,282 shares; 2025Q1: 8,280 shares; 2025Q2: 8,210 shares; 2025Q3: 8,195 shares; 2025Q4: 8,187 shares; 2026Q1: 7,823 shares 7,823$367K0.28%-364Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,695 shares; 2024Q4: 13,881 shares; 2025Q1: 12,104 shares; 2025Q2: 12,110 shares; 2025Q3: 12,116 shares; 2025Q4: 11,408 shares; 2026Q1: 11,413 shares 11,413$350K0.27%+5Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925 shares; 2024Q4: 925 shares; 2025Q1: 925 shares; 2025Q2: 925 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 1,075 shares 1,075$334K0.25%+150Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,311 shares; 2024Q4: 4,793 shares; 2025Q1: 4,462 shares; 2025Q2: 4,144 shares; 2025Q3: 3,787 shares; 2025Q4: 3,438 shares; 2026Q1: 3,722 shares 3,722$322K0.25%+284Timeline
HEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,231 shares; 2024Q4: 8,098 shares; 2025Q1: 7,966 shares; 2025Q2: 7,612 shares; 2025Q3: 7,479 shares; 2025Q4: 7,479 shares; 2026Q1: 7,479 shares 7,479$318K0.24%0Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,913 shares; 2024Q4: 7,912 shares; 2025Q1: 7,912 shares; 2025Q2: 6,474 shares; 2025Q3: 6,474 shares; 2025Q4: 6,753 shares; 2026Q1: 6,752 shares 6,752$317K0.24%-1Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,617 shares; 2025Q1: 1,617 shares; 2025Q2: 1,617 shares; 2025Q3: 1,617 shares; 2025Q4: 1,617 shares; 2026Q1: 1,617 shares 1,617$310K0.24%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,265 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250$306K0.23%0Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,984 shares; 2024Q4: 6,026 shares; 2025Q1: 5,999 shares; 2025Q2: 5,809 shares; 2025Q3: 5,769 shares; 2025Q4: 5,825 shares; 2026Q1: 5,470 shares 5,470$291K0.22%-355Timeline
AUBATLANTIC UN BANKSHARES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 878 shares; 2025Q1: 887 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,679 shares 7,679$274K0.21%newTimeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,914 shares; 2024Q4: 8,832 shares; 2025Q1: 8,654 shares; 2025Q2: 4,523 shares; 2025Q3: 4,053 shares; 2025Q4: 4,053 shares; 2026Q1: 4,147 shares 4,147$274K0.21%+94Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 900 shares; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 810 shares 810$251K0.19%0Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 2,472 shares; 2025Q1: 2,472 shares; 2025Q2: 2,442 shares; 2025Q3: 2,197 shares; 2025Q4: 2,197 shares; 2026Q1: 2,197 shares 2,197$204K0.16%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,992 shares; 2024Q4: 5,073 shares; 2025Q1: 5,073 shares; 2025Q2: 2,912 shares; 2025Q3: 2,912 shares; 2025Q4: 2,912 shares; 2026Q1: 2,912 shares 2,912$187K0.14%0Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,152 shares; 2024Q4: 3,152 shares; 2025Q1: 3,152 shares; 2025Q2: 3,002 shares; 2025Q3: 3,002 shares; 2025Q4: 3,002 shares; 2026Q1: 2,462 shares 2,462$185K0.14%-540Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,082 shares; 2024Q4: 2,880 shares; 2025Q1: 2,880 shares; 2025Q2: 858 shares; 2025Q3: 858 shares; 2025Q4: 858 shares; 2026Q1: 855 shares 855$183K0.14%-3Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 850 shares 850$154K0.12%-50Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 354 shares; 2026Q1: 354 shares 354$151K0.11%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: 1,444 shares; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 1,444 shares; 2026Q1: 1,444 shares 1,444$140K0.11%0Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500$137K0.1%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 781 shares; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 812 shares; 2025Q4: 654 shares; 2026Q1: 654 shares 654$136K0.1%0Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,664 shares; 2025Q1: 1,656 shares; 2025Q2: 2,086 shares; 2025Q3: 2,051 shares; 2025Q4: 2,051 shares; 2026Q1: 1,620 shares 1,620$134K0.1%-431Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly 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: 203 shares; 2025Q4: 203 shares; 2026Q1: 203 shares 203$132K0.1%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 257 shares 257$123K0.09%0Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,767 shares; 2024Q4: 2,767 shares; 2025Q1: 2,767 shares; 2025Q2: 2,444 shares; 2025Q3: 2,444 shares; 2025Q4: 2,444 shares; 2026Q1: 2,444 shares 2,444$118K0.09%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 273 shares; 2026Q1: 273 shares 273$117K0.09%0Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,193 shares; 2024Q4: 1,193 shares; 2025Q1: 1,193 shares; 2025Q2: 1,193 shares; 2025Q3: 1,138 shares; 2025Q4: 1,138 shares; 2026Q1: 1,138 shares 1,138$114K0.09%0Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 127 shares; 2026Q1: 127 shares 127$114K0.09%0Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,066 shares; 2024Q4: 3,033 shares; 2025Q1: 3,324 shares; 2025Q2: 3,325 shares; 2025Q3: 3,325 shares; 2025Q4: 3,362 shares; 2026Q1: 3,362 shares 3,362$111K0.08%0Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 899 shares; 2024Q4: 899 shares; 2025Q1: 899 shares; 2025Q2: 899 shares; 2025Q3: 924 shares; 2025Q4: 899 shares; 2026Q1: 827 shares 827$108K0.08%-72Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,299 shares; 2024Q4: 11,300 shares; 2025Q1: 8,868 shares; 2025Q2: 7,018 shares; 2025Q3: 6,683 shares; 2025Q4: 4,663 shares; 2026Q1: 4,174 shares 4,174$95.6K0.07%-489Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412 shares; 2024Q4: 1,793 shares; 2025Q1: 1,705 shares; 2025Q2: 2,479 shares; 2025Q3: 3,145 shares; 2025Q4: 3,301 shares; 2026Q1: 3,526 shares 3,526$88.5K0.07%+225Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 745 shares; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 620 shares 620$82.2K0.06%-75Timeline
JVALJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,620 shares; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares; 2026Q1: 1,620 shares 1,620$79.2K0.06%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 585 shares; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 585 shares; 2025Q3: 585 shares; 2025Q4: 585 shares; 2026Q1: 1,035 shares 1,035$78.7K0.06%+450Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 537 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 537 shares 537$78.4K0.06%0Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 559 shares; 2025Q1: 559 shares; 2025Q2: 559 shares; 2025Q3: 559 shares; 2025Q4: 536 shares; 2026Q1: 536 shares 536$77.6K0.06%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 1,273 shares; 2025Q1: 1,273 shares; 2025Q2: 1,273 shares; 2025Q3: 1,273 shares; 2025Q4: 1,273 shares; 2026Q1: 1,273 shares 1,273$68.8K0.05%0Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 473 shares; 2025Q3: 473 shares; 2025Q4: 473 shares; 2026Q1: 473 shares 473$67.4K0.05%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 241 shares 241$63.2K0.05%0Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 919 shares; 2025Q1: 939 shares; 2025Q2: 939 shares; 2025Q3: 939 shares; 2025Q4: 1,150 shares; 2026Q1: 1,085 shares 1,085$59.3K0.05%-65Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 137 shares; 2025Q1: 141 shares; 2025Q2: 127 shares; 2025Q3: 126 shares; 2025Q4: 108 shares; 2026Q1: 98 shares 98$58.8K0.04%-10Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 506 shares; 2025Q2: 506 shares; 2025Q3: 479 shares; 2025Q4: 403 shares; 2026Q1: 403 shares 403$58.2K0.04%0Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 205 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 176 shares 176$57.8K0.04%-29Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 140 shares; 2025Q4: 70 shares; 2026Q1: 320 shares 320$49.7K0.04%+250Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 198 shares; 2025Q1: 198 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170$48.9K0.04%0Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 231 shares; 2025Q3: 104 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90$48.4K0.04%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260 shares; 2024Q4: 260 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 297 shares; 2025Q4: 280 shares; 2026Q1: 280 shares 280$47.5K0.04%0Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 819 shares; 2024Q4: 747 shares; 2025Q1: 747 shares; 2025Q2: 584 shares; 2025Q3: 542 shares; 2025Q4: 486 shares; 2026Q1: 486 shares 486$47.3K0.04%0Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 257 shares 257$44.9K0.03%+170Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120$41.2K0.03%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75$37.5K0.03%0Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 540 shares; 2025Q4: 210 shares; 2026Q1: 130 shares 130$37.3K0.03%-80Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,411 shares; 2024Q4: 1,439 shares; 2025Q1: 1,103 shares; 2025Q2: 1,126 shares; 2025Q3: 1,110 shares; 2025Q4: 1,113 shares; 2026Q1: 1,119 shares 1,119$32.5K0.02%+6Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,212 shares; 2024Q4: 1,683 shares; 2025Q1: 1,683 shares; 2025Q2: 1,327 shares; 2025Q3: 1,223 shares; 2025Q4: 1,223 shares; 2026Q1: 1,086 shares 1,086$31.1K0.02%-137Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 362 shares; 2025Q1: 362 shares; 2025Q2: 321 shares; 2025Q3: 321 shares; 2025Q4: 321 shares; 2026Q1: 321 shares 321$30.8K0.02%0Timeline
MKLMARKEL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 16 shares; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 16 shares; 2026Q1: 16 shares 16$30.6K0.02%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125$30.3K0.02%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$30.2K0.02%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 137 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80$29.7K0.02%0Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 448 shares; 2025Q1: 1,122 shares; 2025Q2: 1,125 shares; 2025Q3: 1,128 shares; 2025Q4: 1,131 shares; 2026Q1: 1,135 shares 1,135$29.1K0.02%+4Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$27.1K0.02%0Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322 shares; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 212 shares; 2025Q4: 212 shares; 2026Q1: 212 shares 212$25.6K0.02%0Timeline
YUMYUM BRANDS 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: 150 shares 150$23.3K0.02%newTimeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$21.7K0.02%0Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: 924 shares; 2025Q1: 550 shares; 2025Q2: 447 shares; 2025Q3: 292 shares; 2025Q4: 292 shares; 2026Q1: 251 shares 251$19.9K0.02%-41Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87 shares; 2024Q4: 82 shares; 2025Q1: 82 shares; 2025Q2: 81 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 73 shares 73$18.1K0.01%-1Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 258 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 258 shares; 2026Q1: 129 shares 129$16.9K0.01%-129Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 237 shares; 2026Q1: 237 shares 237$16.6K0.01%0Timeline
SPYMSPDR SERIES 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: 197 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 204 shares 204$15.6K0.01%0Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares 119$15.2K0.01%0Timeline
NWBINORTHWEST BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,250 shares; 2025Q2: 987 shares; 2025Q3: 2,149 shares; 2025Q4: 987 shares; 2026Q1: 987 shares 987$12.5K0.01%0Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 1,154 shares; 2025Q1: 745 shares; 2025Q2: 348 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200$12.4K0.01%0Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210$12.3K0.01%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 808 shares; 2024Q4: 885 shares; 2025Q1: 886 shares; 2025Q2: 888 shares; 2025Q3: 890 shares; 2025Q4: 621 shares; 2026Q1: 387 shares 387$11.2K0.01%-234Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 274 shares; 2025Q1: 242 shares; 2025Q2: 112 shares; 2025Q3: 134 shares; 2025Q4: 112 shares; 2026Q1: 112 shares 112$11K0.01%0Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 432 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 489 shares; 2025Q4: 432 shares; 2026Q1: 216 shares 216$10.8K0.01%-216Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36$10.5K0.01%0Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 390 shares; 2025Q3: 272 shares; 2025Q4: 109 shares; 2026Q1: 89 shares 89$10.5K0.01%-20Timeline
IPORENAISSANCE CAP GREENWICH FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250$10.5K0.01%0Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 33 shares 33$10.4K0.01%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100$10.3K0.01%0Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 132 shares; 2025Q2: 132 shares; 2025Q3: 80 shares; 2025Q4: 62 shares; 2026Q1: 62 shares 62$9.01K0.01%0Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150$8.52K0.01%0Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 211 shares; 2025Q1: 212 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107$7.94K0.01%0Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 497 shares; 2025Q1: 904 shares; 2025Q2: 912 shares; 2025Q3: 918 shares; 2025Q4: 659 shares; 2026Q1: 659 shares 659$7.61K0.01%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17$7.53K0.01%0Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 66 shares; 2026Q1: 66 shares 66$6.3K<0.01%0Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 322 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75$6.21K<0.01%0Timeline
AMLPALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 108 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60$3.16K<0.01%0Timeline
IVZINVESCO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125$3.04K<0.01%0Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 189 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 189 shares; 2025Q4: 174 shares; 2026Q1: 95 shares 95$2.61K<0.01%-79Timeline
BTCGRAYSCALE BITCOIN MINI TR ETQuarterly 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: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57$1.71K<0.01%0Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly 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: 41 shares 41$1.58K<0.01%newTimeline
PLURPLURI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares 350$1.19K<0.01%0Timeline
KDKYNDRYL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 21 shares; 2025Q3: 21 shares; 2025Q4: 21 shares; 2026Q1: 21 shares 21$276<0.01%0Timeline
CLOVCLOVER HEALTH INVESTMENTS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50$88<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
UNPUNION PAC CORP170$39.3Kshares
KHCKRAFT HEINZ CO30$728shares

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 0002135539-26-000001 base2026-05-15acceptance time not in the bulk data set