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Solutions 4 Wealth, Ltd

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13F filer, CIK 2006405, SOUTHLAKE, TX

Solutions 4 Wealth, Ltd reported $64,442,155 across 56 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-04. Its ten largest share positions make up 61.22% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002006405-25-000006

Period
2025-09-30
Reported value
$64.4M
Holdings
56
Top 10 weight
61.22%
New
5
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VVRadded+229,265$793K
QYLDadded+43,268$736K
AIQnew+14,896$736K
WTPIadded+20,519$683K
NUKZnew+5,906$384K

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
VERITEX HLDGS INCexited-66,005-$1.72M
TSLAreduced-646-$287K
COPreduced-2,048-$194K
GALTreduced-10,626-$45K
DFSDreduced-639-$30.8K

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, Q3 2025

Share positions as resolved from 13F-HR 0002006405-25-000006, largest first. % of portfolio is the value over $64,442,155, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VVRINVESCO SR INCOME TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,693,740 shares; 2024Q4: 3,136,670 shares; 2025Q1: 3,418,454 shares; 2025Q2: 3,242,878 shares; 2025Q3: 3,472,143 shares 3,472,143$12M18.64%+229,265Timeline
WTPIWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,088 shares; 2024Q4: 119,175 shares; 2025Q1: 154,914 shares; 2025Q2: 166,383 shares; 2025Q3: 186,902 shares 186,902$6.22M9.65%+20,519Timeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,560 shares; 2024Q4: 204,234 shares; 2025Q1: 269,678 shares; 2025Q2: 279,522 shares; 2025Q3: 322,790 shares 322,790$5.49M8.52%+43,268Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,922 shares; 2024Q4: 12,083 shares; 2025Q1: 11,910 shares; 2025Q2: 12,423 shares; 2025Q3: 12,386 shares 12,386$3.49M5.42%-37Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,546 shares; 2024Q4: 12,348 shares; 2025Q1: 12,149 shares; 2025Q2: 12,147 shares; 2025Q3: 12,079 shares 12,079$3.08M4.77%-68Timeline
FNXFIRST TR EXCHANGE-TRADED ALPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,408 shares; 2024Q4: 21,428 shares; 2025Q1: 21,352 shares; 2025Q2: 22,404 shares; 2025Q3: 22,413 shares 22,413$2.81M4.36%+9Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,336 shares; 2024Q4: 46,086 shares; 2025Q1: 41,768 shares; 2025Q2: 41,123 shares; 2025Q3: 40,484 shares 40,484$1.95M3.03%-639Timeline
NVSNOVARTIS AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,817 shares; 2024Q4: 13,817 shares; 2025Q1: 13,215 shares; 2025Q2: 13,215 shares; 2025Q3: 13,214 shares 13,214$1.69M2.63%-1Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,971 shares; 2024Q4: 15,258 shares; 2025Q1: 15,441 shares; 2025Q2: 19,030 shares; 2025Q3: 25,440 shares 25,440$1.45M2.25%+6,410Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,896 shares; 2024Q4: 4,912 shares; 2025Q1: 4,920 shares; 2025Q2: 4,816 shares; 2025Q3: 4,821 shares 4,821$1.25M1.94%+5Timeline
ROBOEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,411 shares; 2024Q4: 17,474 shares; 2025Q1: 17,474 shares; 2025Q2: 18,024 shares; 2025Q3: 18,023 shares 18,023$1.18M1.83%-1Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,511 shares; 2024Q4: 35,511 shares; 2025Q1: 34,761 shares; 2025Q2: 34,761 shares; 2025Q3: 34,739 shares 34,739$1.14M1.77%-22Timeline
IHAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,888 shares; 2024Q4: 21,931 shares; 2025Q1: 21,931 shares; 2025Q2: 21,932 shares; 2025Q3: 21,695 shares 21,695$1.14M1.76%-237Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,999 shares; 2024Q4: 12,083 shares; 2025Q1: 12,156 shares; 2025Q2: 12,700 shares; 2025Q3: 12,734 shares 12,734$1.11M1.72%+34Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,378 shares; 2024Q4: 21,378 shares; 2025Q1: 21,378 shares; 2025Q2: 21,378 shares; 2025Q3: 21,378 shares 21,378$978K1.52%0Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,427 shares; 2024Q4: 23,941 shares; 2025Q1: 23,941 shares; 2025Q2: 23,908 shares; 2025Q3: 23,881 shares 23,881$921K1.43%-27Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,213 shares; 2024Q4: 15,236 shares; 2025Q1: 15,243 shares; 2025Q2: 15,255 shares; 2025Q3: 15,268 shares 15,268$917K1.42%+13Timeline
RYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,275 shares; 2024Q4: 62,541 shares; 2025Q1: 64,990 shares; 2025Q2: 56,723 shares; 2025Q3: 58,283 shares 58,283$877K1.36%+1,560Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: 628 shares; 2025Q1: 589 shares; 2025Q2: 1,135 shares; 2025Q3: 1,249 shares 1,249$832K1.29%+114Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,191 shares; 2025Q1: 1,191 shares; 2025Q2: 1,740 shares; 2025Q3: 2,341 shares 2,341$768K1.19%+601Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,906 shares; 2024Q4: 6,911 shares; 2025Q1: 6,684 shares; 2025Q2: 6,626 shares; 2025Q3: 7,129 shares 7,129$745K1.16%+503Timeline
AIQGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,896 shares 14,896$736K1.14%newTimeline
XSMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,775 shares; 2024Q4: 9,785 shares; 2025Q1: 9,798 shares; 2025Q2: 9,805 shares; 2025Q3: 9,812 shares 9,812$722K1.12%+7Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,371 shares; 2024Q4: 2,372 shares; 2025Q1: 2,374 shares; 2025Q2: 2,374 shares; 2025Q3: 2,376 shares 2,376$707K1.1%+2Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,151 shares; 2024Q4: 5,106 shares; 2025Q1: 5,127 shares; 2025Q2: 5,197 shares; 2025Q3: 5,763 shares 5,763$694K1.08%+566Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,767 shares; 2025Q1: 6,500 shares; 2025Q2: 6,295 shares; 2025Q3: 6,091 shares 6,091$687K1.07%-204Timeline
SBSISOUTHSIDE BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,242 shares; 2024Q4: 24,242 shares; 2025Q1: 24,242 shares; 2025Q2: 24,242 shares; 2025Q3: 24,242 shares 24,242$685K1.06%0Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,936 shares; 2024Q4: 7,937 shares; 2025Q1: 7,937 shares; 2025Q2: 8,657 shares; 2025Q3: 8,657 shares 8,657$658K1.02%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 430 shares; 2025Q1: 432 shares; 2025Q2: 826 shares; 2025Q3: 1,022 shares 1,022$614K0.95%+196Timeline
XMHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,336 shares; 2024Q4: 5,237 shares; 2025Q1: 5,337 shares; 2025Q2: 5,409 shares; 2025Q3: 5,713 shares 5,713$600K0.93%+304Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697 shares; 2024Q4: 697 shares; 2025Q1: 697 shares; 2025Q2: 697 shares; 2025Q3: 697 shares 697$520K0.81%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 1,779 shares; 2025Q1: 1,815 shares; 2025Q2: 1,816 shares; 2025Q3: 1,170 shares 1,170$520K0.81%-646Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,955 shares; 2024Q4: 8,984 shares; 2025Q1: 9,019 shares; 2025Q2: 9,042 shares; 2025Q3: 8,822 shares 8,822$475K0.74%-220Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,716 shares; 2024Q4: 20,169 shares; 2025Q1: 20,186 shares; 2025Q2: 18,355 shares; 2025Q3: 18,382 shares 18,382$473K0.73%+27Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,567 shares; 2024Q4: 7,621 shares; 2025Q1: 7,649 shares; 2025Q2: 13,005 shares; 2025Q3: 13,047 shares 13,047$442K0.69%+42Timeline
XYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,410 shares; 2024Q4: 8,125 shares; 2025Q1: 8,516 shares; 2025Q2: 8,774 shares; 2025Q3: 10,265 shares 10,265$403K0.63%+1,491Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 1,841 shares; 2025Q1: 1,841 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares 1,841$384K0.6%0Timeline
NUKZEXCHANGE TRADED CONCEPTS TRUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,906 shares 5,906$384K0.6%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 888 shares; 2024Q4: 820 shares; 2025Q1: 718 shares; 2025Q2: 718 shares; 2025Q3: 696 shares 696$360K0.56%-22Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,666 shares; 2024Q4: 5,670 shares; 2025Q1: 5,687 shares; 2025Q2: 5,706 shares; 2025Q3: 3,658 shares 3,658$346K0.54%-2,048Timeline
PWVINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,467 shares; 2024Q4: 4,462 shares; 2025Q1: 4,629 shares; 2025Q2: 4,756 shares; 2025Q3: 5,244 shares 5,244$342K0.53%+488Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,517 shares; 2025Q3: 1,477 shares 1,477$324K0.5%-40Timeline
GTOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,560 shares; 2025Q3: 6,560 shares 6,560$312K0.48%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 1,634 shares; 2025Q1: 1,634 shares; 2025Q2: 1,634 shares; 2025Q3: 1,631 shares 1,631$302K0.47%-3Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,666 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,274 shares; 2025Q3: 1,494 shares 1,494$279K0.43%+220Timeline
XHESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,535 shares; 2024Q4: 3,535 shares; 2025Q1: 3,535 shares; 2025Q2: 3,535 shares; 2025Q3: 3,535 shares 3,535$278K0.43%0Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,629 shares; 2024Q4: 3,629 shares; 2025Q1: 3,629 shares; 2025Q2: 3,629 shares; 2025Q3: 3,629 shares 3,629$270K0.42%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,592 shares; 2024Q4: 5,210 shares; 2025Q1: 5,216 shares; 2025Q2: 5,222 shares; 2025Q3: 5,227 shares 5,227$270K0.42%+5Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 840 shares; 2025Q2: 792 shares; 2025Q3: 751 shares 751$267K0.41%-41Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,096 shares; 2024Q4: 4,054 shares; 2025Q1: 4,143 shares; 2025Q2: 2,442 shares; 2025Q3: 2,786 shares 2,786$263K0.41%+344Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 330 shares; 2025Q3: 330 shares 330$242K0.38%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 862 shares 862$210K0.33%newTimeline
QYLGGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,916 shares 6,916$203K0.31%newTimeline
QUBTQUANTUM COMPUTING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares 10,200$188K0.29%0Timeline
IEPICAHN ENTERPRISES LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,698 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,165 shares 14,165$119K0.19%newTimeline
GALTGALECTIN THERAPEUTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,003 shares; 2024Q4: 36,003 shares; 2025Q1: 36,003 shares; 2025Q2: 36,003 shares; 2025Q3: 25,377 shares 25,377$107K0.17%-10,626Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
VERITEX HLDGS INCVERITEX HLDGS INC66,005$1.72Mshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002006405-25-000006 base2025-11-04acceptance time not in the bulk data set