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Stockman Wealth Management, Inc.

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13F filer, CIK 1389400, BILLINGS, MT

Stockman Wealth Management, Inc. reported $805,817,200 across 175 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-16. Its ten largest share positions make up 37.5% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001389400-25-000010

Period
2025-09-30
Reported value
$806M
Holdings
175
Top 10 weight
37.5%
New
10
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MBBadded+69,649$6.63M
IJHadded+30,896$2.02M
VEUnew+20,024$1.43M
IBTMadded+46,670$1.08M
UPSadded+12,141$1.01M

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
NVDAreduced-7,755-$1.45M
EFAexited-13,969-$1.25M
GOOGLreduced-3,192-$776K
CATreduced-1,536-$733K
IWMexited-3,012-$650K

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 0001389400-25-000010, largest first. % of portfolio is the value over $805,817,200, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,665 shares; 2024Q4: not reported; 2025Q1: 298,073 shares; 2025Q2: 423,876 shares; 2025Q3: 493,525 shares 493,525$47M5.83%+69,649Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,487 shares; 2024Q4: 456,554 shares; 2025Q1: 342,339 shares; 2025Q2: 347,595 shares; 2025Q3: 350,608 shares 350,608$41.7M5.17%+3,013Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 844,212 shares; 2024Q4: 927,294 shares; 2025Q1: 648,722 shares; 2025Q2: 625,238 shares; 2025Q3: 636,954 shares 636,954$33.8M4.19%+11,716Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 350,360 shares; 2024Q4: 371,042 shares; 2025Q1: 406,350 shares; 2025Q2: 403,344 shares; 2025Q3: 414,108 shares 414,108$33.2M4.12%+10,764Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,105 shares; 2024Q4: 17,407 shares; 2025Q1: 347,537 shares; 2025Q2: 407,461 shares; 2025Q3: 438,357 shares 438,357$28.6M3.55%+30,896Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,466 shares; 2024Q4: 101,345 shares; 2025Q1: 101,437 shares; 2025Q2: 105,504 shares; 2025Q3: 107,156 shares 107,156$27.3M3.39%+1,652Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,978 shares; 2024Q4: 50,577 shares; 2025Q1: 52,730 shares; 2025Q2: 52,199 shares; 2025Q3: 51,574 shares 51,574$26.7M3.32%-625Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,905 shares; 2024Q4: 75,100 shares; 2025Q1: 72,167 shares; 2025Q2: 72,299 shares; 2025Q3: 71,268 shares 71,268$22.5M2.79%-1,031Timeline
EMXCISHARES 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: 305,709 shares; 2025Q2: 310,675 shares; 2025Q3: 313,924 shares 313,924$21.2M2.63%+3,249Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,394 shares; 2024Q4: 89,342 shares; 2025Q1: 89,148 shares; 2025Q2: 91,608 shares; 2025Q3: 92,379 shares 92,379$20.3M2.52%+771Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,361 shares; 2024Q4: 17,055 shares; 2025Q1: 19,500 shares; 2025Q2: 20,200 shares; 2025Q3: 20,498 shares 20,498$19.8M2.46%+298Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,980 shares; 2024Q4: 37,376 shares; 2025Q1: 39,407 shares; 2025Q2: 40,649 shares; 2025Q3: 39,113 shares 39,113$18.7M2.32%-1,536Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,773 shares; 2024Q4: 3,728 shares; 2025Q1: 4,108 shares; 2025Q2: 106,940 shares; 2025Q3: 99,185 shares 99,185$18.5M2.3%-7,755Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,556 shares; 2024Q4: 69,987 shares; 2025Q1: 71,863 shares; 2025Q2: 74,832 shares; 2025Q3: 71,640 shares 71,640$17.4M2.16%-3,192Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,478 shares; 2024Q4: 253,877 shares; 2025Q1: 250,399 shares; 2025Q2: 251,540 shares; 2025Q3: 254,013 shares 254,013$17.4M2.16%+2,473Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,113 shares; 2024Q4: 123,973 shares; 2025Q1: 123,645 shares; 2025Q2: 126,703 shares; 2025Q3: 126,710 shares 126,710$15.2M1.89%+7Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,921 shares; 2024Q4: 128,012 shares; 2025Q1: 151,065 shares; 2025Q2: 168,864 shares; 2025Q3: 177,975 shares 177,975$14.9M1.85%+9,111Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,283 shares; 2025Q1: 1,270 shares; 2025Q2: 41,259 shares; 2025Q3: 43,123 shares 43,123$14.3M1.78%+1,864Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,183 shares; 2024Q4: 258,373 shares; 2025Q1: 275,338 shares; 2025Q2: 288,982 shares; 2025Q3: 294,539 shares 294,539$14.2M1.77%+5,557Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,219 shares; 2024Q4: 243,427 shares; 2025Q1: 249,487 shares; 2025Q2: 256,347 shares; 2025Q3: 256,446 shares 256,446$13.2M1.64%+99Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,785 shares; 2024Q4: 65,962 shares; 2025Q1: 80,131 shares; 2025Q2: 87,298 shares; 2025Q3: 90,347 shares 90,347$12.7M1.57%+3,049Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,720 shares; 2024Q4: 6,355 shares; 2025Q1: 48,891 shares; 2025Q2: 73,455 shares; 2025Q3: 75,577 shares 75,577$12.6M1.56%+2,122Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,568 shares; 2024Q4: 97,310 shares; 2025Q1: 103,310 shares; 2025Q2: 106,893 shares; 2025Q3: 110,863 shares 110,863$12.5M1.55%+3,970Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,457 shares; 2024Q4: 68,064 shares; 2025Q1: 72,145 shares; 2025Q2: 76,498 shares; 2025Q3: 78,668 shares 78,668$12.2M1.52%+2,170Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,665 shares; 2024Q4: 68,313 shares; 2025Q1: 71,825 shares; 2025Q2: 73,720 shares; 2025Q3: 77,506 shares 77,506$11.9M1.48%+3,786Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,517 shares; 2024Q4: 217,200 shares; 2025Q1: 257,201 shares; 2025Q2: 261,321 shares; 2025Q3: 269,493 shares 269,493$11.6M1.44%+8,172Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,463 shares; 2024Q4: 106,005 shares; 2025Q1: 113,977 shares; 2025Q2: 118,492 shares; 2025Q3: 121,461 shares 121,461$11.6M1.44%+2,969Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,537 shares; 2024Q4: 46,982 shares; 2025Q1: 50,042 shares; 2025Q2: 51,047 shares; 2025Q3: 52,783 shares 52,783$11.1M1.38%+1,736Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,937 shares; 2024Q4: 18,482 shares; 2025Q1: 20,609 shares; 2025Q2: 21,198 shares; 2025Q3: 21,951 shares 21,951$11M1.36%+753Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,890 shares; 2024Q4: 113,059 shares; 2025Q1: 111,106 shares; 2025Q2: 120,999 shares; 2025Q3: 127,280 shares 127,280$10.8M1.34%+6,281Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86,673 shares; 2025Q1: 99,005 shares; 2025Q2: 112,956 shares; 2025Q3: 125,097 shares 125,097$10.4M1.3%+12,141Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,687 shares; 2024Q4: 32,271 shares; 2025Q1: 36,570 shares; 2025Q2: 37,750 shares; 2025Q3: 36,741 shares 36,741$10.4M1.29%-1,009Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 299,101 shares; 2024Q4: 289,375 shares; 2025Q1: 355,871 shares; 2025Q2: 386,720 shares; 2025Q3: 404,347 shares 404,347$10.3M1.28%+17,627Timeline
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,462 shares; 2024Q4: 100,652 shares; 2025Q1: 111,186 shares; 2025Q2: 115,875 shares; 2025Q3: 117,786 shares 117,786$9.7M1.2%+1,911Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,566 shares; 2024Q4: 190,298 shares; 2025Q1: 230,937 shares; 2025Q2: 263,251 shares; 2025Q3: 281,153 shares 281,153$9.66M1.2%+17,902Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,231 shares; 2024Q4: 20,457 shares; 2025Q1: 21,322 shares; 2025Q2: 21,859 shares; 2025Q3: 22,185 shares 22,185$8.99M1.12%+326Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,931 shares; 2024Q4: 154,859 shares; 2025Q1: 172,648 shares; 2025Q2: 175,487 shares; 2025Q3: 180,847 shares 180,847$7.95M0.99%+5,360Timeline
LENLENNAR CORPQuarterly 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: 58,220 shares; 2025Q2: 60,512 shares; 2025Q3: 62,976 shares 62,976$7.94M0.99%+2,464Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,103 shares; 2024Q4: 115,313 shares; 2025Q1: 114,391 shares; 2025Q2: 114,068 shares; 2025Q3: 114,351 shares 114,351$6.16M0.76%+283Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,322 shares; 2024Q4: 8,353 shares; 2025Q1: 7,988 shares; 2025Q2: 8,226 shares; 2025Q3: 9,095 shares 9,095$6.09M0.76%+869Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,240 shares; 2024Q4: 29,304 shares; 2025Q1: 33,719 shares; 2025Q2: 34,694 shares; 2025Q3: 35,231 shares 35,231$5.43M0.67%+537Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,803 shares; 2024Q4: 32,565 shares; 2025Q1: 32,806 shares; 2025Q2: 34,806 shares; 2025Q3: 37,134 shares 37,134$5.17M0.64%+2,328Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,622 shares; 2024Q4: 19,247 shares; 2025Q1: 19,838 shares; 2025Q2: 20,109 shares; 2025Q3: 20,100 shares 20,100$4.82M0.6%-9Timeline
IBTJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 159,991 shares; 2024Q4: 176,100 shares; 2025Q1: 188,172 shares; 2025Q2: 199,449 shares; 2025Q3: 206,973 shares 206,973$4.54M0.56%+7,524Timeline
IBTHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,124 shares; 2024Q4: 162,533 shares; 2025Q1: 175,367 shares; 2025Q2: 185,876 shares; 2025Q3: 193,074 shares 193,074$4.35M0.54%+7,198Timeline
IBTKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,539 shares; 2024Q4: 177,745 shares; 2025Q1: 195,354 shares; 2025Q2: 208,753 shares; 2025Q3: 218,144 shares 218,144$4.34M0.54%+9,391Timeline
IBTIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,149 shares; 2024Q4: 150,180 shares; 2025Q1: 164,217 shares; 2025Q2: 174,695 shares; 2025Q3: 183,335 shares 183,335$4.1M0.51%+8,640Timeline
IBTLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,399 shares; 2024Q4: 113,716 shares; 2025Q1: 159,337 shares; 2025Q2: 178,712 shares; 2025Q3: 193,708 shares 193,708$3.98M0.49%+14,996Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,568 shares; 2024Q4: 35,463 shares; 2025Q1: 36,823 shares; 2025Q2: 38,787 shares; 2025Q3: 40,511 shares 40,511$3.62M0.45%+1,724Timeline
IBTGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,688 shares; 2024Q4: 130,639 shares; 2025Q1: 141,204 shares; 2025Q2: 149,045 shares; 2025Q3: 156,529 shares 156,529$3.59M0.45%+7,484Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,455 shares; 2024Q4: 46,464 shares; 2025Q1: 44,079 shares; 2025Q2: 44,180 shares; 2025Q3: 45,776 shares 45,776$3.59M0.45%+1,596Timeline
FIBKFIRST INTST BANCSYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,518 shares; 2024Q4: 93,372 shares; 2025Q1: 93,186 shares; 2025Q2: 97,395 shares; 2025Q3: 95,869 shares 95,869$3.06M0.38%-1,526Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,989 shares; 2024Q4: 4,697 shares; 2025Q1: 4,867 shares; 2025Q2: 4,860 shares; 2025Q3: 4,672 shares 4,672$2.86M0.36%-188Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,963 shares; 2024Q4: 118,060 shares; 2025Q1: 129,296 shares; 2025Q2: 127,888 shares; 2025Q3: 119,006 shares 119,006$2.78M0.35%-8,882
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,587 shares; 2024Q4: 21,147 shares; 2025Q1: 22,116 shares; 2025Q2: 21,007 shares; 2025Q3: 26,513 shares 26,513$2.66M0.33%+5,506Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,525 shares; 2024Q4: 38,123 shares; 2025Q1: 37,928 shares; 2025Q2: 5,633 shares; 2025Q3: 5,138 shares 5,138$2.58M0.32%-495Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,699 shares; 2024Q4: 21,628 shares; 2025Q1: 21,195 shares; 2025Q2: 21,512 shares; 2025Q3: 21,607 shares 21,607$2.56M0.32%+95Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,857 shares; 2024Q4: 135,901 shares; 2025Q1: 94,341 shares; 2025Q2: 91,506 shares; 2025Q3: 86,326 shares 86,326$2.27M0.28%-5,180Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,708 shares; 2024Q4: 66,125 shares; 2025Q1: 61,180 shares; 2025Q2: 7,894 shares; 2025Q3: 7,652 shares 7,652$2.16M0.27%-242Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,189 shares; 2024Q4: 2,770 shares; 2025Q1: 2,464 shares; 2025Q2: 2,360 shares; 2025Q3: 2,315 shares 2,315$2.14M0.27%-45Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,966 shares; 2024Q4: 7,965 shares; 2025Q1: 8,460 shares; 2025Q2: 8,385 shares; 2025Q3: 7,660 shares 7,660$1.87M0.23%-725Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,685 shares; 2024Q4: 42,010 shares; 2025Q1: 76,325 shares; 2025Q2: 78,795 shares; 2025Q3: 85,696 shares 85,696$1.85M0.23%+6,901Timeline
IBTMISHARES 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: not reported; 2025Q2: 18,718 shares; 2025Q3: 65,388 shares 65,388$1.51M0.19%+46,670Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,940 shares; 2024Q4: 22,966 shares; 2025Q1: 22,940 shares; 2025Q2: 19,195 shares; 2025Q3: 18,775 shares 18,775$1.5M0.19%-420Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,109 shares; 2024Q4: 5,840 shares; 2025Q1: 5,599 shares; 2025Q2: 5,599 shares; 2025Q3: 5,218 shares 5,218$1.47M0.18%-381Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,800 shares; 2024Q4: 11,813 shares; 2025Q1: 11,813 shares; 2025Q2: 11,813 shares; 2025Q3: 11,813 shares 11,813$1.46M0.18%0Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,155 shares; 2024Q4: 55,858 shares; 2025Q1: 58,025 shares; 2025Q2: 60,495 shares; 2025Q3: 61,025 shares 61,025$1.43M0.18%+530Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly 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: 20,024 shares 20,024$1.43M0.18%newTimeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,493 shares; 2024Q4: 10,656 shares; 2025Q1: 10,651 shares; 2025Q2: 10,629 shares; 2025Q3: 10,697 shares 10,697$1.29M0.16%+68Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 1,638 shares; 2025Q1: 1,665 shares; 2025Q2: 1,631 shares; 2025Q3: 1,631 shares 1,631$1.24M0.15%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,469 shares; 2024Q4: 7,153 shares; 2025Q1: 7,014 shares; 2025Q2: 6,641 shares; 2025Q3: 6,415 shares 6,415$1.19M0.15%-226Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,914 shares; 2024Q4: 6,205 shares; 2025Q1: 6,191 shares; 2025Q2: 3,475 shares; 2025Q3: 3,528 shares 3,528$1.16M0.14%+53Timeline
XLBSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,478 shares; 2024Q4: 11,151 shares; 2025Q1: 11,955 shares; 2025Q2: 12,333 shares; 2025Q3: 12,841 shares 12,841$1.15M0.14%+508Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,066 shares; 2024Q4: 59,666 shares; 2025Q1: 62,566 shares; 2025Q2: 63,466 shares; 2025Q3: 64,366 shares 64,366$1.1M0.14%+900Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,089 shares; 2025Q1: 1,500 shares; 2025Q2: 1,481 shares; 2025Q3: 4,302 shares 4,302$1.09M0.14%+2,821Timeline
USACUSA COMPRESSION PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,001 shares; 2024Q4: 45,001 shares; 2025Q1: 45,001 shares; 2025Q2: 45,001 shares; 2025Q3: 45,001 shares 45,001$1.08M0.13%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 3,011 shares; 2025Q1: 3,070 shares; 2025Q2: 3,070 shares; 2025Q3: 3,068 shares 3,068$1.05M0.13%-2Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 2,321 shares; 2025Q1: 2,171 shares; 2025Q2: 2,171 shares; 2025Q3: 2,171 shares 2,171$1.02M0.13%0Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,322 shares; 2024Q4: 26,222 shares; 2025Q1: 27,122 shares; 2025Q2: 28,022 shares; 2025Q3: 29,609 shares 29,609$926K0.11%+1,587Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 169 shares 169$912K0.11%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,255 shares; 2025Q1: 2,569 shares; 2025Q2: 2,864 shares; 2025Q3: 3,164 shares 3,164$884K0.11%+300Timeline
AMANTERO MIDSTREAM CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares 45,000$875K0.11%0Timeline
AZNASTRAZENECA PLC-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,689 shares; 2024Q4: 11,689 shares; 2025Q1: 11,277 shares; 2025Q2: 11,277 shares; 2025Q3: 11,277 shares 11,277$865K0.11%0Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,581 shares; 2024Q4: 7,316 shares; 2025Q1: 7,251 shares; 2025Q2: 6,762 shares; 2025Q3: 6,282 shares 6,282$824K0.1%-480Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,951 shares; 2024Q4: 6,433 shares; 2025Q1: 6,531 shares; 2025Q2: 6,419 shares; 2025Q3: 6,454 shares 6,454$799K0.1%+35Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares 10,700$781K0.1%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,303 shares; 2025Q1: 1,457 shares; 2025Q2: 1,244 shares; 2025Q3: 1,510 shares 1,510$724K0.09%+266Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,168 shares; 2024Q4: 5,763 shares; 2025Q1: 5,673 shares; 2025Q2: 5,729 shares; 2025Q3: 5,382 shares 5,382$721K0.09%-347Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,459 shares; 2024Q4: 30,746 shares; 2025Q1: 2,629 shares; 2025Q2: 2,684 shares; 2025Q3: 2,535 shares 2,535$637K0.08%-149Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,017 shares; 2025Q1: 10,017 shares; 2025Q2: 10,017 shares; 2025Q3: 10,000 shares 10,000$634K0.08%-17Timeline
USALIBERTY ALL STAR EQUITY FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,563 shares; 2024Q4: 99,563 shares; 2025Q1: 99,563 shares; 2025Q2: 99,563 shares; 2025Q3: 99,563 shares 99,563$631K0.08%0Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,215 shares; 2024Q4: 27,875 shares; 2025Q1: 28,140 shares; 2025Q2: 27,265 shares; 2025Q3: 26,795 shares 26,795$624K0.08%-470Timeline
IBDTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,569 shares; 2024Q4: 21,914 shares; 2025Q1: 24,758 shares; 2025Q2: 24,524 shares; 2025Q3: 24,104 shares 24,104$615K0.08%-420Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,670 shares; 2024Q4: 7,092 shares; 2025Q1: 7,324 shares; 2025Q2: 7,333 shares; 2025Q3: 7,567 shares 7,567$591K0.07%+234Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,468 shares; 2024Q4: 6,625 shares; 2025Q1: 7,251 shares; 2025Q2: 7,125 shares; 2025Q3: 7,409 shares 7,409$585K0.07%+284Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 1,930 shares; 2025Q1: 1,964 shares; 2025Q2: 2,027 shares; 2025Q3: 1,922 shares 1,922$584K0.07%-105Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,280 shares; 2024Q4: 9,185 shares; 2025Q1: 9,507 shares; 2025Q2: 9,417 shares; 2025Q3: 8,754 shares 8,754$581K0.07%-663Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,845 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares 2,800$578K0.07%0Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,929 shares; 2024Q4: 1,259 shares; 2025Q1: 1,259 shares; 2025Q2: 719 shares; 2025Q3: 719 shares 719$555K0.07%0Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,522 shares; 2024Q4: 18,556 shares; 2025Q1: 21,212 shares; 2025Q2: 21,062 shares; 2025Q3: 19,837 shares 19,837$553K0.07%-1,225Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 2,230 shares; 2025Q1: 2,230 shares; 2025Q2: 2,230 shares; 2025Q3: 2,234 shares 2,234$552K0.07%+4Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 2,343 shares; 2025Q1: 2,405 shares; 2025Q2: 2,267 shares; 2025Q3: 2,328 shares 2,328$539K0.07%+61Timeline
THWABRDN WORLD HEALTHCARE FUNDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,609 shares; 2024Q4: 42,609 shares; 2025Q1: 42,609 shares; 2025Q2: 42,609 shares; 2025Q3: 42,609 shares 42,609$537K0.07%0Timeline
BTIBRITISH AMERN TOB PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000$531K0.07%0Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,862 shares; 2024Q4: 1,862 shares; 2025Q1: 1,862 shares; 2025Q2: 1,862 shares; 2025Q3: 1,866 shares 1,866$521K0.06%+4Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,830 shares; 2025Q1: 1,055 shares; 2025Q2: 1,161 shares; 2025Q3: 1,167 shares 1,167$519K0.06%+6Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 1,574 shares; 2025Q1: 1,589 shares; 2025Q2: 1,575 shares; 2025Q3: 1,548 shares 1,548$511K0.06%-27Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 1,353 shares; 2025Q2: 1,353 shares; 2025Q3: 1,358 shares 1,358$502K0.06%+5Timeline
EBMTEAGLE BANCORP MONT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,803 shares; 2024Q4: 29,000 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 29,000 shares 29,000$501K0.06%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,516 shares; 2024Q4: 6,516 shares; 2025Q1: 6,501 shares; 2025Q2: 6,501 shares; 2025Q3: 6,501 shares 6,501$478K0.06%0Timeline
RITMRITHM CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares 40,000$456K0.06%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,392 shares; 2024Q4: 1,432 shares; 2025Q1: 1,483 shares; 2025Q2: 1,442 shares; 2025Q3: 1,525 shares 1,525$448K0.06%+83Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,296 shares; 2024Q4: 21,331 shares; 2025Q1: 19,552 shares; 2025Q2: 18,889 shares; 2025Q3: 18,169 shares 18,169$442K0.05%-720Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,171 shares; 2024Q4: 4,070 shares; 2025Q1: 4,144 shares; 2025Q2: 5,932 shares; 2025Q3: 5,182 shares 5,182$434K0.05%-750Timeline
FPEFIRST TR EXCH TRADED FD IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,443 shares; 2024Q4: 24,228 shares; 2025Q1: 24,230 shares; 2025Q2: 23,693 shares; 2025Q3: 23,693 shares 23,693$432K0.05%0Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,318 shares; 2024Q4: 32,850 shares; 2025Q1: 22,720 shares; 2025Q2: 22,510 shares; 2025Q3: 16,178 shares 16,178$416K0.05%-6,332Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,906 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares 1,900$414K0.05%0Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,360 shares; 2025Q1: 2,345 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares 2,045$412K0.05%0Timeline
COLBCOLUMBIA BKG SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares 16,000$412K0.05%0Timeline
KRPKIMBELL RTY PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares 30,000$405K0.05%0Timeline
LMBSFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,906 shares; 2024Q4: 15,155 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares 8,000$398K0.05%0Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,150 shares; 2024Q4: 17,971 shares; 2025Q1: 15,444 shares; 2025Q2: 15,132 shares; 2025Q3: 14,507 shares 14,507$396K0.05%-625Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 1,935 shares; 2025Q1: 1,935 shares; 2025Q2: 1,935 shares; 2025Q3: 1,910 shares 1,910$379K0.05%-25Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,369 shares; 2024Q4: 3,216 shares; 2025Q1: 3,161 shares; 2025Q2: 3,101 shares; 2025Q3: 3,258 shares 3,258$373K0.05%+157Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,018 shares; 2024Q4: 2,738 shares; 2025Q1: 2,788 shares; 2025Q2: 2,738 shares; 2025Q3: 2,738 shares 2,738$372K0.05%0Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,618 shares; 2025Q1: 1,631 shares; 2025Q2: 1,631 shares; 2025Q3: 1,633 shares 1,633$361K0.04%+2Timeline
IBHFISHARES 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: not reported; 2025Q2: not reported; 2025Q3: 15,340 shares 15,340$359K0.04%newTimeline
GBCIGLACIER BANCORP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,742 shares; 2024Q4: 9,027 shares; 2025Q1: 9,012 shares; 2025Q2: 7,135 shares; 2025Q3: 7,035 shares 7,035$342K0.04%-100Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,885 shares; 2024Q4: 4,016 shares; 2025Q1: 3,680 shares; 2025Q2: 3,873 shares; 2025Q3: 3,604 shares 3,604$341K0.04%-269Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,648 shares; 2025Q1: 1,797 shares; 2025Q2: 1,630 shares; 2025Q3: 1,534 shares 1,534$331K0.04%-96Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,047 shares; 2024Q4: 2,026 shares; 2025Q1: 2,016 shares; 2025Q2: 2,288 shares; 2025Q3: 1,961 shares 1,961$328K0.04%-327Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 825 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 925 shares 925$320K0.04%+100Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 3,591 shares; 2025Q1: 3,482 shares; 2025Q2: 3,482 shares; 2025Q3: 3,482 shares 3,482$318K0.04%0Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,271 shares; 2024Q4: not reported; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares 1,055$317K0.04%0Timeline
XEXGXEATON VANCE TAX-MANAGED GLOBQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,679 shares; 2024Q4: 34,679 shares; 2025Q1: 34,679 shares; 2025Q2: 34,679 shares; 2025Q3: 34,529 shares 34,529$314K0.04%-150Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 1,176 shares; 2025Q1: 1,506 shares; 2025Q2: 1,378 shares; 2025Q3: 1,300 shares 1,300$307K0.04%-78Timeline
NRKNUVEEN NY AMT FREEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,862 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares 30,000$306K0.04%0Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,648 shares; 2024Q4: 26,648 shares; 2025Q1: 26,648 shares; 2025Q2: 25,123 shares; 2025Q3: 25,323 shares 25,323$303K0.04%+200Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,490 shares; 2025Q2: 1,475 shares; 2025Q3: 1,475 shares 1,475$300K0.04%0Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares 2,750$300K0.04%0Timeline
AVUSAMERICAN CENTY ETF 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: not reported; 2025Q2: not reported; 2025Q3: 2,705 shares 2,705$294K0.04%newTimeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,549 shares; 2024Q4: 1,540 shares; 2025Q1: 1,540 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares 1,540$288K0.04%0Timeline
VTVVANGUARD INDEX 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: 1,217 shares; 2025Q2: not reported; 2025Q3: 1,533 shares 1,533$286K0.04%newTimeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,788 shares; 2024Q4: 338,831 shares; 2025Q1: 6,177 shares; 2025Q2: 5,685 shares; 2025Q3: 5,264 shares 5,264$285K0.04%-421Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,569 shares; 2025Q1: 1,528 shares; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares 1,528$281K0.03%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,146 shares; 2024Q4: 2,935 shares; 2025Q1: 2,935 shares; 2025Q2: 2,935 shares; 2025Q3: 2,935 shares 2,935$280K0.03%0Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,248 shares; 2024Q4: 2,248 shares; 2025Q1: 2,248 shares; 2025Q2: 2,248 shares; 2025Q3: 2,210 shares 2,210$280K0.03%-38Timeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,011 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 800 shares 800$276K0.03%-200Timeline
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: not reported; 2024Q4: not reported; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 404 shares 404$269K0.03%-5Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,341 shares; 2024Q4: 4,081 shares; 2025Q1: 4,158 shares; 2025Q2: 4,063 shares; 2025Q3: 4,063 shares 4,063$268K0.03%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,231 shares; 2025Q1: not reported; 2025Q2: 1,283 shares; 2025Q3: 1,283 shares 1,283$263K0.03%0Timeline
BSTZBLACKROCK SCIENCE & TECHNOLOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,346 shares; 2024Q4: 10,527 shares; 2025Q1: 10,887 shares; 2025Q2: 11,267 shares; 2025Q3: 11,605 shares 11,605$257K0.03%+338Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 980 shares 980$256K0.03%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,270 shares; 2025Q1: 2,324 shares; 2025Q2: 2,530 shares; 2025Q3: 2,474 shares 2,474$255K0.03%-56Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: 344 shares 344$253K0.03%+8Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 841 shares; 2025Q3: 841 shares 841$247K0.03%0Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,685 shares; 2025Q1: 1,685 shares; 2025Q2: 1,685 shares; 2025Q3: 1,685 shares 1,685$247K0.03%0Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: 3,084 shares; 2025Q1: 3,435 shares; 2025Q2: 3,165 shares; 2025Q3: 3,199 shares 3,199$241K0.03%+34Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,436 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares 1,118$241K0.03%0Timeline
EOSEATON VANCE ENHANCED EQUITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000$239K0.03%0Timeline
VLOVALERO ENERGY CORPQuarterly 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: 1,400 shares 1,400$238K0.03%newTimeline
LHLABCORP HOLDINGS 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: 825 shares; 2025Q3: 825 shares 825$237K0.03%0Timeline
EOIEATON VANCE ENHANCED EQUITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares 11,000$231K0.03%0Timeline
TAT&T 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: 8,046 shares; 2025Q2: 7,646 shares; 2025Q3: 8,061 shares 8,061$228K0.03%+415Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,359 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,346 shares 1,346$218K0.03%newTimeline
ATLOAMES NATL CORPQuarterly 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: 10,725 shares; 2025Q2: 10,725 shares; 2025Q3: 10,725 shares 10,725$217K0.03%0Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: not reported; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,530 shares 1,530$213K0.03%+50Timeline
GSGOLDMAN SACHS GROUP 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: 319 shares; 2025Q3: 261 shares 261$208K0.03%-58Timeline
DINOHF SINCLAIR CORPQuarterly 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: 3,948 shares 3,948$207K0.03%newTimeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,072 shares; 2024Q4: 3,818 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,335 shares 3,335$203K0.03%newTimeline
CMICUMMINS 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: 479 shares 479$202K0.03%newTimeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 707 shares; 2024Q4: not reported; 2025Q1: 689 shares; 2025Q2: not reported; 2025Q3: 716 shares 716$202K0.03%newTimeline
UMHUMH PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,750 shares; 2024Q4: 10,750 shares; 2025Q1: 10,750 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000$148K0.02%0Timeline
BCXBLACKROCK RES & COMMODITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,595 shares; 2024Q4: 13,595 shares; 2025Q1: 13,595 shares; 2025Q2: 13,595 shares; 2025Q3: 13,595 shares 13,595$138K0.02%0Timeline
CGENCOMPUGEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 10,000 shares 10,000$14.7K<0.01%-6,000Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
EFAISHARES TR13,969$1.25Mshares
IWMISHARES TR3,012$650Kshares
ECLECOLAB INC873$235Kshares
MMM3M CO1,489$227Kshares
DEDEERE & CO433$220Kshares
XLUSELECT SECTOR SPDR TR2,489$203Kshares
AIOVIRTUS ARTIFICIAL INTELLIGEN8,131$202Kshares
RIGTRANSOCEAN LTD11,000$28.5Kshares

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 0001389400-25-000010 base2025-10-16acceptance time not in the bulk data set