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Strategic Planning, Inc.

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13F filer, CIK 1925220, Columbus, OH

Strategic Planning, Inc. reported $199,290,204 across 54 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-18. Its ten largest share positions make up 65.6% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001213900-26-058124

Period
2026-03-31
Reported value
$199M
Holdings
54
Top 10 weight
65.6%
New
10
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MSFTadded+30,363$11.2M
AMZNadded+52,488$10.8M
WDAYnew+45,328$5.89M
VZnew+113,705$5.71M
SNYnew+72,259$3.48M

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
DOWreduced-484,744-$20.2M
PNCexited-34,491-$7.2M
AEEexited-42,826-$4.28M
HBANexited-195,931-$3.4M
CMGexited-77,606-$2.87M

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 0001213900-26-058124, largest first. % of portfolio is the value over $199,290,205, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 64,702 shares; 2025Q2: 63,476 shares; 2025Q3: 63,423 shares; 2025Q4: 63,021 shares; 2026Q1: 115,509 shares 115,509$23.7M11.88%+52,488Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 239,222 shares; 2025Q2: 240,237 shares; 2025Q3: 511,497 shares; 2025Q4: 1,003,418 shares; 2026Q1: 518,674 shares 518,674$21.6M10.84%-484,744Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 82,547 shares; 2025Q2: 81,703 shares; 2025Q3: 81,887 shares; 2025Q4: 80,558 shares; 2026Q1: 79,986 shares 79,986$20.3M10.19%-572Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 86,703 shares; 2025Q2: 86,076 shares; 2025Q3: 86,496 shares; 2025Q4: 81,558 shares; 2026Q1: 85,461 shares 85,461$14.9M7.48%+3,903Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,575 shares; 2025Q2: 1,500 shares; 2025Q3: 1,748 shares; 2025Q4: 1,752 shares; 2026Q1: 32,115 shares 32,115$11.9M5.97%+30,363Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 145,437 shares; 2025Q2: 143,214 shares; 2025Q3: 144,447 shares; 2025Q4: 144,609 shares; 2026Q1: 146,342 shares 146,342$10.5M5.27%+1,733Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 846,650 shares; 2025Q2: 850,648 shares; 2025Q3: 859,443 shares; 2025Q4: 839,564 shares; 2026Q1: 867,340 shares 867,340$10M5.02%+27,776Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 283,368 shares; 2025Q2: 279,385 shares; 2025Q3: 282,926 shares; 2025Q4: 274,454 shares; 2026Q1: 277,613 shares 277,613$6.24M3.13%+3,159Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,328 shares 45,328$5.89M2.95%newTimeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,705 shares 113,705$5.71M2.86%newTimeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 80,279 shares; 2025Q2: 79,995 shares; 2025Q3: 79,919 shares; 2025Q4: 80,075 shares; 2026Q1: 81,214 shares 81,214$5.36M2.69%+1,139Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 19,075 shares; 2025Q2: 18,978 shares; 2025Q3: 18,786 shares; 2025Q4: 19,379 shares; 2026Q1: 18,487 shares 18,487$5.3M2.66%-892Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 82,665 shares; 2025Q2: 81,900 shares; 2025Q3: 80,042 shares; 2025Q4: 78,629 shares; 2026Q1: 77,972 shares 77,972$4.82M2.42%-657Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 28,570 shares; 2025Q2: 28,025 shares; 2025Q3: 28,024 shares; 2025Q4: 28,103 shares; 2026Q1: 28,082 shares 28,082$4.76M2.39%-21Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,511 shares; 2025Q4: 47,090 shares; 2026Q1: 47,167 shares 47,167$4.64M2.33%+77Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,270 shares; 2026Q1: 6,325 shares 6,325$4.11M2.06%+55Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 73,592 shares; 2025Q2: 72,520 shares; 2025Q3: 72,552 shares; 2025Q4: 71,875 shares; 2026Q1: 73,364 shares 73,364$3.88M1.94%+1,489Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,169 shares; 2025Q4: 43,800 shares; 2026Q1: 46,951 shares 46,951$3.84M1.93%+3,151Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,644 shares; 2025Q2: 11,456 shares; 2025Q3: 11,466 shares; 2025Q4: 11,458 shares; 2026Q1: 11,332 shares 11,332$3.83M1.92%-126Timeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,259 shares 72,259$3.48M1.75%newTimeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 19,139 shares; 2025Q2: 19,187 shares; 2025Q3: 19,238 shares; 2025Q4: 19,128 shares; 2026Q1: 18,848 shares 18,848$2.72M1.37%-280Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,653 shares; 2026Q1: 72,366 shares 72,366$2.66M1.33%+1,713Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 51,808 shares; 2025Q2: 50,455 shares; 2025Q3: 50,888 shares; 2025Q4: 49,597 shares; 2026Q1: 49,697 shares 49,697$2.44M1.22%+100Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 58,331 shares; 2025Q2: 58,238 shares; 2025Q3: 57,925 shares; 2025Q4: 54,553 shares; 2026Q1: 52,751 shares 52,751$1.96M0.99%-1,802Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,817 shares; 2025Q2: 3,445 shares; 2025Q3: 3,457 shares; 2025Q4: 2,369 shares; 2026Q1: 3,303 shares 3,303$1.23M0.62%+934Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,187 shares; 2025Q2: 4,082 shares; 2025Q3: 4,147 shares; 2025Q4: 4,114 shares; 2026Q1: 4,175 shares 4,175$1.18M0.59%+61Timeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,051 shares; 2025Q2: 10,051 shares; 2025Q3: 10,051 shares; 2025Q4: 9,713 shares; 2026Q1: 9,713 shares 9,713$896K0.45%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 988 shares; 2025Q2: 968 shares; 2025Q3: 1,004 shares; 2025Q4: 996 shares; 2026Q1: 1,017 shares 1,017$888K0.45%+21Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,280 shares 3,280$813K0.41%newTimeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,659 shares; 2025Q2: 5,711 shares; 2025Q3: 5,760 shares; 2025Q4: 5,807 shares; 2026Q1: 5,856 shares 5,856$768K0.39%+49Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 753 shares; 2025Q2: 754 shares; 2025Q3: 758 shares; 2025Q4: 758 shares; 2026Q1: 758 shares 758$755K0.38%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,434 shares; 2025Q2: 5,462 shares; 2025Q3: 5,599 shares; 2025Q4: 5,589 shares; 2026Q1: 5,609 shares 5,609$697K0.35%+20Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,561 shares; 2025Q2: 7,404 shares; 2025Q3: 7,333 shares; 2025Q4: 7,185 shares; 2026Q1: 7,023 shares 7,023$588K0.29%-162Timeline
TRXTRX GOLD CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 329,133 shares; 2025Q2: not reported; 2025Q3: 329,133 shares; 2025Q4: 329,133 shares; 2026Q1: 329,133 shares 329,133$494K0.25%0Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,018 shares; 2025Q2: 3,946 shares; 2025Q3: 3,966 shares; 2025Q4: 3,606 shares; 2026Q1: 3,606 shares 3,606$472K0.24%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,356 shares; 2026Q1: 1,360 shares 1,360$436K0.22%+4Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,879 shares; 2025Q2: 2,879 shares; 2025Q3: 2,879 shares; 2025Q4: 2,879 shares; 2026Q1: 2,879 shares 2,879$431K0.22%0Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,647 shares; 2025Q2: 7,611 shares; 2025Q3: 7,637 shares; 2025Q4: 7,550 shares; 2026Q1: 7,578 shares 7,578$427K0.21%+28Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,142 shares; 2025Q2: 1,148 shares; 2025Q3: 1,153 shares; 2025Q4: 1,158 shares; 2026Q1: 1,163 shares 1,163$399K0.2%+5Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 502 shares; 2025Q2: 491 shares; 2025Q3: 769 shares; 2025Q4: 769 shares; 2026Q1: 769 shares 769$369K0.18%0Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,856 shares; 2025Q2: 1,107 shares; 2025Q3: 1,107 shares; 2025Q4: not reported; 2026Q1: 1,824 shares 1,824$363K0.18%newTimeline
SIEGYSIEMENS AG-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,522 shares; 2025Q2: 2,522 shares; 2025Q3: 2,647 shares; 2025Q4: 2,647 shares; 2026Q1: 2,647 shares 2,647$323K0.16%0Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,062 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,071 shares; 2026Q1: 1,074 shares 1,074$321K0.16%+3Timeline
ARMKARAMARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,861 shares; 2025Q2: 7,881 shares; 2025Q3: 7,902 shares; 2025Q4: 7,643 shares; 2026Q1: 7,666 shares 7,666$311K0.16%+23Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 406 shares; 2025Q2: 372 shares; 2025Q3: 501 shares; 2025Q4: 505 shares; 2026Q1: 539 shares 539$309K0.15%+34Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,552 shares; 2025Q2: 15,542 shares; 2025Q3: 15,647 shares; 2025Q4: 15,678 shares; 2026Q1: 15,873 shares 15,873$305K0.15%+195Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,130 shares 3,130$304K0.15%newTimeline
BWABORGWARNER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,310 shares; 2025Q4: 5,131 shares; 2026Q1: 5,148 shares 5,148$279K0.14%+17Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,559 shares; 2025Q2: 3,544 shares; 2025Q3: 3,501 shares; 2025Q4: 3,335 shares; 2026Q1: 3,352 shares 3,352$258K0.13%+17Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,237 shares; 2025Q4: 2,251 shares; 2026Q1: 2,265 shares 2,265$257K0.13%+14Timeline
QQNITY ELECTRONICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,070 shares 2,070$239K0.12%newTimeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 311 shares 311$220K0.11%newTimeline
FACOFIRST ACCEPTANCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 64,929 shares; 2025Q2: not reported; 2025Q3: 56,429 shares; 2025Q4: not reported; 2026Q1: 49,429 shares 49,429$215K0.11%newTimeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not loaded; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,737 shares 1,737$209K0.1%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
PNCPNC FINL SVCS GROUP INC34,491$7.2Mshares
AEEAMEREN CORP42,826$4.28Mshares
HBANHUNTINGTON BANCSHARES INC195,931$3.4Mshares
CMGCHIPOTLE MEXICAN GRILL INC77,606$2.87Mshares
HIHILLENBRAND INC18,530$588Kshares
MCKMCKESSON CORP263$216Kshares
VGTVANGUARD WORLD FD279$210Kshares
DDDUPONT DE NEMOURS INC4,182$168Kshares

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 0001213900-26-058124 base2026-05-18acceptance time not in the bulk data set

Filings

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

FilingSubjectFiledAcceptedIngested
13F-HR 0001213900-26-058124 Quarter ended 2026-03-312026-05-18acceptance time not in the bulk data set
13F-HR 0001213900-26-017626 Quarter ended 2025-12-312026-02-18acceptance time not in the bulk data set
13F-HR 0001213900-25-100166 Quarter ended 2025-06-302025-10-20acceptance time not in the bulk data set
13F-HR 0001213900-25-100168 Quarter ended 2025-09-302025-10-20acceptance time not in the bulk data set
13F-HR 0001213900-25-063531 Quarter ended 2025-03-312025-07-14acceptance time not in the bulk data set