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SwitchPoint Financial Planning, LLC

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13F filer, CIK 2055526, LEHI, UT

SwitchPoint Financial Planning, LLC reported $138,076,551 across 61 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 61.89% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002055526-25-000005

Period
2025-09-30
Reported value
$138M
Holdings
61
Top 10 weight
61.89%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGnew+12,101$2.95M
DFACadded+42,578$1.64M
DFICadded+36,311$1.19M
SGOVadded+5,987$603K
DFEMadded+14,513$465K

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
AVUSreduced-1,169-$127K
VUGreduced-194-$93K
DFAIreduced-220-$8K
VOOreduced-13-$7.96K
VEAreduced-120-$7.19K

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 0002055526-25-000005, largest first. % of portfolio is the value over $138,076,551, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 698,476 shares; 2025Q1: 678,627 shares; 2025Q2: 660,441 shares; 2025Q3: 703,019 shares 703,019$27.1M19.64%+42,578Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 625,362 shares; 2025Q1: 632,241 shares; 2025Q2: 641,665 shares; 2025Q3: 677,976 shares 677,976$22.2M16.1%+36,311Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 251,745 shares; 2025Q1: 253,579 shares; 2025Q2: 232,004 shares; 2025Q3: 246,517 shares 246,517$7.91M5.73%+14,513Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 92,475 shares; 2025Q1: 92,597 shares; 2025Q2: 92,510 shares; 2025Q3: 92,697 shares 92,697$5.4M3.91%+187Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 108,489 shares; 2025Q1: 108,690 shares; 2025Q2: 103,100 shares; 2025Q3: 103,319 shares 103,319$4.62M3.34%+219Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76,825 shares; 2025Q1: 76,208 shares; 2025Q2: 78,049 shares; 2025Q3: 83,142 shares 83,142$4.01M2.9%+5,093Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 117,940 shares; 2025Q1: 117,940 shares; 2025Q2: 117,940 shares; 2025Q3: 117,940 shares 117,940$3.7M2.68%0Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,342 shares; 2025Q1: 10,342 shares; 2025Q2: 10,346 shares; 2025Q3: 10,349 shares 10,349$3.64M2.63%+3Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,895 shares; 2025Q1: 28,052 shares; 2025Q2: 28,295 shares; 2025Q3: 34,282 shares 34,282$3.45M2.5%+5,987Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,715 shares; 2025Q1: 10,351 shares; 2025Q2: 10,351 shares; 2025Q3: 10,356 shares 10,356$3.4M2.46%+5Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,903 shares; 2025Q1: 51,903 shares; 2025Q2: 72,101 shares; 2025Q3: 72,101 shares 72,101$3.3M2.39%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,518 shares; 2025Q1: 15,518 shares; 2025Q2: 17,673 shares; 2025Q3: 17,673 shares 17,673$3.3M2.39%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,101 shares 12,101$2.95M2.13%newTimeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,954 shares; 2025Q1: 4,954 shares; 2025Q2: 6,187 shares; 2025Q3: 5,993 shares 5,993$2.87M2.08%-194Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59,893 shares; 2025Q1: 60,042 shares; 2025Q2: 60,782 shares; 2025Q3: 60,971 shares 60,971$2.81M2.04%+189Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,663 shares; 2025Q1: 39,117 shares; 2025Q2: 70,004 shares; 2025Q3: 69,784 shares 69,784$2.54M1.84%-220Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,588 shares; 2025Q1: 27,588 shares; 2025Q2: 27,588 shares; 2025Q3: 27,588 shares 27,588$2.03M1.47%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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,146 shares; 2025Q3: 17,977 shares 17,977$1.95M1.42%-1,169Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,004 shares; 2025Q1: 28,004 shares; 2025Q2: 28,004 shares; 2025Q3: 28,004 shares 28,004$1.92M1.39%0Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,758 shares; 2025Q1: 37,767 shares; 2025Q2: 36,221 shares; 2025Q3: 36,546 shares 36,546$1.83M1.33%+325Timeline
DFNMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,241 shares; 2025Q1: 38,320 shares; 2025Q2: 34,125 shares; 2025Q3: 36,771 shares 36,771$1.76M1.28%+2,646Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,290 shares; 2025Q1: 14,290 shares; 2025Q2: 54,835 shares; 2025Q3: 54,761 shares 54,761$1.73M1.25%-74Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,191 shares; 2025Q1: 38,372 shares; 2025Q2: 39,870 shares; 2025Q3: 40,313 shares 40,313$1.72M1.25%+443Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,440 shares; 2025Q1: 21,558 shares; 2025Q2: 22,154 shares; 2025Q3: 22,154 shares 22,154$1.6M1.16%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,597 shares; 2025Q1: 2,323 shares; 2025Q2: 2,759 shares; 2025Q3: 2,849 shares 2,849$1.48M1.07%+90Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,607 shares; 2025Q1: 5,248 shares; 2025Q2: 5,379 shares; 2025Q3: 5,587 shares 5,587$1.42M1.03%+208Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,006 shares; 2025Q1: 5,006 shares; 2025Q2: 5,006 shares; 2025Q3: 5,006 shares 5,006$1.27M0.92%0Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,339 shares; 2025Q1: 13,188 shares; 2025Q2: 11,897 shares; 2025Q3: 11,951 shares 11,951$1.22M0.88%+54Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares 1,785$1.19M0.87%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,671 shares; 2025Q1: 1,671 shares; 2025Q2: 1,684 shares; 2025Q3: 1,671 shares 1,671$1.02M0.74%-13Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,786 shares; 2025Q1: 4,016 shares; 2025Q2: 4,530 shares; 2025Q3: 4,883 shares 4,883$911K0.66%+353Timeline
DXUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,712 shares; 2025Q3: 14,989 shares 14,989$876K0.63%+3,277Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares 1$754K0.55%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,423 shares; 2025Q3: 2,812 shares 2,812$684K0.5%+1,389Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,587 shares; 2025Q1: 3,587 shares; 2025Q2: 3,587 shares; 2025Q3: 3,587 shares 3,587$680K0.49%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,218 shares; 2025Q1: 7,218 shares; 2025Q2: 10,700 shares; 2025Q3: 10,580 shares 10,580$634K0.46%-120Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,940 shares; 2025Q1: 955 shares; 2025Q2: 1,220 shares; 2025Q3: 1,254 shares 1,254$631K0.46%+34Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,942 shares; 2025Q1: 2,330 shares; 2025Q2: 2,474 shares; 2025Q3: 2,581 shares 2,581$567K0.41%+107Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,656 shares; 2025Q1: 4,656 shares; 2025Q2: 4,656 shares; 2025Q3: 4,656 shares 4,656$562K0.41%0Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,196 shares; 2025Q2: 6,240 shares; 2025Q3: 6,281 shares 6,281$526K0.38%+41Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,697 shares; 2025Q1: 13,697 shares; 2025Q2: 13,697 shares; 2025Q3: 13,697 shares 13,697$437K0.32%0Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,415 shares; 2025Q3: 6,415 shares 6,415$435K0.32%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,581 shares; 2025Q3: 3,633 shares 3,633$374K0.27%+52Timeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 379 shares; 2025Q3: 380 shares 380$355K0.26%+1Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 360 shares; 2025Q1: 381 shares; 2025Q2: 413 shares; 2025Q3: 452 shares 452$332K0.24%+39Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares 2,250$328K0.24%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,033 shares; 2025Q3: 1,094 shares 1,094$308K0.22%+61Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,508 shares; 2025Q1: 3,069 shares; 2025Q2: 3,091 shares; 2025Q3: 3,112 shares 3,112$285K0.21%+21Timeline
DFGPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,838 shares; 2025Q1: 4,838 shares; 2025Q2: 4,838 shares; 2025Q3: 4,838 shares 4,838$269K0.19%0Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,453 shares; 2025Q2: 7,453 shares; 2025Q3: 7,453 shares 7,453$266K0.19%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 272 shares; 2025Q1: 277 shares; 2025Q2: 285 shares; 2025Q3: 283 shares 283$262K0.19%-2Timeline
FRDMEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,644 shares; 2025Q3: 5,833 shares 5,833$258K0.19%+189Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,149 shares; 2025Q1: 4,175 shares; 2025Q2: 4,204 shares; 2025Q3: 4,245 shares 4,245$255K0.18%+41Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 634 shares; 2025Q1: 634 shares; 2025Q2: 634 shares; 2025Q3: 634 shares 634$240K0.17%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 307 shares; 2025Q3: 314 shares 314$240K0.17%+7Timeline
EDVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,476 shares; 2025Q2: 3,475 shares; 2025Q3: 3,475 shares 3,475$238K0.17%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 949 shares; 2025Q3: 964 shares 964$233K0.17%+15Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 690 shares; 2025Q1: 695 shares; 2025Q2: 704 shares; 2025Q3: 702 shares 702$227K0.16%-2Timeline
CNXCNX RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,443 shares; 2025Q1: 6,448 shares; 2025Q2: 6,479 shares; 2025Q3: 6,473 shares 6,473$208K0.15%-6Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,083 shares 1,083$201K0.15%newTimeline
SBSWSIBANYE STILLWATER LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,880 shares; 2025Q3: 10,880 shares 10,880$122K0.09%0Timeline

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 0002055526-25-000005 base2025-11-13acceptance time not in the bulk data set