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Talisman Wealth Advisors LLC

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13F filer, CIK 1962685, MOUNTAINSIDE, NJ

Talisman Wealth Advisors LLC reported $128,524,371 across 115 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-20. Its ten largest share positions make up 42.2% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001962685-26-000001

Period
2025-12-31
Reported value
$129M
Holdings
115
Top 10 weight
42.2%
New
11
Sold out
10

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DGROadded+29,047$1.95M
VTIadded+4,806$1.61M
PYLDadded+46,907$1.25M
VEAadded+17,161$1.07M
HYGadded+11,593$540K

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
SGOVreduced-7,107-$713K
SPYMexited-7,476-$586K
VYMIreduced-6,389-$575K
EFVexited-8,263-$560K
EFGexited-3,079-$351K

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, Q4 2025

Share positions as resolved from 13F-HR 0001962685-26-000001, largest first. % of portfolio is the value over $128,524,371, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,741 shares; 2024Q4: 100,499 shares; 2025Q1: 108,252 shares; 2025Q2: 117,330 shares; 2025Q3: 120,590 shares; 2025Q4: 149,637 shares 149,637$10.1M7.83%+29,047Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,590 shares; 2024Q4: 47,233 shares; 2025Q1: 48,991 shares; 2025Q2: 51,230 shares; 2025Q3: 51,625 shares; 2025Q4: 53,317 shares 53,317$7.66M5.96%+1,692Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,432 shares; 2024Q4: 13,153 shares; 2025Q1: 14,661 shares; 2025Q2: 14,673 shares; 2025Q3: 15,028 shares; 2025Q4: 15,567 shares 15,567$7.38M5.74%+539Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,791 shares; 2024Q4: 181,007 shares; 2025Q1: 204,505 shares; 2025Q2: 203,496 shares; 2025Q3: 210,988 shares; 2025Q4: 215,520 shares 215,520$5.92M4.6%+4,532Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,127 shares; 2024Q4: 8,148 shares; 2025Q1: 8,179 shares; 2025Q2: 8,179 shares; 2025Q3: 8,181 shares; 2025Q4: 12,987 shares 12,987$4.36M3.39%+4,806Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,757 shares; 2024Q4: 6,730 shares; 2025Q1: 9,016 shares; 2025Q2: 8,978 shares; 2025Q3: 9,009 shares; 2025Q4: 8,833 shares 8,833$4.29M3.33%-176Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,897 shares; 2024Q4: 12,691 shares; 2025Q1: 13,267 shares; 2025Q2: 15,919 shares; 2025Q3: 15,970 shares; 2025Q4: 14,943 shares 14,943$4.07M3.17%-1,027Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,136 shares; 2024Q4: 16,065 shares; 2025Q1: 15,774 shares; 2025Q2: 20,755 shares; 2025Q3: 20,802 shares; 2025Q4: 20,514 shares 20,514$3.83M2.98%-288Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,189 shares; 2025Q2: 71,349 shares; 2025Q3: 93,982 shares; 2025Q4: 140,889 shares 140,889$3.77M2.93%+46,907Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,765 shares; 2024Q4: 34,651 shares; 2025Q1: 44,283 shares; 2025Q2: 47,117 shares; 2025Q3: 50,723 shares; 2025Q4: 62,316 shares 62,316$2.9M2.26%+11,593Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,963 shares; 2024Q4: 12,815 shares; 2025Q1: 13,170 shares; 2025Q2: 13,197 shares; 2025Q3: 13,216 shares; 2025Q4: 13,132 shares 13,132$2.72M2.11%-84Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,271 shares; 2024Q4: 7,188 shares; 2025Q1: 7,050 shares; 2025Q2: 7,056 shares; 2025Q3: 7,054 shares; 2025Q4: 7,000 shares 7,000$2.26M1.76%-54Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,883 shares; 2024Q4: 17,175 shares; 2025Q1: 14,714 shares; 2025Q2: 15,198 shares; 2025Q3: 15,829 shares; 2025Q4: 14,928 shares 14,928$2.22M1.73%-901Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,797 shares; 2024Q4: 23,989 shares; 2025Q1: 21,992 shares; 2025Q2: 20,261 shares; 2025Q3: 20,079 shares; 2025Q4: 18,159 shares 18,159$2.18M1.7%-1,920Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,974 shares; 2024Q4: 8,104 shares; 2025Q1: 8,859 shares; 2025Q2: 9,435 shares; 2025Q3: 10,859 shares; 2025Q4: 10,916 shares 10,916$2.17M1.69%+57Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,937 shares; 2024Q4: 24,306 shares; 2025Q1: 27,903 shares; 2025Q2: 28,472 shares; 2025Q3: 29,595 shares; 2025Q4: 23,206 shares 23,206$2.09M1.63%-6,389Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,946 shares; 2024Q4: 22,009 shares; 2025Q1: 22,049 shares; 2025Q2: 22,093 shares; 2025Q3: 22,132 shares; 2025Q4: 22,149 shares 22,149$1.98M1.54%+17Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,209 shares; 2024Q4: 5,214 shares; 2025Q1: 5,218 shares; 2025Q2: 5,218 shares; 2025Q3: 5,223 shares; 2025Q4: 5,223 shares 5,223$1.95M1.52%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,656 shares; 2024Q4: 8,696 shares; 2025Q1: 8,715 shares; 2025Q2: 8,715 shares; 2025Q3: 8,733 shares; 2025Q4: 8,297 shares 8,297$1.83M1.42%-436Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 1,955 shares; 2025Q1: 2,228 shares; 2025Q2: 2,406 shares; 2025Q3: 2,485 shares; 2025Q4: 2,529 shares 2,529$1.73M1.35%+44Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,498 shares; 2024Q4: 4,456 shares; 2025Q1: 4,593 shares; 2025Q2: 5,239 shares; 2025Q3: 5,235 shares; 2025Q4: 5,187 shares 5,187$1.62M1.26%-48Timeline
SMLFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,883 shares; 2025Q2: 13,570 shares; 2025Q3: 15,227 shares; 2025Q4: 21,539 shares 21,539$1.62M1.26%+6,312Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,817 shares; 2024Q4: 8,212 shares; 2025Q1: 8,183 shares; 2025Q2: 8,227 shares; 2025Q3: 8,420 shares; 2025Q4: 25,581 shares 25,581$1.6M1.25%+17,161Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,913 shares; 2024Q4: 8,503 shares; 2025Q1: 8,725 shares; 2025Q2: 8,742 shares; 2025Q3: 8,848 shares; 2025Q4: 8,840 shares 8,840$1.49M1.16%-8Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,303 shares; 2024Q4: 24,967 shares; 2025Q1: 18,824 shares; 2025Q2: 21,927 shares; 2025Q3: 21,805 shares; 2025Q4: 14,698 shares 14,698$1.48M1.15%-7,107Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,087 shares; 2024Q4: 4,867 shares; 2025Q1: 4,190 shares; 2025Q2: 4,136 shares; 2025Q3: 4,108 shares; 2025Q4: 3,806 shares 3,806$1.32M1.03%-302Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,159 shares; 2024Q4: 3,301 shares; 2025Q1: 3,330 shares; 2025Q2: 4,069 shares; 2025Q3: 4,070 shares; 2025Q4: 4,070 shares 4,070$1.28M0.99%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,594 shares; 2024Q4: 4,647 shares; 2025Q1: 4,743 shares; 2025Q2: 5,244 shares; 2025Q3: 5,296 shares; 2025Q4: 5,291 shares 5,291$1.22M0.95%-5Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: 3,425 shares; 2025Q1: 3,590 shares; 2025Q2: 4,197 shares; 2025Q3: 4,366 shares; 2025Q4: 4,859 shares 4,859$1.22M0.95%+493Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,561 shares; 2024Q4: 7,903 shares; 2025Q1: 7,914 shares; 2025Q2: 9,502 shares; 2025Q3: 9,510 shares; 2025Q4: 9,512 shares 9,512$1.16M0.9%+2Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,182 shares; 2024Q4: 4,096 shares; 2025Q1: 5,671 shares; 2025Q2: 6,780 shares; 2025Q3: 7,733 shares; 2025Q4: 9,088 shares 9,088$1.12M0.87%+1,355Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,442 shares; 2024Q4: 2,292 shares; 2025Q1: 2,183 shares; 2025Q2: 2,183 shares; 2025Q3: 2,197 shares; 2025Q4: 2,262 shares 2,262$1.1M0.86%+65Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,065 shares; 2025Q1: 1,751 shares; 2025Q2: 2,224 shares; 2025Q3: 2,916 shares; 2025Q4: 5,008 shares 5,008$1.07M0.83%+2,092Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,104 shares; 2024Q4: 4,466 shares; 2025Q1: 4,342 shares; 2025Q2: 4,297 shares; 2025Q3: 4,267 shares; 2025Q4: 4,224 shares 4,224$1.06M0.83%-43Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,082 shares; 2024Q4: 13,784 shares; 2025Q1: 13,468 shares; 2025Q2: 13,460 shares; 2025Q3: 13,427 shares; 2025Q4: 12,775 shares 12,775$1.03M0.8%-652Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,085 shares; 2025Q1: 1,004 shares; 2025Q2: 967 shares; 2025Q3: 967 shares; 2025Q4: 954 shares 954$1.02M0.8%-13Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,036 shares; 2025Q1: 8,000 shares; 2025Q2: 8,822 shares; 2025Q3: 10,605 shares; 2025Q4: 16,333 shares 16,333$997K0.78%+5,728Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,091 shares; 2024Q4: 14,176 shares; 2025Q1: 13,996 shares; 2025Q2: 14,154 shares; 2025Q3: 13,995 shares; 2025Q4: 14,092 shares 14,092$985K0.77%+97Timeline
IUSVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,283 shares; 2024Q4: 8,891 shares; 2025Q1: 8,861 shares; 2025Q2: 8,923 shares; 2025Q3: 9,131 shares; 2025Q4: 9,150 shares 9,150$939K0.73%+19Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: 5,038 shares; 2025Q1: 4,886 shares; 2025Q2: 4,886 shares; 2025Q3: 4,922 shares; 2025Q4: 4,861 shares 4,861$928K0.72%-61Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,756 shares; 2024Q4: 19,680 shares; 2025Q1: 20,817 shares; 2025Q2: 21,123 shares; 2025Q3: 21,852 shares; 2025Q4: 22,703 shares 22,703$918K0.71%+851Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,819 shares; 2024Q4: 5,934 shares; 2025Q1: 6,240 shares; 2025Q2: 6,185 shares; 2025Q3: 6,041 shares; 2025Q4: 5,800 shares 5,800$899K0.7%-241Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,435 shares; 2024Q4: 6,551 shares; 2025Q1: 6,752 shares; 2025Q2: 6,815 shares; 2025Q3: 8,279 shares; 2025Q4: 13,189 shares 13,189$887K0.69%+4,910Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,162 shares; 2025Q1: 1,133 shares; 2025Q2: 1,274 shares; 2025Q3: 1,270 shares; 2025Q4: 1,292 shares 1,292$854K0.66%+22Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,105 shares; 2024Q4: 5,006 shares; 2025Q1: 4,729 shares; 2025Q2: 4,767 shares; 2025Q3: 4,720 shares; 2025Q4: 5,698 shares 5,698$852K0.66%+978Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,446 shares; 2024Q4: 2,412 shares; 2025Q1: 2,333 shares; 2025Q2: 2,305 shares; 2025Q3: 2,335 shares; 2025Q4: 2,309 shares 2,309$795K0.62%-26Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,784 shares; 2024Q4: 9,067 shares; 2025Q1: 8,870 shares; 2025Q2: 8,264 shares; 2025Q3: 8,462 shares; 2025Q4: 8,279 shares 8,279$741K0.58%-183Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,083 shares; 2024Q4: 3,029 shares; 2025Q1: 2,882 shares; 2025Q2: 2,834 shares; 2025Q3: 2,860 shares; 2025Q4: 2,833 shares 2,833$648K0.5%-27Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,595 shares; 2024Q4: 6,517 shares; 2025Q1: 6,484 shares; 2025Q2: 5,461 shares; 2025Q3: 5,427 shares; 2025Q4: 5,305 shares 5,305$641K0.5%-122Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,825 shares; 2024Q4: 1,790 shares; 2025Q1: 1,781 shares; 2025Q2: 1,777 shares; 2025Q3: 1,772 shares; 2025Q4: 1,771 shares 1,771$621K0.48%-1Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,088 shares; 2024Q4: 5,145 shares; 2025Q1: 5,850 shares; 2025Q2: 5,938 shares; 2025Q3: 6,546 shares; 2025Q4: 14,147 shares 14,147$605K0.47%+7,601Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 3,025 shares; 2025Q1: 3,027 shares; 2025Q2: 3,086 shares; 2025Q3: 3,087 shares; 2025Q4: 2,971 shares 2,971$583K0.45%-116Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 661 shares; 2024Q4: 669 shares; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 731 shares 731$553K0.43%+53Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,799 shares; 2024Q4: 12,940 shares; 2025Q1: 12,490 shares; 2025Q2: 11,367 shares; 2025Q3: 11,195 shares; 2025Q4: 9,918 shares 9,918$544K0.42%-1,277Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 814 shares; 2025Q4: 1,530 shares 1,530$526K0.41%+716Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,704 shares; 2025Q1: 1,666 shares; 2025Q2: 1,678 shares; 2025Q3: 1,688 shares; 2025Q4: 1,693 shares 1,693$518K0.4%+5Timeline
LCTUBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,148 shares; 2024Q4: 5,745 shares; 2025Q1: 6,701 shares; 2025Q2: 6,809 shares; 2025Q3: 6,863 shares; 2025Q4: 6,949 shares 6,949$518K0.4%+86Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 4,365 shares; 2025Q1: 4,272 shares; 2025Q2: 3,480 shares; 2025Q3: 3,440 shares; 2025Q4: 3,393 shares 3,393$517K0.4%-47Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,887 shares; 2024Q4: 2,991 shares; 2025Q1: 2,997 shares; 2025Q2: 3,536 shares; 2025Q3: 2,611 shares; 2025Q4: 2,465 shares 2,465$478K0.37%-146Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: 2,461 shares; 2025Q1: 2,293 shares; 2025Q2: 2,165 shares; 2025Q3: 2,066 shares; 2025Q4: 3,276 shares 3,276$474K0.37%+1,210Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,582 shares; 2024Q4: 5,825 shares; 2025Q1: 6,134 shares; 2025Q2: 6,289 shares; 2025Q3: 6,357 shares; 2025Q4: 6,040 shares 6,040$466K0.36%-317Timeline
DIVOAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,959 shares; 2025Q3: 6,111 shares; 2025Q4: 9,803 shares 9,803$437K0.34%+3,692Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,522 shares; 2024Q4: 4,522 shares; 2025Q1: 4,575 shares; 2025Q2: 4,775 shares; 2025Q3: 4,807 shares; 2025Q4: 4,630 shares 4,630$432K0.34%-177Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,477 shares; 2024Q4: 2,602 shares; 2025Q1: 2,745 shares; 2025Q2: 2,496 shares; 2025Q3: 2,499 shares; 2025Q4: 1,999 shares 1,999$421K0.33%-500Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,616 shares; 2024Q4: 3,466 shares; 2025Q1: 3,434 shares; 2025Q2: 3,579 shares; 2025Q3: 3,583 shares; 2025Q4: 3,543 shares 3,543$396K0.31%-40Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,451 shares; 2024Q4: 4,160 shares; 2025Q1: 3,916 shares; 2025Q2: 3,989 shares; 2025Q3: 3,928 shares; 2025Q4: 3,269 shares 3,269$385K0.3%-659Timeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,439 shares 11,439$383K0.3%newTimeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,672 shares 4,672$378K0.29%newTimeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 449 shares; 2024Q4: 450 shares; 2025Q1: 444 shares; 2025Q2: 460 shares; 2025Q3: 461 shares; 2025Q4: 425 shares 425$374K0.29%-36Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,234 shares; 2024Q4: 2,194 shares; 2025Q1: 2,098 shares; 2025Q2: 2,048 shares; 2025Q3: 2,048 shares; 2025Q4: 1,921 shares 1,921$356K0.28%-127Timeline
SUSCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,078 shares; 2025Q4: 15,170 shares 15,170$356K0.28%+3,092Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 649 shares; 2024Q4: 630 shares; 2025Q1: 631 shares; 2025Q2: 642 shares; 2025Q3: 642 shares; 2025Q4: 604 shares 604$346K0.27%-38Timeline
USMVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,332 shares; 2024Q4: 4,311 shares; 2025Q1: 4,311 shares; 2025Q2: 4,312 shares; 2025Q3: 4,246 shares; 2025Q4: 3,511 shares 3,511$331K0.26%-735Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,572 shares; 2025Q1: 2,404 shares; 2025Q2: 2,404 shares; 2025Q3: 2,390 shares; 2025Q4: 2,302 shares 2,302$330K0.26%-88Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 643 shares; 2024Q4: 627 shares; 2025Q1: 584 shares; 2025Q2: 613 shares; 2025Q3: 629 shares; 2025Q4: 670 shares 670$324K0.25%+41Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,887 shares; 2024Q4: 1,775 shares; 2025Q1: 1,678 shares; 2025Q2: 1,610 shares; 2025Q3: 1,584 shares; 2025Q4: 2,657 shares 2,657$318K0.25%+1,073Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 3,071 shares; 2025Q1: 3,129 shares; 2025Q2: 2,685 shares; 2025Q3: 2,883 shares; 2025Q4: 2,846 shares 2,846$300K0.23%-37Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 1,316 shares; 2025Q1: not reported; 2025Q2: 1,606 shares; 2025Q3: 1,606 shares; 2025Q4: 1,606 shares 1,606$297K0.23%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 426 shares; 2025Q4: 426 shares 426$292K0.23%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 972 shares; 2025Q1: 973 shares; 2025Q2: 974 shares; 2025Q3: 973 shares; 2025Q4: 973 shares 973$291K0.23%0Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,324 shares; 2024Q4: 4,275 shares; 2025Q1: 4,275 shares; 2025Q2: 4,295 shares; 2025Q3: 4,277 shares; 2025Q4: 4,301 shares 4,301$288K0.22%+24Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 317 shares; 2024Q4: 317 shares; 2025Q1: 318 shares; 2025Q2: 325 shares; 2025Q3: 335 shares; 2025Q4: 333 shares 333$288K0.22%-2Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,549 shares 8,549$282K0.22%newTimeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 2,476 shares; 2025Q1: 2,321 shares; 2025Q2: 3,295 shares; 2025Q3: 3,321 shares; 2025Q4: 3,056 shares 3,056$279K0.22%-265Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,103 shares; 2025Q2: 10,147 shares; 2025Q3: 10,984 shares; 2025Q4: 11,919 shares 11,919$279K0.22%+935Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,510 shares; 2025Q4: 2,928 shares 2,928$279K0.22%+418Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 451 shares 451$278K0.22%+20Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,883 shares; 2025Q1: 1,738 shares; 2025Q2: 1,871 shares; 2025Q3: 1,843 shares; 2025Q4: 1,594 shares 1,594$277K0.22%-249Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 576 shares; 2025Q3: 575 shares; 2025Q4: 578 shares 578$273K0.21%+3Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,952 shares; 2025Q1: 2,535 shares; 2025Q2: 2,419 shares; 2025Q3: 2,326 shares; 2025Q4: 2,843 shares 2,843$271K0.21%+517Timeline
XMESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,540 shares 4,540$271K0.21%newTimeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 599 shares; 2024Q4: 599 shares; 2025Q1: 599 shares; 2025Q2: 602 shares; 2025Q3: 602 shares; 2025Q4: 612 shares 612$261K0.2%+10Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 676 shares; 2025Q1: not reported; 2025Q2: 649 shares; 2025Q3: 681 shares; 2025Q4: 696 shares 696$259K0.2%+15Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,778 shares; 2025Q3: 2,792 shares; 2025Q4: 2,678 shares 2,678$257K0.2%-114Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 293 shares; 2025Q3: 286 shares; 2025Q4: 2,724 shares 2,724$255K0.2%+2,438Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 974 shares; 2025Q1: 888 shares; 2025Q2: 831 shares; 2025Q3: 831 shares; 2025Q4: 772 shares 772$253K0.2%-59Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,911 shares; 2025Q2: 2,850 shares; 2025Q3: 2,711 shares; 2025Q4: 2,650 shares 2,650$253K0.2%-61Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,115 shares 5,115$249K0.19%newTimeline
AZNASTRAZENECA PLC-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,205 shares; 2024Q4: not reported; 2025Q1: 2,936 shares; 2025Q2: 2,936 shares; 2025Q3: 2,940 shares; 2025Q4: 2,617 shares 2,617$241K0.19%-323Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 803 shares; 2025Q3: 805 shares; 2025Q4: 769 shares 769$237K0.18%-36Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 874 shares; 2025Q1: 806 shares; 2025Q2: 763 shares; 2025Q3: 763 shares; 2025Q4: 724 shares 724$231K0.18%-39Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 1,775 shares; 2025Q1: 1,717 shares; 2025Q2: 1,653 shares; 2025Q3: 1,662 shares; 2025Q4: 1,586 shares 1,586$228K0.18%-76Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,059 shares; 2025Q1: 1,031 shares; 2025Q2: 978 shares; 2025Q3: 978 shares; 2025Q4: 912 shares 912$220K0.17%-66Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,236 shares; 2025Q4: 1,203 shares 1,203$215K0.17%-33Timeline
EMXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,803 shares 8,803$214K0.17%newTimeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,086 shares; 2025Q1: 12,086 shares; 2025Q2: 12,794 shares; 2025Q3: 12,794 shares; 2025Q4: 12,913 shares 12,913$214K0.17%+119Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 471 shares 471$212K0.17%newTimeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 454 shares; 2025Q3: 455 shares; 2025Q4: 441 shares 441$212K0.16%-14Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,527 shares 2,527$212K0.16%newTimeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,921 shares 3,921$207K0.16%newTimeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,677 shares; 2025Q2: 3,963 shares; 2025Q3: 3,967 shares; 2025Q4: 3,562 shares 3,562$205K0.16%-405Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,141 shares; 2024Q4: 5,133 shares; 2025Q1: 5,183 shares; 2025Q2: 5,091 shares; 2025Q3: 5,091 shares; 2025Q4: 5,091 shares 5,091$205K0.16%0Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 759 shares; 2024Q4: 785 shares; 2025Q1: 852 shares; 2025Q2: 832 shares; 2025Q3: not reported; 2025Q4: 767 shares 767$203K0.16%newTimeline
IDGTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,376 shares 4,376$203K0.16%newTimeline
AIGAMERICAN INTL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,421 shares; 2024Q4: 3,797 shares; 2025Q1: 3,796 shares; 2025Q2: 3,798 shares; 2025Q3: 3,805 shares; 2025Q4: 2,338 shares 2,338$200K0.16%-1,467Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
SPYMSPDR SERIES TRUST7,476$586Kshares
EFVISHARES TR8,263$560Kshares
EFGISHARES TR3,079$351Kshares
JEPIJ P MORGAN EXCHANGE TRADED F5,452$311Kshares
LQDISHARES TR11,167$271Kshares
XLISELECT SECTOR SPDR TR1,618$250Kshares
EAGGISHARES TR4,704$226Kshares
VEUVANGUARD INTL EQUITY INDEX F3,112$222Kshares
IYWISHARES TR1,112$218Kshares
IXUSISHARES TR2,633$217Kshares

How Q4 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 0001962685-26-000001 base2026-02-20acceptance time not in the bulk data set