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Thrive Capital Management, LLC

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13F filer, CIK 1845943, FORT WASHINGTON, PA

Thrive Capital Management, LLC reported $448,985,947 across 174 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-09. Its ten largest share positions make up 23.23% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001845943-26-000001

Period
2025-12-31
Reported value
$449M
Holdings
174
Top 10 weight
23.23%
New
15
Sold out
12

Largest buys vs the previous quarter

SecurityShares changeApprox. value
QQQadded+9,823$6.03M
VWOadded+107,941$5.8M
VEAadded+92,351$5.77M
NVDAadded+23,339$4.35M
MUnew+15,109$4.31M

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
DGXexited-22,798-$4.34M
HSYexited-22,122-$4.14M
CNCexited-75,744-$2.7M
JBLexited-11,607-$2.52M
VOTreduced-8,917-$2.49M

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 0001845943-26-000001, largest first. % of portfolio is the value over $448,985,947, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,301 shares; 2024Q4: 10,981 shares; 2025Q1: 6,213 shares; 2025Q2: 15,006 shares; 2025Q3: 19,798 shares; 2025Q4: 29,621 shares 29,621$18.2M4.05%+9,823Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,393 shares; 2024Q4: 35,715 shares; 2025Q1: 14,899 shares; 2025Q2: 100,527 shares; 2025Q3: 138,940 shares; 2025Q4: 231,291 shares 231,291$14.4M3.22%+92,351Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,159 shares; 2024Q4: 14,662 shares; 2025Q1: not reported; 2025Q2: 18,323 shares; 2025Q3: 22,434 shares; 2025Q4: 26,684 shares 26,684$13M2.9%+4,250Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,090 shares; 2024Q4: 57,431 shares; 2025Q1: not reported; 2025Q2: 108,960 shares; 2025Q3: 131,104 shares; 2025Q4: 239,045 shares 239,045$12.9M2.86%+107,941Timeline
QYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 220,315 shares; 2024Q4: 232,545 shares; 2025Q1: 340,314 shares; 2025Q2: 315,607 shares; 2025Q3: 345,028 shares; 2025Q4: 475,501 shares 475,501$8.4M1.87%+130,473Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,712 shares; 2024Q4: 5,181 shares; 2025Q1: not reported; 2025Q2: 6,085 shares; 2025Q3: 10,812 shares; 2025Q4: 12,940 shares 12,940$8.11M1.81%+2,128Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,064 shares; 2024Q4: 34,582 shares; 2025Q1: not reported; 2025Q2: 34,519 shares; 2025Q3: 32,881 shares; 2025Q4: 41,029 shares 41,029$7.84M1.75%+8,148Timeline
IGLDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,936 shares; 2024Q4: 192,181 shares; 2025Q1: not reported; 2025Q2: 247,722 shares; 2025Q3: 307,006 shares; 2025Q4: 298,224 shares 298,224$7.46M1.66%-8,782Timeline
XYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,114 shares; 2024Q4: 108,414 shares; 2025Q1: not reported; 2025Q2: 145,338 shares; 2025Q3: 150,219 shares; 2025Q4: 173,938 shares 173,938$7.07M1.57%+23,719Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,204 shares; 2024Q4: 15,334 shares; 2025Q1: 14,616 shares; 2025Q2: 11,945 shares; 2025Q3: 13,803 shares; 2025Q4: 37,142 shares 37,142$6.93M1.54%+23,339Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,619 shares; 2024Q4: 23,179 shares; 2025Q1: not reported; 2025Q2: 25,094 shares; 2025Q3: 25,359 shares; 2025Q4: 30,456 shares 30,456$6.45M1.44%+5,097Timeline
YYYAMPLIFY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,203 shares; 2024Q4: 227,358 shares; 2025Q1: 124,966 shares; 2025Q2: 255,808 shares; 2025Q3: 473,281 shares; 2025Q4: 495,555 shares 495,555$5.7M1.27%+22,274Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,905 shares; 2024Q4: 7,769 shares; 2025Q1: 5,251 shares; 2025Q2: 7,743 shares; 2025Q3: 8,930 shares; 2025Q4: 11,476 shares 11,476$5.55M1.24%+2,546Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,061 shares; 2024Q4: 21,825 shares; 2025Q1: 15,210 shares; 2025Q2: 25,606 shares; 2025Q3: 28,843 shares; 2025Q4: 25,752 shares 25,752$5.33M1.19%-3,091Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,576 shares; 2024Q4: 16,886 shares; 2025Q1: 14,956 shares; 2025Q2: 14,213 shares; 2025Q3: 15,304 shares; 2025Q4: 18,235 shares 18,235$4.96M1.1%+2,931Timeline
RYLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,176 shares; 2024Q4: 135,597 shares; 2025Q1: not reported; 2025Q2: 223,632 shares; 2025Q3: 428,556 shares; 2025Q4: 320,581 shares 320,581$4.9M1.09%-107,975Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,331 shares; 2024Q4: 34,593 shares; 2025Q1: not reported; 2025Q2: 21,135 shares; 2025Q3: 17,047 shares; 2025Q4: 27,439 shares 27,439$4.87M1.08%+10,392Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,377 shares; 2024Q4: 12,085 shares; 2025Q1: 8,247 shares; 2025Q2: 14,404 shares; 2025Q3: 14,981 shares; 2025Q4: 15,480 shares 15,480$4.85M1.08%+499Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,234 shares; 2024Q4: 27,190 shares; 2025Q1: 18,938 shares; 2025Q2: 45,402 shares; 2025Q3: 51,519 shares; 2025Q4: 44,288 shares 44,288$4.66M1.04%-7,231Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,950 shares; 2024Q4: 17,951 shares; 2025Q1: not reported; 2025Q2: 9,338 shares; 2025Q3: 14,466 shares; 2025Q4: 15,275 shares 15,275$4.61M1.03%+809Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,720 shares; 2024Q4: 61,930 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123,610 shares; 2025Q4: 154,092 shares 154,092$4.61M1.03%+30,482Timeline
FOXAFOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,833 shares; 2024Q4: 52,183 shares; 2025Q1: 30,414 shares; 2025Q2: 59,040 shares; 2025Q3: 68,292 shares; 2025Q4: 61,449 shares 61,449$4.49M1%-6,843Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,303 shares; 2025Q2: 76,396 shares; 2025Q3: 87,215 shares; 2025Q4: 83,747 shares 83,747$4.47M1%-3,468Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,223 shares; 2024Q4: 67,281 shares; 2025Q1: 46,802 shares; 2025Q2: 81,538 shares; 2025Q3: 100,105 shares; 2025Q4: 107,665 shares 107,665$4.39M0.98%+7,560Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,621 shares; 2024Q4: 47,255 shares; 2025Q1: 33,337 shares; 2025Q2: 57,966 shares; 2025Q3: 64,986 shares; 2025Q4: 75,767 shares 75,767$4.37M0.97%+10,781Timeline
JEPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,161 shares; 2024Q4: 53,663 shares; 2025Q1: 19,555 shares; 2025Q2: 91,350 shares; 2025Q3: 98,420 shares; 2025Q4: 76,195 shares 76,195$4.36M0.97%-22,225Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,774 shares; 2024Q4: 57,243 shares; 2025Q1: not reported; 2025Q2: 56,401 shares; 2025Q3: 31,704 shares; 2025Q4: 48,920 shares 48,920$4.33M0.96%+17,216Timeline
MUMICRON TECHNOLOGY 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: 15,109 shares 15,109$4.31M0.96%newTimeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: not reported; 2025Q1: 9,968 shares; 2025Q2: 21,905 shares; 2025Q3: 28,419 shares; 2025Q4: 30,074 shares 30,074$4.31M0.96%+1,655Timeline
ACNACCENTURE PLC IRELANDQuarterly 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: 16,004 shares 16,004$4.29M0.96%newTimeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 17,185 shares; 2025Q1: 12,005 shares; 2025Q2: 26,969 shares; 2025Q3: 29,649 shares; 2025Q4: 29,667 shares 29,667$4.26M0.95%+18Timeline
AVYAVERY DENNISON 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: 23,369 shares 23,369$4.25M0.95%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,962 shares; 2024Q4: 9,268 shares; 2025Q1: 3,685 shares; 2025Q2: 9,534 shares; 2025Q3: 9,667 shares; 2025Q4: 12,164 shares 12,164$4.21M0.94%+2,497Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,630 shares; 2024Q4: 17,865 shares; 2025Q1: not reported; 2025Q2: 22,547 shares; 2025Q3: 23,985 shares; 2025Q4: 15,068 shares 15,068$4.21M0.94%-8,917Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,140 shares; 2024Q4: 6,941 shares; 2025Q1: 4,626 shares; 2025Q2: 10,173 shares; 2025Q3: 12,599 shares; 2025Q4: 12,140 shares 12,140$4.18M0.93%-459Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,332 shares; 2024Q4: 28,185 shares; 2025Q1: 16,734 shares; 2025Q2: 30,763 shares; 2025Q3: 37,077 shares; 2025Q4: 33,977 shares 33,977$4.17M0.93%-3,100Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,674 shares; 2024Q4: 10,540 shares; 2025Q1: 6,697 shares; 2025Q2: 11,529 shares; 2025Q3: 15,432 shares; 2025Q4: 15,241 shares 15,241$4.16M0.93%-191Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,246 shares; 2024Q4: 20,451 shares; 2025Q1: 14,104 shares; 2025Q2: 35,675 shares; 2025Q3: 39,659 shares; 2025Q4: 40,452 shares 40,452$4.14M0.92%+793Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,037 shares; 2024Q4: 25,797 shares; 2025Q1: 18,410 shares; 2025Q2: 35,641 shares; 2025Q3: 48,686 shares; 2025Q4: 52,237 shares 52,237$4.13M0.92%+3,551Timeline
CBOECBOE GLOBAL MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,174 shares; 2024Q4: 11,878 shares; 2025Q1: 7,698 shares; 2025Q2: 14,332 shares; 2025Q3: 17,343 shares; 2025Q4: 16,398 shares 16,398$4.12M0.92%-945Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,982 shares; 2024Q4: 77,864 shares; 2025Q1: 53,009 shares; 2025Q2: 101,492 shares; 2025Q3: 123,292 shares; 2025Q4: 145,726 shares 145,726$4.1M0.91%+22,434Timeline
IDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,141 shares; 2024Q4: 58,752 shares; 2025Q1: not reported; 2025Q2: 93,224 shares; 2025Q3: 106,230 shares; 2025Q4: 103,438 shares 103,438$4.08M0.91%-2,792Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,116 shares; 2024Q4: 102,047 shares; 2025Q1: not reported; 2025Q2: 70,348 shares; 2025Q3: 67,391 shares; 2025Q4: 58,750 shares 58,750$4.08M0.91%-8,641Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,494 shares; 2024Q4: 37,073 shares; 2025Q1: 26,473 shares; 2025Q2: 60,147 shares; 2025Q3: 82,105 shares; 2025Q4: 87,410 shares 87,410$4.06M0.91%+5,305Timeline
ITWILLINOIS TOOL WKS 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: 15,659 shares; 2025Q4: 16,446 shares 16,446$4.05M0.9%+787Timeline
CAGCONAGRA BRANDS 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: 142,809 shares; 2025Q3: 216,208 shares; 2025Q4: 233,912 shares 233,912$4.05M0.9%+17,704Timeline
KHCKRAFT HEINZ COQuarterly 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: 155,865 shares; 2025Q4: 166,850 shares 166,850$4.05M0.9%+10,985Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,876 shares; 2024Q4: 27,394 shares; 2025Q1: 18,146 shares; 2025Q2: 41,949 shares; 2025Q3: 48,003 shares; 2025Q4: 47,133 shares 47,133$4.02M0.9%-870Timeline
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,561 shares; 2024Q4: 19,197 shares; 2025Q1: 12,533 shares; 2025Q2: 28,796 shares; 2025Q3: 33,416 shares; 2025Q4: 38,268 shares 38,268$4.02M0.9%+4,852Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,389 shares; 2024Q4: 27,777 shares; 2025Q1: 17,734 shares; 2025Q2: 35,315 shares; 2025Q3: 47,165 shares; 2025Q4: 51,537 shares 51,537$3.99M0.89%+4,372Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,876 shares; 2024Q4: 17,869 shares; 2025Q1: 11,979 shares; 2025Q2: 23,427 shares; 2025Q3: 32,104 shares; 2025Q4: 39,014 shares 39,014$3.94M0.88%+6,910Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,943 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,936 shares; 2025Q3: 19,159 shares; 2025Q4: 37,929 shares 37,929$3.93M0.88%+18,770Timeline
HYGVFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,768 shares; 2024Q4: 44,377 shares; 2025Q1: 23,959 shares; 2025Q2: 107,684 shares; 2025Q3: 90,518 shares; 2025Q4: 95,178 shares 95,178$3.88M0.86%+4,660Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,507 shares; 2024Q4: not reported; 2025Q1: 1,738 shares; 2025Q2: 4,937 shares; 2025Q3: 4,837 shares; 2025Q4: 5,627 shares 5,627$3.79M0.84%+790Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,547 shares; 2024Q4: not reported; 2025Q1: 1,756 shares; 2025Q2: 4,749 shares; 2025Q3: 8,590 shares; 2025Q4: 17,566 shares 17,566$3.67M0.82%+8,976Timeline
ABTABBOTT LABORATORIESQuarterly 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: 14,710 shares; 2025Q3: 18,324 shares; 2025Q4: 28,936 shares 28,936$3.63M0.81%+10,612Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,386 shares; 2024Q4: 37,205 shares; 2025Q1: 15,271 shares; 2025Q2: 44,426 shares; 2025Q3: 43,436 shares; 2025Q4: 59,924 shares 59,924$3.62M0.81%+16,488Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,011 shares; 2024Q4: not reported; 2025Q1: 3,955 shares; 2025Q2: 10,228 shares; 2025Q3: 12,802 shares; 2025Q4: 19,613 shares 19,613$3.61M0.8%+6,811Timeline
MMSIMERIT MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,322 shares; 2024Q4: 14,197 shares; 2025Q1: 5,726 shares; 2025Q2: 19,858 shares; 2025Q3: 25,802 shares; 2025Q4: 40,897 shares 40,897$3.6M0.8%+15,095Timeline
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,886 shares; 2024Q4: 17,303 shares; 2025Q1: 7,255 shares; 2025Q2: 23,050 shares; 2025Q3: 28,354 shares; 2025Q4: 41,434 shares 41,434$3.58M0.8%+13,080Timeline
UTHRUNITED THERAPEUTICS CORP DELQuarterly 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: 7,311 shares 7,311$3.56M0.79%newTimeline
EXELEXELIXIS 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: 61,677 shares; 2025Q4: 80,832 shares 80,832$3.54M0.79%+19,155Timeline
ELANELANCO ANIMAL HEALTH 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: 156,009 shares 156,009$3.53M0.79%newTimeline
PINSPINTEREST 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: 63,388 shares; 2025Q4: 133,264 shares 133,264$3.45M0.77%+69,876Timeline
RLRALPH LAUREN 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: 7,285 shares; 2025Q4: 9,702 shares 9,702$3.43M0.76%+2,417Timeline
CHWYCHEWY 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: 39,520 shares; 2025Q3: 57,642 shares; 2025Q4: 103,095 shares 103,095$3.41M0.76%+45,453Timeline
WRBBERKLEY W R 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: 28,841 shares; 2025Q3: 48,733 shares; 2025Q4: 48,524 shares 48,524$3.4M0.76%-209Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: not reported; 2025Q1: 967 shares; 2025Q2: 2,865 shares; 2025Q3: 2,859 shares; 2025Q4: 3,740 shares 3,740$3.39M0.76%+881Timeline
NBIXNEUROCRINE BIOSCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,055 shares; 2024Q4: 11,176 shares; 2025Q1: 4,202 shares; 2025Q2: 15,377 shares; 2025Q3: 16,317 shares; 2025Q4: 23,880 shares 23,880$3.39M0.75%+7,563Timeline
THCTENET HEALTHCARE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,233 shares; 2025Q2: 11,158 shares; 2025Q3: 12,417 shares; 2025Q4: 16,995 shares 16,995$3.38M0.75%+4,578Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,324 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,343 shares; 2025Q3: 17,480 shares; 2025Q4: 28,326 shares 28,326$3.32M0.74%+10,846Timeline
PODDINSULET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,235 shares; 2025Q2: 5,912 shares; 2025Q3: 6,895 shares; 2025Q4: 11,525 shares 11,525$3.28M0.73%+4,630Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: not reported; 2025Q1: 2,688 shares; 2025Q2: 2,620 shares; 2025Q3: 28,376 shares; 2025Q4: 28,360 shares 28,360$3.16M0.7%-16Timeline
HIMSHIMS & HERS HEALTH 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: 52,655 shares; 2025Q4: 93,405 shares 93,405$3.03M0.68%+40,750Timeline
DVYEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,949 shares; 2024Q4: 26,259 shares; 2025Q1: not reported; 2025Q2: 78,011 shares; 2025Q3: 95,104 shares; 2025Q4: 93,957 shares 93,957$2.93M0.65%-1,147Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,013 shares; 2024Q4: 15,967 shares; 2025Q1: 59,101 shares; 2025Q2: 27,584 shares; 2025Q3: 27,897 shares; 2025Q4: 34,123 shares 34,123$2.86M0.64%+6,226Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,283 shares; 2024Q4: 31,268 shares; 2025Q1: 38,021 shares; 2025Q2: 21,806 shares; 2025Q3: 20,258 shares; 2025Q4: 19,777 shares 19,777$2.84M0.63%-481Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,073 shares; 2024Q4: 15,098 shares; 2025Q1: not reported; 2025Q2: 22,799 shares; 2025Q3: 23,071 shares; 2025Q4: 26,291 shares 26,291$2.56M0.57%+3,220Timeline
CWBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,572 shares; 2024Q4: 20,885 shares; 2025Q1: not reported; 2025Q2: 22,782 shares; 2025Q3: 26,041 shares; 2025Q4: 27,476 shares 27,476$2.45M0.55%+1,435Timeline
VGLTVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,805 shares; 2024Q4: 34,770 shares; 2025Q1: not reported; 2025Q2: 28,088 shares; 2025Q3: 25,564 shares; 2025Q4: 43,397 shares 43,397$2.42M0.54%+17,833Timeline
SHYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,840 shares; 2024Q4: 88,554 shares; 2025Q1: not reported; 2025Q2: 65,107 shares; 2025Q3: 64,614 shares; 2025Q4: 54,291 shares 54,291$2.33M0.52%-10,323Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,161 shares; 2024Q4: 26,167 shares; 2025Q1: not reported; 2025Q2: 40,911 shares; 2025Q3: 38,779 shares; 2025Q4: 38,418 shares 38,418$2.3M0.51%-361Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,790 shares; 2024Q4: 14,765 shares; 2025Q1: 11,260 shares; 2025Q2: 31,706 shares; 2025Q3: 17,903 shares; 2025Q4: 30,320 shares 30,320$2.25M0.5%+12,417Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,282 shares; 2024Q4: not reported; 2025Q1: 5,405 shares; 2025Q2: 8,748 shares; 2025Q3: 9,568 shares; 2025Q4: 10,006 shares 10,006$2.2M0.49%+438Timeline
KBWDINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,978 shares; 2024Q4: 89,753 shares; 2025Q1: not reported; 2025Q2: 80,795 shares; 2025Q3: 132,933 shares; 2025Q4: 143,629 shares 143,629$1.96M0.44%+10,696Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,544 shares; 2024Q4: 18,914 shares; 2025Q1: not reported; 2025Q2: 29,715 shares; 2025Q3: 32,310 shares; 2025Q4: 39,846 shares 39,846$1.88M0.42%+7,536Timeline
ICSHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,122 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,087 shares; 2025Q3: 12,018 shares; 2025Q4: 34,792 shares 34,792$1.76M0.39%+22,774Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,964 shares; 2024Q4: 32,121 shares; 2025Q1: not reported; 2025Q2: 21,061 shares; 2025Q3: 19,866 shares; 2025Q4: 15,819 shares 15,819$1.69M0.38%-4,047Timeline
SPYDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,175 shares; 2024Q4: 38,458 shares; 2025Q1: not reported; 2025Q2: 36,158 shares; 2025Q3: 33,364 shares; 2025Q4: 35,335 shares 35,335$1.53M0.34%+1,971Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,609 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,569 shares; 2025Q3: 6,536 shares; 2025Q4: 4,520 shares 4,520$1.52M0.34%-2,016Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: not reported; 2025Q1: 791 shares; 2025Q2: 6,807 shares; 2025Q3: 5,440 shares; 2025Q4: 4,626 shares 4,626$1.51M0.34%-814Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,041 shares; 2024Q4: 64,101 shares; 2025Q1: not reported; 2025Q2: 41,698 shares; 2025Q3: 39,591 shares; 2025Q4: 43,136 shares 43,136$1.3M0.29%+3,545Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,698 shares; 2024Q4: 13,218 shares; 2025Q1: 12,175 shares; 2025Q2: 4,289 shares; 2025Q3: 4,884 shares; 2025Q4: 5,601 shares 5,601$1.29M0.29%+717Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,891 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,534 shares; 2025Q3: 8,642 shares; 2025Q4: 8,127 shares 8,127$1.26M0.28%-515Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,406 shares; 2024Q4: 49,822 shares; 2025Q1: not reported; 2025Q2: 42,154 shares; 2025Q3: 45,431 shares; 2025Q4: 37,774 shares 37,774$1.17M0.26%-7,657Timeline
AOKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,537 shares; 2024Q4: 51,795 shares; 2025Q1: not reported; 2025Q2: 34,017 shares; 2025Q3: 31,690 shares; 2025Q4: 26,870 shares 26,870$1.08M0.24%-4,820Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,243 shares; 2024Q4: not reported; 2025Q1: 3,977 shares; 2025Q2: 3,641 shares; 2025Q3: 3,637 shares; 2025Q4: 4,948 shares 4,948$1.06M0.24%+1,311Timeline
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: 2,243 shares 2,243$1.01M0.22%newTimeline
HYDVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,561 shares; 2024Q4: 15,761 shares; 2025Q1: 10,855 shares; 2025Q2: 6,904 shares; 2025Q3: 6,923 shares; 2025Q4: 19,321 shares 19,321$988K0.22%+12,398Timeline
AOMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,242 shares; 2024Q4: 40,104 shares; 2025Q1: not reported; 2025Q2: 27,346 shares; 2025Q3: 25,243 shares; 2025Q4: 20,390 shares 20,390$973K0.22%-4,853Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: not reported; 2025Q1: 1,367 shares; 2025Q2: 1,938 shares; 2025Q3: 1,857 shares; 2025Q4: 1,932 shares 1,932$971K0.22%+75Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,004 shares; 2025Q3: 2,370 shares; 2025Q4: 3,033 shares 3,033$952K0.21%+663Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,704 shares; 2024Q4: 17,900 shares; 2025Q1: not reported; 2025Q2: 12,019 shares; 2025Q3: 10,983 shares; 2025Q4: 10,324 shares 10,324$929K0.21%-659Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,955 shares; 2024Q4: 12,751 shares; 2025Q1: 12,055 shares; 2025Q2: 13,139 shares; 2025Q3: 14,441 shares; 2025Q4: 16,473 shares 16,473$906K0.2%+2,032Timeline
DWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,840 shares; 2024Q4: 28,279 shares; 2025Q1: not reported; 2025Q2: 17,313 shares; 2025Q3: 15,746 shares; 2025Q4: 12,861 shares 12,861$884K0.2%-2,885Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,510 shares; 2024Q4: 20,309 shares; 2025Q1: 12,648 shares; 2025Q2: 33,198 shares; 2025Q3: 15,895 shares; 2025Q4: 18,009 shares 18,009$870K0.19%+2,114Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: not reported; 2025Q1: 1,111 shares; 2025Q2: 1,033 shares; 2025Q3: 1,383 shares; 2025Q4: 1,306 shares 1,306$862K0.19%-77Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly 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: 3,175 shares; 2025Q3: 3,504 shares; 2025Q4: 4,409 shares 4,409$845K0.19%+905Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: not reported; 2025Q1: 1,360 shares; 2025Q2: 1,760 shares; 2025Q3: 2,511 shares; 2025Q4: 2,549 shares 2,549$821K0.18%+38Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,097 shares; 2024Q4: 15,920 shares; 2025Q1: not reported; 2025Q2: 10,642 shares; 2025Q3: 9,931 shares; 2025Q4: 9,810 shares 9,810$791K0.18%-121Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,785 shares; 2024Q4: 32,668 shares; 2025Q1: not reported; 2025Q2: 23,534 shares; 2025Q3: 21,802 shares; 2025Q4: 17,067 shares 17,067$776K0.17%-4,735Timeline
VOVANGUARD INDEX 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: 1,717 shares; 2025Q3: 2,283 shares; 2025Q4: 2,662 shares 2,662$773K0.17%+379Timeline
CVSCVS HEALTH 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: 10,512 shares; 2025Q3: 10,131 shares; 2025Q4: 9,127 shares 9,127$724K0.16%-1,004Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,348 shares; 2025Q3: 6,035 shares; 2025Q4: 9,273 shares 9,273$722K0.16%+3,238Timeline
LGLVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,410 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,256 shares; 2025Q3: 4,890 shares; 2025Q4: 4,074 shares 4,074$715K0.16%-816Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,550 shares; 2024Q4: 11,063 shares; 2025Q1: not reported; 2025Q2: 13,581 shares; 2025Q3: 14,129 shares; 2025Q4: 9,129 shares 9,129$709K0.16%-5,000Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,085 shares; 2024Q4: 11,222 shares; 2025Q1: not reported; 2025Q2: 8,582 shares; 2025Q3: 7,296 shares; 2025Q4: 6,397 shares 6,397$705K0.16%-899Timeline
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: 799 shares; 2024Q4: not reported; 2025Q1: 759 shares; 2025Q2: 993 shares; 2025Q3: 1,010 shares; 2025Q4: 999 shares 999$681K0.15%-11Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,189 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,213 shares; 2025Q3: 2,348 shares; 2025Q4: 2,576 shares 2,576$665K0.15%+228Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 568 shares; 2025Q3: 580 shares; 2025Q4: 891 shares 891$610K0.14%+311Timeline
GOVTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,838 shares; 2024Q4: 52,274 shares; 2025Q1: not reported; 2025Q2: 32,968 shares; 2025Q3: 30,889 shares; 2025Q4: 26,396 shares 26,396$608K0.14%-4,493Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 504 shares; 2024Q4: not reported; 2025Q1: 335 shares; 2025Q2: 486 shares; 2025Q3: 497 shares; 2025Q4: 544 shares 544$584K0.13%+47Timeline
SNEXSTONEX GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,242 shares; 2024Q4: not reported; 2025Q1: 6,363 shares; 2025Q2: 6,078 shares; 2025Q3: 6,078 shares; 2025Q4: 6,078 shares 6,078$578K0.13%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,281 shares; 2024Q4: not reported; 2025Q1: 5,763 shares; 2025Q2: 4,791 shares; 2025Q3: 5,119 shares; 2025Q4: 4,751 shares 4,751$572K0.13%-368Timeline
NUENUCOR 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: 3,470 shares; 2025Q4: 3,470 shares 3,470$566K0.13%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: not reported; 2025Q1: 2,601 shares; 2025Q2: 3,282 shares; 2025Q3: 3,281 shares; 2025Q4: 2,900 shares 2,900$565K0.13%-381Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 11,187 shares; 2025Q1: not reported; 2025Q2: 3,719 shares; 2025Q3: 8,001 shares; 2025Q4: 12,343 shares 12,343$552K0.12%+4,342Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,766 shares; 2024Q4: 11,406 shares; 2025Q1: 9,259 shares; 2025Q2: 7,787 shares; 2025Q3: 7,204 shares; 2025Q4: 5,842 shares 5,842$544K0.12%-1,362Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: not reported; 2025Q1: 2,698 shares; 2025Q2: 2,279 shares; 2025Q3: 2,338 shares; 2025Q4: 3,303 shares 3,303$530K0.12%+965Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,101 shares; 2024Q4: not reported; 2025Q1: 455,294 shares; 2025Q2: 5,281 shares; 2025Q3: 6,226 shares; 2025Q4: 4,868 shares 4,868$498K0.11%-1,358Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,128 shares; 2024Q4: not reported; 2025Q1: 1,138 shares; 2025Q2: 1,149 shares; 2025Q3: 1,157 shares; 2025Q4: 1,144 shares 1,144$488K0.11%-13Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,846 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,245 shares; 2025Q3: 6,246 shares; 2025Q4: 10,882 shares 10,882$465K0.1%+4,636Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: not reported; 2025Q1: 2,084 shares; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares; 2025Q4: 1,305 shares 1,305$461K0.1%+246Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,474 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,797 shares; 2025Q3: 3,601 shares; 2025Q4: 3,246 shares 3,246$458K0.1%-355Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: not reported; 2025Q1: 1,429 shares; 2025Q2: 1,799 shares; 2025Q3: 1,804 shares; 2025Q4: 1,993 shares 1,993$455K0.1%+189Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: not reported; 2025Q1: 832 shares; 2025Q2: 1,115 shares; 2025Q3: 1,118 shares; 2025Q4: 1,180 shares 1,180$414K0.09%+62Timeline
IEFAISHARES 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: 3,793 shares; 2025Q3: 6,317 shares; 2025Q4: 4,547 shares 4,547$407K0.09%-1,770Timeline
BSYBENTLEY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,598 shares; 2024Q4: not reported; 2025Q1: 11,462 shares; 2025Q2: 11,462 shares; 2025Q3: 10,462 shares; 2025Q4: 10,462 shares 10,462$399K0.09%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: not reported; 2025Q1: 885 shares; 2025Q2: 1,062 shares; 2025Q3: 1,067 shares; 2025Q4: 1,316 shares 1,316$390K0.09%+249Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,148 shares; 2024Q4: not reported; 2025Q1: 6,413 shares; 2025Q2: 6,420 shares; 2025Q3: 6,420 shares; 2025Q4: 6,546 shares 6,546$384K0.09%+126Timeline
BXBLACKSTONE 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: 2,487 shares 2,487$383K0.09%newTimeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,457 shares; 2025Q3: 11,790 shares; 2025Q4: 4,393 shares 4,393$350K0.08%-7,397Timeline
QTECFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,993 shares; 2024Q4: not reported; 2025Q1: 3,005 shares; 2025Q2: 2,179 shares; 2025Q3: 2,009 shares; 2025Q4: 1,502 shares 1,502$346K0.08%-507Timeline
MSMORGAN STANLEYQuarterly 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: 1,995 shares; 2025Q3: 1,831 shares; 2025Q4: 1,946 shares 1,946$345K0.08%+115Timeline
PHPARKER-HANNIFIN 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: 393 shares 393$345K0.08%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly 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: 1,112 shares 1,112$338K0.08%newTimeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,337 shares; 2024Q4: 44,761 shares; 2025Q1: 28,931 shares; 2025Q2: 54,611 shares; 2025Q3: 3,551 shares; 2025Q4: 4,147 shares 4,147$319K0.07%+596Timeline
MAMASTERCARD INCORPORATEDQuarterly 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: 531 shares 531$303K0.07%newTimeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 544 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 707 shares; 2025Q3: 891 shares; 2025Q4: 878 shares 878$302K0.07%-13Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 414 shares; 2025Q3: 410 shares; 2025Q4: 336 shares 336$290K0.06%-74Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,142 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,007 shares; 2025Q3: 2,760 shares; 2025Q4: 2,034 shares 2,034$288K0.06%-726Timeline
GSGOLDMAN SACHS 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: not reported; 2025Q2: 321 shares; 2025Q3: 278 shares; 2025Q4: 310 shares 310$273K0.06%+32Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,065 shares; 2025Q4: 1,016 shares 1,016$269K0.06%-49Timeline
VGSHVANGUARD 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: 14,155 shares; 2025Q4: 4,562 shares 4,562$268K0.06%-9,593Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,916 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,030 shares; 2025Q3: 3,739 shares; 2025Q4: 2,850 shares 2,850$263K0.06%-889Timeline
QBTSD-WAVE QUANTUM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,075 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000$262K0.06%0Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,155 shares; 2025Q3: 1,208 shares; 2025Q4: 1,156 shares 1,156$260K0.06%-52Timeline
CAHCARDINAL HEALTH 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: 1,255 shares 1,255$258K0.06%newTimeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,965 shares; 2025Q2: 3,397 shares; 2025Q3: 3,412 shares; 2025Q4: 3,462 shares 3,462$255K0.06%+50Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 812 shares; 2024Q4: not reported; 2025Q1: 801 shares; 2025Q2: 793 shares; 2025Q3: 793 shares; 2025Q4: 831 shares 831$254K0.06%+38Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,104 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,728 shares; 2025Q4: 3,365 shares 3,365$254K0.06%+637Timeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,882 shares; 2024Q4: 10,167 shares; 2025Q1: 10,167 shares; 2025Q2: 10,328 shares; 2025Q3: 11,147 shares; 2025Q4: 8,979 shares 8,979$250K0.06%-2,168Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,956 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,875 shares; 2025Q3: 9,354 shares; 2025Q4: 9,043 shares 9,043$248K0.06%-311Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,849 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,343 shares; 2025Q3: 889 shares; 2025Q4: 650 shares 650$234K0.05%-239Timeline
AXPAMERICAN EXPRESS COQuarterly 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: 640 shares; 2025Q3: 616 shares; 2025Q4: 633 shares 633$234K0.05%+17Timeline
SOXLDIREXION SHARES 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: 5,365 shares 5,365$225K0.05%newTimeline
FLOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,586 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,576 shares; 2025Q3: 4,338 shares; 2025Q4: 4,404 shares 4,404$224K0.05%+66Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,757 shares; 2024Q4: 5,102 shares; 2025Q1: 3,775 shares; 2025Q2: 7,211 shares; 2025Q3: 424 shares; 2025Q4: 444 shares 444$215K0.05%+20Timeline
UBERUBER 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: 3,496 shares; 2025Q4: 2,627 shares 2,627$215K0.05%-869Timeline
IVWISHARES 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: 1,682 shares 1,682$207K0.05%newTimeline
AAGILENT 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: not reported; 2025Q4: 1,520 shares 1,520$207K0.05%newTimeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: not reported; 2025Q1: 1,625 shares; 2025Q2: 1,490 shares; 2025Q3: 1,727 shares; 2025Q4: 1,344 shares 1,344$205K0.05%-383Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,439 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,251 shares; 2025Q3: 2,101 shares; 2025Q4: 1,671 shares 1,671$203K0.05%-430Timeline
BARGRANITESHARES GOLD 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: 4,717 shares 4,717$200K0.04%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
DGXQUEST DIAGNOSTICS INC22,798$4.34Mshares
HSYHERSHEY CO22,122$4.14Mshares
CNCCENTENE CORP DEL75,744$2.7Mshares
JBLJABIL INC11,607$2.52Mshares
WSMWILLIAMS SONOMA INC12,070$2.36Mshares
DHID R HORTON INC13,564$2.3Mshares
SPYVSPDR SERIES TRUST7,518$416Kshares
VGTVANGUARD WORLD FD525$392Kshares
IWRISHARES TR3,171$306Kshares
UNHUNITEDHEALTH GROUP INC651$225Kshares
IWFISHARES TR449$211Kshares
IGVISHARES TR1,795$206Kshares

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 0001845943-26-000001 base2026-02-09acceptance time not in the bulk data set