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Wealthstar Advisors, LLC

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13F filer, CIK 1602224, Plano, TX

Wealthstar Advisors, LLC reported $213,302,092 across 111 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-27. Its ten largest share positions make up 44.49% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002085853-26-000514

Period
2026-03-31
Reported value
$213M
Holdings
111
Top 10 weight
44.49%
New
19
Sold out
33

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IYMnew+10,986$1.93M
KEYSnew+6,465$1.83M
BPnew+38,702$1.82M
WDCnew+6,567$1.78M
BTSGnew+35,791$1.53M

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
SPXLreduced-20,852-$3.86M
TXNreduced-13,117-$2.55M
AEPreduced-13,712-$1.8M
TIGOreduced-20,382-$1.53M
PHexited-1,690-$1.49M

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, Q1 2026

Share positions as resolved from 13F-HR 0002085853-26-000514, largest first. % of portfolio is the value over $167,973,394, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 296,610 shares; 2025Q1: 296,112 shares; 2025Q2: 481,825 shares; 2025Q3: 330,423 shares; 2025Q4: 168,594 shares; 2026Q1: 147,742 shares 147,742$27.3M16.26%-20,852Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 130,262 shares; 2025Q1: 134,772 shares; 2025Q2: 121,995 shares; 2025Q3: 122,083 shares; 2025Q4: 191,725 shares; 2026Q1: 190,779 shares 190,779$10M5.97%-946Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 217,654 shares; 2025Q1: 107,842 shares; 2025Q2: 95,492 shares; 2025Q3: 93,173 shares; 2025Q4: 91,398 shares; 2026Q1: 89,151 shares 89,151$9.72M5.78%-2,247Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 181,581 shares; 2025Q1: 110,192 shares; 2025Q2: 104,012 shares; 2025Q3: 101,965 shares; 2025Q4: 98,896 shares; 2026Q1: 98,745 shares 98,745$7.86M4.68%-151Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,933 shares; 2025Q1: 38,304 shares; 2025Q2: 37,753 shares; 2025Q3: 42,590 shares; 2025Q4: 38,697 shares; 2026Q1: 25,580 shares 25,580$4.97M2.96%-13,117Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 112,492 shares; 2025Q1: 111,760 shares; 2025Q2: 77,954 shares; 2025Q3: 77,721 shares; 2025Q4: 73,857 shares; 2026Q1: 70,265 shares 70,265$3.74M2.23%-3,592Timeline
QQQHNEOS ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 65,759 shares; 2025Q2: 65,761 shares; 2025Q3: 65,764 shares; 2025Q4: 65,780 shares; 2026Q1: 65,783 shares 65,783$3.37M2.01%+3Timeline
GVIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59,164 shares; 2025Q1: 48,163 shares; 2025Q2: 36,380 shares; 2025Q3: 31,677 shares; 2025Q4: 28,604 shares; 2026Q1: 26,137 shares 26,137$2.79M1.66%-2,467Timeline
IBDWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,078 shares; 2025Q4: 109,499 shares; 2026Q1: 118,755 shares 118,755$2.49M1.48%+9,256Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,293 shares; 2025Q1: 55,294 shares; 2025Q2: 54,827 shares; 2025Q3: 53,682 shares; 2025Q4: 53,682 shares; 2026Q1: 53,515 shares 53,515$2.47M1.47%-167Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,488 shares; 2025Q1: 41,893 shares; 2025Q2: 44,819 shares; 2025Q3: not reported; 2025Q4: 53,494 shares; 2026Q1: 37,929 shares 37,929$2.46M1.46%-15,565Timeline
TSLXSIXTH STREET SPECIALTY LENDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 130,604 shares; 2025Q1: 129,998 shares; 2025Q2: 129,482 shares; 2025Q3: 129,495 shares; 2025Q4: 129,509 shares; 2026Q1: 129,524 shares 129,524$2.38M1.42%+15Timeline
PAAPLAINS ALL AMERN PIPELINE LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,470 shares; 2025Q1: 37,346 shares; 2025Q2: 41,383 shares; 2025Q3: 35,047 shares; 2025Q4: 41,103 shares; 2026Q1: 103,580 shares 103,580$2.31M1.38%+62,477Timeline
IDUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,302 shares; 2025Q1: 18,704 shares; 2025Q2: 22,040 shares; 2025Q3: 18,720 shares; 2025Q4: 24,666 shares; 2026Q1: 19,273 shares 19,273$2.24M1.33%-5,393Timeline
IBDSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,942 shares; 2025Q4: 85,261 shares; 2026Q1: 88,107 shares 88,107$2.14M1.27%+2,846Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,173 shares; 2025Q4: 19,092 shares; 2026Q1: 15,694 shares 15,694$2.13M1.27%-3,398Timeline
IYMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,986 shares 10,986$1.93M1.15%newTimeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,056 shares; 2025Q1: 2,589 shares; 2025Q2: 7,666 shares; 2025Q3: 7,350 shares; 2025Q4: 7,072 shares; 2026Q1: 4,860 shares 4,860$1.92M1.14%-2,212Timeline
PDIPIMCO DYNAMIC INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 113,293 shares; 2025Q1: 113,070 shares; 2025Q2: 113,008 shares; 2025Q3: 113,066 shares; 2025Q4: 111,534 shares; 2026Q1: 108,997 shares 108,997$1.86M1.11%-2,537Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 91,067 shares; 2025Q1: 106,822 shares; 2025Q2: 90,915 shares; 2025Q3: 91,128 shares; 2025Q4: 81,802 shares; 2026Q1: 84,206 shares 84,206$1.84M1.1%+2,404Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,465 shares 6,465$1.83M1.09%newTimeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,702 shares 38,702$1.82M1.08%newTimeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,567 shares 6,567$1.78M1.06%newTimeline
IYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,515 shares; 2025Q1: 20,146 shares; 2025Q2: 2,129 shares; 2025Q3: not reported; 2025Q4: 20,943 shares; 2026Q1: 14,928 shares 14,928$1.76M1.05%-6,015Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,073 shares; 2026Q1: 4,851 shares 4,851$1.64M0.98%+3,778Timeline
BTSGBRIGHTSPRING HEALTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,791 shares 35,791$1.53M0.91%newTimeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,992 shares; 2025Q2: 6,941 shares; 2025Q3: 5,463 shares; 2025Q4: 5,488 shares; 2026Q1: 12,539 shares 12,539$1.49M0.89%+7,051Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,190 shares 32,190$1.47M0.88%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,254 shares; 2025Q1: 9,053 shares; 2025Q2: 9,027 shares; 2025Q3: 8,983 shares; 2025Q4: 6,237 shares; 2026Q1: 5,736 shares 5,736$1.46M0.87%-501Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,268 shares; 2025Q1: 11,500 shares; 2025Q2: 10,165 shares; 2025Q3: 9,982 shares; 2025Q4: 10,259 shares; 2026Q1: 8,285 shares 8,285$1.44M0.86%-1,974Timeline
INGING GROEP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,203 shares; 2025Q1: 61,010 shares; 2025Q2: 74,282 shares; 2025Q3: 71,961 shares; 2025Q4: 71,925 shares; 2026Q1: 53,800 shares 53,800$1.4M0.83%-18,125Timeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,897 shares 66,897$1.34M0.8%newTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,416 shares; 2025Q2: 2,666 shares; 2025Q3: 5,719 shares; 2025Q4: 3,799 shares; 2026Q1: 9,048 shares 9,048$1.32M0.79%+5,249Timeline
GSYINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,923 shares; 2025Q1: 33,086 shares; 2025Q2: 32,990 shares; 2025Q3: 29,765 shares; 2025Q4: 27,765 shares; 2026Q1: 26,365 shares 26,365$1.32M0.79%-1,400Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,843 shares; 2025Q1: 43,587 shares; 2025Q2: 16,169 shares; 2025Q3: 22,217 shares; 2025Q4: 14,435 shares; 2026Q1: 14,834 shares 14,834$1.31M0.78%+399Timeline
PFFAETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,036 shares; 2025Q1: 55,443 shares; 2025Q2: 58,023 shares; 2025Q3: 62,256 shares; 2025Q4: 62,273 shares; 2026Q1: 63,781 shares 63,781$1.3M0.77%+1,508Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,997 shares; 2025Q1: 10,559 shares; 2025Q2: 8,925 shares; 2025Q3: 8,953 shares; 2025Q4: 6,910 shares; 2026Q1: 6,213 shares 6,213$1.29M0.77%-697Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,642 shares; 2025Q2: 1,578 shares; 2025Q3: 9,611 shares; 2025Q4: 8,171 shares; 2026Q1: 6,687 shares 6,687$1.29M0.77%-1,484Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 871 shares 871$1.28M0.76%newTimeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,021 shares; 2025Q1: 10,145 shares; 2025Q2: 10,234 shares; 2025Q3: 10,036 shares; 2025Q4: 19,922 shares; 2026Q1: 20,871 shares 20,871$1.28M0.76%+949Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,567 shares; 2025Q1: 3,282 shares; 2025Q2: 3,033 shares; 2025Q3: 3,016 shares; 2025Q4: 2,967 shares; 2026Q1: 2,868 shares 2,868$1.22M0.73%-99Timeline
LNCLINCOLN NATL CORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,317 shares 33,317$1.18M0.7%newTimeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,712 shares; 2025Q1: 8,551 shares; 2025Q2: 20,897 shares; 2025Q3: 18,408 shares; 2025Q4: 7,718 shares; 2026Q1: 6,240 shares 6,240$1.13M0.67%-1,478Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,522 shares; 2025Q1: 16,017 shares; 2025Q2: 16,272 shares; 2025Q3: 16,546 shares; 2025Q4: 5,522 shares; 2026Q1: 5,318 shares 5,318$1.11M0.66%-204Timeline
IVZINVESCO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,240 shares 45,240$1.1M0.65%newTimeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,591 shares 7,591$1.07M0.64%newTimeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,084 shares; 2025Q4: 5,237 shares; 2026Q1: 15,556 shares 15,556$1.06M0.63%+10,319Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,840 shares; 2025Q1: 15,301 shares; 2025Q2: 15,290 shares; 2025Q3: 15,357 shares; 2025Q4: 15,393 shares; 2026Q1: 15,445 shares 15,445$1.05M0.62%+52Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,273 shares; 2025Q1: 3,295 shares; 2025Q2: 4,184 shares; 2025Q3: 6,221 shares; 2025Q4: 6,481 shares; 2026Q1: 6,407 shares 6,407$1.04M0.62%-74Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,504 shares; 2025Q1: 2,474 shares; 2025Q2: 2,512 shares; 2025Q3: 2,539 shares; 2025Q4: 1,490 shares; 2026Q1: 1,498 shares 1,498$975K0.58%+8Timeline
KGCKINROSS GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,114 shares; 2025Q3: 65,160 shares; 2025Q4: 52,098 shares; 2026Q1: 31,805 shares 31,805$971K0.58%-20,293Timeline
HMYHARMONY GOLD MNG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,138 shares 63,138$970K0.58%newTimeline
AEGAEGON LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 102,086 shares; 2025Q1: 95,039 shares; 2025Q2: 96,994 shares; 2025Q3: 84,259 shares; 2025Q4: 85,221 shares; 2026Q1: 133,514 shares 133,514$969K0.58%+48,293Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,155 shares; 2025Q1: 17,071 shares; 2025Q2: 18,333 shares; 2025Q3: 20,955 shares; 2025Q4: 19,682 shares; 2026Q1: 18,816 shares 18,816$929K0.55%-866Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,559 shares; 2025Q1: 4,608 shares; 2025Q2: 4,608 shares; 2025Q3: 4,728 shares; 2025Q4: 2,329 shares; 2026Q1: 2,095 shares 2,095$902K0.54%-234Timeline
TIGOMILLICOM INTL CELLULAR S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,393 shares; 2026Q1: 12,011 shares 12,011$900K0.54%-20,382Timeline
BITBBITWISE BITCOIN ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,040 shares; 2025Q2: 7,040 shares; 2025Q3: 7,040 shares; 2025Q4: 22,240 shares; 2026Q1: 22,240 shares 22,240$819K0.49%0Timeline
FHLCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,068 shares; 2025Q1: 10,431 shares; 2025Q2: 10,896 shares; 2025Q3: 11,213 shares; 2025Q4: 11,144 shares; 2026Q1: 11,009 shares 11,009$775K0.46%-135Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,883 shares; 2025Q1: 2,101 shares; 2025Q2: 2,197 shares; 2025Q3: 2,011 shares; 2025Q4: 1,973 shares; 2026Q1: 1,344 shares 1,344$769K0.46%-629Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,946 shares; 2025Q1: 15,468 shares; 2025Q2: 15,347 shares; 2025Q3: 13,627 shares; 2025Q4: 13,578 shares; 2026Q1: 13,709 shares 13,709$742K0.44%+131Timeline
USIGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,730 shares; 2025Q1: 15,253 shares; 2025Q2: 15,084 shares; 2025Q3: 15,012 shares; 2025Q4: 14,495 shares; 2026Q1: 14,481 shares 14,481$742K0.44%-14Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,858 shares; 2025Q1: 2,628 shares; 2025Q2: 2,475 shares; 2025Q3: 2,610 shares; 2025Q4: 2,617 shares; 2026Q1: 2,519 shares 2,519$741K0.44%-98Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,785 shares; 2025Q1: 21,061 shares; 2025Q2: 17,283 shares; 2025Q3: 19,412 shares; 2025Q4: 20,783 shares; 2026Q1: 19,307 shares 19,307$731K0.43%-1,476Timeline
TRPTC ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,143 shares; 2025Q2: 13,289 shares; 2025Q3: 11,766 shares; 2025Q4: 11,300 shares; 2026Q1: 11,465 shares 11,465$718K0.43%+165Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,317 shares; 2025Q1: 44,230 shares; 2025Q2: 42,528 shares; 2025Q3: 35,824 shares; 2025Q4: 42,639 shares; 2026Q1: 36,842 shares 36,842$711K0.42%-5,797Timeline
HESMHESS MIDSTREAM LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,833 shares; 2025Q2: 19,713 shares; 2025Q3: 14,726 shares; 2025Q4: 20,693 shares; 2026Q1: 17,795 shares 17,795$692K0.41%-2,898Timeline
MPLXMPLX LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,645 shares; 2025Q1: 13,001 shares; 2025Q2: 13,620 shares; 2025Q3: 12,408 shares; 2025Q4: 12,598 shares; 2026Q1: 11,426 shares 11,426$652K0.39%-1,172Timeline
HSBCHSBC HLDGS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,430 shares; 2025Q1: 10,897 shares; 2025Q2: 11,214 shares; 2025Q3: 9,807 shares; 2025Q4: 9,677 shares; 2026Q1: 7,903 shares 7,903$652K0.39%-1,774Timeline
SBRASABRA HEALTH CARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,124 shares; 2025Q1: 41,914 shares; 2025Q2: 39,504 shares; 2025Q3: 34,875 shares; 2025Q4: 34,860 shares; 2026Q1: 33,562 shares 33,562$645K0.38%-1,298Timeline
SPHSUBURBAN PROPANE PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,233 shares; 2025Q1: 34,136 shares; 2025Q2: 36,771 shares; 2025Q3: 32,525 shares; 2025Q4: 33,239 shares; 2026Q1: 32,624 shares 32,624$642K0.38%-615Timeline
GSLGLOBAL SHIP LEASE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,732 shares 16,732$623K0.37%newTimeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,335 shares; 2025Q1: 5,345 shares; 2025Q2: 5,353 shares; 2025Q3: 5,461 shares; 2025Q4: 5,333 shares; 2026Q1: 5,106 shares 5,106$617K0.37%-227Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,305 shares; 2025Q1: 2,349 shares; 2025Q2: 2,345 shares; 2025Q3: 2,357 shares; 2025Q4: 1,830 shares; 2026Q1: 1,618 shares 1,618$599K0.36%-212Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,811 shares; 2025Q1: 3,777 shares; 2025Q2: 3,246 shares; 2025Q3: 3,428 shares; 2025Q4: 2,052 shares; 2026Q1: 2,053 shares 2,053$589K0.35%+1Timeline
MSDMORGAN STANLEY EMKT DBT FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 83,837 shares; 2025Q1: 58,781 shares; 2025Q2: 58,252 shares; 2025Q3: 82,495 shares; 2025Q4: 78,604 shares; 2026Q1: 82,886 shares 82,886$582K0.35%+4,282Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,587 shares; 2025Q1: 4,358 shares; 2025Q2: 4,384 shares; 2025Q3: 4,390 shares; 2025Q4: 4,076 shares; 2026Q1: 3,844 shares 3,844$569K0.34%-232Timeline
AISTIDAL TRUST IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,550 shares; 2025Q3: 13,318 shares; 2025Q4: 13,468 shares; 2026Q1: 13,468 shares 13,468$564K0.34%0Timeline
SPIBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,922 shares; 2025Q1: 20,361 shares; 2025Q2: 19,400 shares; 2025Q3: 17,533 shares; 2025Q4: 16,832 shares; 2026Q1: 16,605 shares 16,605$557K0.33%-227Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,995 shares; 2025Q1: 21,271 shares; 2025Q2: 19,307 shares; 2025Q3: 19,319 shares; 2025Q4: 18,504 shares; 2026Q1: 17,870 shares 17,870$537K0.32%-634Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,006 shares; 2025Q1: 2,057 shares; 2025Q2: 1,899 shares; 2025Q3: 1,723 shares; 2025Q4: 1,667 shares; 2026Q1: 1,618 shares 1,618$532K0.32%-49Timeline
NLYANNALY CAPITAL MANAGEMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 29,179 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,895 shares 24,895$527K0.31%newTimeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,978 shares; 2025Q1: 15,978 shares; 2025Q2: 15,978 shares; 2025Q3: 16,607 shares; 2025Q4: 16,058 shares; 2026Q1: 17,122 shares 17,122$525K0.31%+1,064Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,319 shares; 2025Q1: 6,330 shares; 2025Q2: 6,487 shares; 2025Q3: 6,501 shares; 2025Q4: 6,498 shares; 2026Q1: 6,204 shares 6,204$509K0.3%-294Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,124 shares; 2025Q1: 2,165 shares; 2025Q2: 4,541 shares; 2025Q3: 4,407 shares; 2025Q4: 4,394 shares; 2026Q1: 4,439 shares 4,439$502K0.3%+45Timeline
SSOPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,805 shares; 2025Q1: 5,726 shares; 2025Q2: 4,955 shares; 2025Q3: 4,877 shares; 2025Q4: 9,901 shares; 2026Q1: 9,584 shares 9,584$497K0.3%-317Timeline
GSKGSK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,471 shares 8,471$468K0.28%newTimeline
CBLCBL & ASSOC PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,790 shares 11,790$453K0.27%newTimeline
SEIXVIRTUS ETF TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,189 shares; 2025Q1: 17,214 shares; 2025Q2: 18,733 shares; 2025Q3: 19,853 shares; 2025Q4: 19,449 shares; 2026Q1: 19,465 shares 19,465$449K0.27%+16Timeline
FSKFS KKR CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 83,332 shares; 2025Q1: 83,332 shares; 2025Q2: 83,662 shares; 2025Q3: 84,008 shares; 2025Q4: 45,897 shares; 2026Q1: 42,566 shares 42,566$433K0.26%-3,331Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,041 shares; 2025Q1: 1,326 shares; 2025Q2: 1,398 shares; 2025Q3: 1,449 shares; 2025Q4: 1,523 shares; 2026Q1: 1,431 shares 1,431$433K0.26%-92Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,771 shares; 2025Q1: 1,765 shares; 2025Q2: 1,681 shares; 2025Q3: 1,746 shares; 2025Q4: 1,714 shares; 2026Q1: 1,725 shares 1,725$428K0.25%+11Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 866 shares; 2025Q1: 818 shares; 2025Q2: 805 shares; 2025Q3: 782 shares; 2025Q4: 768 shares; 2026Q1: 703 shares 703$406K0.24%-65Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,923 shares; 2025Q1: 1,935 shares; 2025Q2: 1,767 shares; 2025Q3: 1,822 shares; 2025Q4: 3,648 shares; 2026Q1: 3,651 shares 3,651$398K0.24%+3Timeline
KRGKITE REALTY GROUP TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,728 shares; 2025Q1: 14,728 shares; 2025Q2: 14,728 shares; 2025Q3: 13,986 shares; 2025Q4: 13,986 shares; 2026Q1: 13,986 shares 13,986$343K0.2%0Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 927 shares; 2025Q1: 927 shares; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 927 shares; 2026Q1: 927 shares 927$341K0.2%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 379 shares; 2025Q1: 382 shares; 2025Q2: 434 shares; 2025Q3: 431 shares; 2025Q4: 365 shares; 2026Q1: 330 shares 330$328K0.2%-35Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,735 shares; 2025Q1: 16,608 shares; 2025Q2: 15,683 shares; 2025Q3: 7,622 shares; 2025Q4: 2,214 shares; 2026Q1: 1,838 shares 1,838$312K0.19%-376Timeline
IYYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,726 shares; 2025Q3: 1,994 shares; 2025Q4: 2,031 shares; 2026Q1: 1,937 shares 1,937$307K0.18%-94Timeline
IXJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,939 shares; 2025Q1: 2,939 shares; 2025Q2: 2,946 shares; 2025Q3: 2,946 shares; 2025Q4: 2,967 shares; 2026Q1: 2,827 shares 2,827$264K0.16%-140Timeline
FELCFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,178 shares; 2025Q1: 6,536 shares; 2025Q2: 6,852 shares; 2025Q3: 6,986 shares; 2025Q4: 7,234 shares; 2026Q1: 7,243 shares 7,243$263K0.16%+9Timeline
VALVALARIS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,546 shares 2,546$250K0.15%newTimeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,094 shares; 2025Q4: 15,577 shares; 2026Q1: 1,865 shares 1,865$245K0.15%-13,712Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 538 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 538 shares; 2025Q4: 538 shares; 2026Q1: 538 shares 538$239K0.14%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,512 shares; 2025Q1: 1,049 shares; 2025Q2: 1,049 shares; 2025Q3: 1,055 shares; 2025Q4: 351 shares; 2026Q1: 351 shares 351$229K0.14%0Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,006 shares 1,006$215K0.13%newTimeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,761 shares 3,761$214K0.13%newTimeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,805 shares; 2026Q1: 2,807 shares 2,807$211K0.13%+2Timeline
PFFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,764 shares; 2025Q1: 7,367 shares; 2025Q2: 7,298 shares; 2025Q3: 7,374 shares; 2025Q4: 7,330 shares; 2026Q1: 6,846 shares 6,846$208K0.12%-484Timeline
BXMTBLACKSTONE MORTGAGE TRUST INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,230 shares; 2025Q1: 10,250 shares; 2025Q2: 10,250 shares; 2025Q3: 10,250 shares; 2025Q4: 10,250 shares; 2026Q1: 10,250 shares 10,250$196K0.12%0Timeline
CAPITAL SOUTHWEST CORPCAPITAL SOUTHWEST CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108,000 shares; 2026Q1: 108,000 shares 108,000$112K0.07%0

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SPYSTATE STR SPDR S&P 500 ETF T SHScall69,700$45.3M+5,900

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
PHPARKER-HANNIFIN CORP1,690$1.49Mshares
ABTABBOTT LABORATORIES11,591$1.45Mshares
VTRVENTAS INC18,139$1.4Mshares
AEMAGNICO EAGLE MINES LTD7,856$1.33Mshares
LLYELI LILLY & CO1,169$1.26Mshares
JNJJOHNSON & JOHNSON5,644$1.17Mshares
HCAHCA HEALTHCARE INC2,162$1.01Mshares
NWGNATWEST GROUP PLC40,576$710Kshares
ETRENTERGY CORP NEW6,946$642Kshares
MUBISHARES TR5,754$616Kshares
CNACNA FINL CORP12,695$606Kshares
BSXBOSTON SCIENTIFIC CORP6,134$585Kshares
ORIOLD REP INTL CORP11,961$546Kshares
PANWPALO ALTO NETWORKS INC2,754$507Kshares
AFLAFLAC INC4,343$479Kshares
VTCVANGUARD SCOTTSDALE FDS6,055$470Kshares
UNMUNUM GROUP5,953$461Kshares
TLHISHARES TR4,522$460Kshares
TBILRBB FD INC8,920$445Kshares
CHDCHURCH & DWIGHT CO INC5,162$433Kshares
TMUST-MOBILE US INC2,098$426Kshares
ONEQFIDELITY COMWLTH TR3,986$364Kshares
SAPSAP SE1,414$343Kshares
SESEA LTD2,679$342Kshares
CVXCHEVRON CORPORATION1,900$290Kshares
TRVTRAVELERS COMPANIES INC977$283Kshares
VGTVANGUARD WORLD FD366$276Kshares
GSGOLDMAN SACHS GROUP INC299$263Kshares
FNDXSCHWAB STRATEGIC TR9,552$260Kshares
BRK-BBERKSHIRE HATHAWAY INC DEL469$236Kshares
GOOGLALPHABET INC701$219Kshares
DDMPROSHARES TR3,752$213Kshares
TYGOTIGO ENERGY INC29,387$40.6Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002085853-26-000514 base2026-04-27acceptance time not in the bulk data set