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Wela Strategies, Inc.

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13F filer, CIK 1644329, ATLANTA, GA

Wela Strategies, Inc. reported $236,896,011 across 52 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-14. Its ten largest share positions make up 77.7% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001062993-25-007421

Period
2025-03-31
Reported value
$237M
Holdings
52
Top 10 weight
77.7%
New
22
Sold out
23

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+59,843$33.6M
BNDnew+174,146$12.8M
IJHnew+124,914$7.29M
XLFadded+116,475$5.8M
XLInew+42,134$5.52M

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
WFCexited-100,974-$59.4M
NCLHexited-165,654-$11.9M
NKEexited-120,928-$5.84M
QQQexited-24,532-$5.7M
XLUreduced-47,780-$3.77M

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 2025

Share positions as resolved from 13F-HR 0001062993-25-007421, largest first. % of portfolio is the value over $236,896,011, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 83,319 shares; 2024Q1: 102,519 shares; 2024Q2: 103,528 shares; 2024Q3: 95,174 shares; 2024Q4: 41,991 shares; 2025Q1: 101,834 shares 101,834$57.2M24.15%+59,843Timeline
SPTISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 799,463 shares; 2024Q1: 862,111 shares; 2024Q2: 851,359 shares; 2024Q3: 931,828 shares; 2024Q4: 970,337 shares; 2025Q1: 995,344 shares 995,344$28.4M12.01%+25,007Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 185,560 shares; 2024Q1: 194,645 shares; 2024Q2: 192,748 shares; 2024Q3: 206,938 shares; 2024Q4: 215,283 shares; 2025Q1: 219,642 shares 219,642$23.9M10.08%+4,359Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 258,043 shares; 2024Q1: 270,008 shares; 2024Q2: 273,295 shares; 2024Q3: 273,839 shares; 2024Q4: 286,723 shares; 2025Q1: 298,800 shares 298,800$22.6M9.54%+12,077Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 124,456 shares; 2024Q1: 138,059 shares; 2024Q2: 141,310 shares; 2024Q3: 162,401 shares; 2024Q4: not reported; 2025Q1: 174,146 shares 174,146$12.8M5.4%newTimeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 107,931 shares; 2024Q1: 108,633 shares; 2024Q2: 110,179 shares; 2024Q3: 106,006 shares; 2024Q4: 111,304 shares; 2025Q1: 116,424 shares 116,424$10.5M4.45%+5,120Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 181,213 shares; 2024Q1: 201,951 shares; 2024Q2: 203,579 shares; 2024Q3: 201,696 shares; 2024Q4: 208,958 shares; 2025Q1: 213,323 shares 213,323$9.66M4.08%+4,365Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50,065 shares; 2024Q1: 121,496 shares; 2024Q2: 121,894 shares; 2024Q3: 114,565 shares; 2024Q4: not reported; 2025Q1: 124,914 shares 124,914$7.29M3.08%newTimeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 136,632 shares; 2024Q1: 99,515 shares; 2024Q2: 100,744 shares; 2024Q3: 113,850 shares; 2024Q4: 986 shares; 2025Q1: 117,461 shares 117,461$5.85M2.47%+116,475Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,549 shares; 2024Q1: 27,378 shares; 2024Q2: 27,938 shares; 2024Q3: 32,564 shares; 2024Q4: 35,999 shares; 2025Q1: 39,692 shares 39,692$5.8M2.45%+3,693Timeline
ANGLVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 162,389 shares; 2024Q1: 168,569 shares; 2024Q2: 166,899 shares; 2024Q3: 184,857 shares; 2024Q4: 192,587 shares; 2025Q1: 194,793 shares 194,793$5.62M2.37%+2,206Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 118,421 shares; 2025Q1: 70,641 shares 70,641$5.57M2.35%-47,780Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 29,626 shares; 2024Q2: 30,476 shares; 2024Q3: 37,058 shares; 2024Q4: not reported; 2025Q1: 42,134 shares 42,134$5.52M2.33%newTimeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 97,399 shares; 2024Q1: 94,749 shares; 2024Q2: 101,320 shares; 2024Q3: 95,101 shares; 2024Q4: 95,820 shares; 2025Q1: 82,431 shares 82,431$5.09M2.15%-13,389Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 65,675 shares; 2024Q1: 32,122 shares; 2024Q2: 32,487 shares; 2024Q3: 30,095 shares; 2024Q4: not reported; 2025Q1: 34,071 shares 34,071$3.56M1.5%newTimeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 44,647 shares; 2024Q1: 41,510 shares; 2024Q2: 42,318 shares; 2024Q3: 33,684 shares; 2024Q4: 10,173 shares; 2025Q1: 35,904 shares 35,904$2.75M1.16%+25,731Timeline
EMLPFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 81,356 shares; 2024Q1: 96,609 shares; 2024Q2: 98,917 shares; 2024Q3: 63,517 shares; 2024Q4: 69,320 shares; 2025Q1: 64,243 shares 64,243$2.41M1.02%-5,077Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 36,543 shares; 2024Q1: 33,909 shares; 2024Q2: 34,584 shares; 2024Q3: 28,016 shares; 2024Q4: not reported; 2025Q1: 29,365 shares 29,365$2.3M0.97%newTimeline
FLRNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 88,417 shares; 2024Q1: 82,769 shares; 2024Q2: 84,415 shares; 2024Q3: 69,746 shares; 2024Q4: not reported; 2025Q1: 72,982 shares 72,982$2.25M0.95%newTimeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,701 shares; 2024Q1: 28,737 shares; 2024Q2: 29,358 shares; 2024Q3: 23,181 shares; 2024Q4: 22,557 shares; 2025Q1: 25,391 shares 25,391$1.79M0.75%+2,834Timeline
IQLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,293 shares; 2024Q1: 28,105 shares; 2024Q2: 29,173 shares; 2024Q3: 27,240 shares; 2024Q4: not reported; 2025Q1: 25,218 shares 25,218$1M0.42%newTimeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,388 shares; 2024Q1: 1,446 shares; 2024Q2: 1,359 shares; 2024Q3: 1,248 shares; 2024Q4: not reported; 2025Q1: 1,874 shares 1,874$837K0.35%newTimeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,233 shares; 2024Q1: 3,319 shares; 2024Q2: 3,386 shares; 2024Q3: 3,777 shares; 2024Q4: not reported; 2025Q1: 4,804 shares 4,804$804K0.34%newTimeline
CWISPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,407 shares; 2024Q1: 23,262 shares; 2024Q2: 23,504 shares; 2024Q3: 24,092 shares; 2024Q4: 67,320 shares; 2025Q1: 23,840 shares 23,840$705K0.3%-43,480Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,705 shares; 2024Q1: 12,284 shares; 2024Q2: 12,697 shares; 2024Q3: 8,722 shares; 2024Q4: not reported; 2025Q1: 14,539 shares 14,539$702K0.3%newTimeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,881 shares; 2024Q1: 5,406 shares; 2024Q2: 5,672 shares; 2024Q3: 5,859 shares; 2024Q4: 6,675 shares; 2025Q1: 5,825 shares 5,825$653K0.28%-850Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,629 shares; 2024Q1: 2,733 shares; 2024Q2: 2,826 shares; 2024Q3: 2,950 shares; 2024Q4: 3,475 shares; 2025Q1: 3,919 shares 3,919$650K0.27%+444Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,189 shares; 2024Q1: 8,491 shares; 2024Q2: 8,825 shares; 2024Q3: 9,212 shares; 2024Q4: not reported; 2025Q1: 10,279 shares 10,279$634K0.27%newTimeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,693 shares; 2024Q1: 1,653 shares; 2024Q2: 1,724 shares; 2024Q3: 1,724 shares; 2024Q4: 1,696 shares; 2025Q1: 1,698 shares 1,698$622K0.26%+2Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,309 shares; 2024Q4: not reported; 2025Q1: 4,008 shares 4,008$616K0.26%newTimeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,867 shares; 2024Q4: 2,477 shares; 2025Q1: 2,871 shares 2,871$608K0.26%+394Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,325 shares 2,325$567K0.24%newTimeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,233 shares; 2024Q1: 1,765 shares; 2024Q2: 1,764 shares; 2024Q3: 1,696 shares; 2024Q4: 1,947 shares; 2025Q1: 2,032 shares 2,032$547K0.23%+85Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,622 shares; 2024Q1: 1,453 shares; 2024Q2: 1,452 shares; 2024Q3: 1,436 shares; 2024Q4: 1,657 shares; 2025Q1: 1,708 shares 1,708$535K0.23%+51Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,149 shares; 2024Q1: 2,398 shares; 2024Q2: 2,348 shares; 2024Q3: 2,344 shares; 2024Q4: not reported; 2025Q1: 2,362 shares 2,362$525K0.22%newTimeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 772 shares 772$512K0.22%newTimeline
XIGDXVOYA GLBL EQTY DIV & PREM OPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 186,852 shares; 2024Q1: 130,477 shares; 2024Q2: 134,918 shares; 2024Q3: 81,952 shares; 2024Q4: 83,935 shares; 2025Q1: 86,497 shares 86,497$499K0.21%+2,562Timeline
HIOWESTERN ASSET HIGH INCOME OPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250,232 shares; 2024Q1: 169,453 shares; 2024Q2: 176,091 shares; 2024Q3: 117,892 shares; 2024Q4: 120,196 shares; 2025Q1: 120,053 shares 120,053$478K0.2%-143Timeline
BTZBLACKROCK CR ALLOCATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 95,509 shares; 2024Q1: 61,210 shares; 2024Q2: 63,597 shares; 2024Q3: 41,009 shares; 2024Q4: 39,799 shares; 2025Q1: 43,449 shares 43,449$466K0.2%+3,650Timeline
XEVVXEATON VANCE LIMITED DURATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 61,742 shares; 2024Q2: 64,265 shares; 2024Q3: 45,107 shares; 2024Q4: not reported; 2025Q1: 46,643 shares 46,643$465K0.2%newTimeline
LDPCOHEN & STEERS LTD DURATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,726 shares 22,726$463K0.2%newTimeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,500 shares; 2024Q1: 1,667 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: not reported; 2025Q1: 1,700 shares 1,700$448K0.19%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 651 shares; 2024Q1: 675 shares; 2024Q2: 1,021 shares; 2024Q3: 1,021 shares; 2024Q4: not reported; 2025Q1: 1,028 shares 1,028$386K0.16%newTimeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,217 shares; 2024Q1: 19,682 shares; 2024Q2: 19,913 shares; 2024Q3: 22,922 shares; 2024Q4: not reported; 2025Q1: 1,635 shares 1,635$338K0.14%newTimeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,425 shares; 2024Q1: 4,441 shares; 2024Q2: 5,113 shares; 2024Q3: 4,544 shares; 2024Q4: 4,691 shares; 2025Q1: 4,691 shares 4,691$336K0.14%0Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 23,356 shares; 2025Q1: 4,300 shares 4,300$291K0.12%-19,056Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,006 shares; 2024Q1: 3,559 shares; 2024Q2: 3,561 shares; 2024Q3: 3,563 shares; 2024Q4: 3,115 shares; 2025Q1: 3,160 shares 3,160$291K0.12%+45Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,571 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,606 shares; 2024Q4: not reported; 2025Q1: 10,174 shares 10,174$288K0.12%newTimeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,010 shares; 2024Q1: 2,477 shares; 2024Q2: 2,485 shares; 2024Q3: 1,535 shares; 2024Q4: 1,486 shares; 2025Q1: 1,458 shares 1,458$251K0.11%-28Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 986 shares; 2024Q1: 986 shares; 2024Q2: 986 shares; 2024Q3: 986 shares; 2024Q4: not reported; 2025Q1: 938 shares 938$222K0.09%newTimeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 5,394 shares; 2024Q2: 5,441 shares; 2024Q3: 5,190 shares; 2024Q4: 4,989 shares; 2025Q1: 5,008 shares 5,008$209K0.09%+19Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,702 shares; 2024Q1: 18,702 shares; 2024Q2: 18,994 shares; 2024Q3: 18,702 shares; 2024Q4: 11,093 shares; 2025Q1: 18,702 shares 18,702$18.7K0.01%+7,609Timeline

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
WFCWELLS FARGO & CO100,974$59.4Mshares
NCLHNORWEGIAN CRUISE LINE HLDGS165,654$11.9Mshares
NKENIKE INC120,928$5.84Mshares
QQQINVESCO QQQ TR24,532$5.7Mshares
SCHGSCHWAB STRATEGIC TR31,321$3.61Mshares
GEVGE VERNOVA INC32,700$2.44Mshares
DALDELTA AIR LINES INC27,070$2.09Mshares
DLBDOLBY LABORATORIES INC16,921$1.55Mshares
DEDEERE & CO26,702$991Kshares
JPMJPMORGAN CHASE & CO1,398$679Kshares
COPCONOCOPHILLIPS4,383$635Kshares
DOVDOVER CORP10,617$629Kshares
NVONOVO-NORDISK A S2,357$590Kshares
VGTVANGUARD WORLD FD2,000$584Kshares
EMBISHARES TR1,347$571Kshares
GGGGRACO INC3,262$501Kshares
AGGISHARES TR60,170$473Kshares
VLOVALERO ENERGY CORP10,085$453Kshares
VRTXVERTEX PHARMACEUTICALS INC46,113$451Kshares
CSXCSX CORP1,027$433Kshares
GEHCGE HEALTHCARE TECHNOLOGIES I5,650$345Kshares
ADBEADOBE INC1,239$235Kshares
BRK-BBERKSHIRE HATHAWAY INC DEL18,702$18.7Kshares

How Q1 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 0001062993-25-007421 base2025-04-14acceptance time not in the bulk data set