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Whitcomb & Hess, Inc.

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13F filer, CIK 1813577, ASHLAND, OH

Whitcomb & Hess, Inc. reported $388,917,011 across 57 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-09. Its ten largest share positions make up 67.8% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001813577-25-000008

Period
2025-09-30
Reported value
$389M
Holdings
57
Top 10 weight
67.8%
New
4
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BOXXadded+13,992$1.59M
VMBSadded+32,048$1.5M
FLRNadded+40,205$1.24M
SPYVadded+19,310$1.07M
VGSHadded+18,124$1.07M

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
GDXreduced-43,101-$3.29M
EWPreduced-34,292-$1.7M
SPYGreduced-2,263-$237K
REMXreduced-3,351-$221K
PMexited-1,188-$216K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001813577-25-000008, largest first. % of portfolio is the value over $388,917,011, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 862,537 shares; 2025Q1: 872,101 shares; 2025Q2: 885,530 shares; 2025Q3: 904,840 shares 904,840$50.1M12.87%+19,310Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 748,585 shares; 2025Q1: 757,392 shares; 2025Q2: 759,390 shares; 2025Q3: 763,835 shares 763,835$45.8M11.77%+4,445Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 376,472 shares; 2025Q1: 371,768 shares; 2025Q2: 371,449 shares; 2025Q3: 369,186 shares 369,186$38.6M9.92%-2,263Timeline
BOXXEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 224,219 shares; 2025Q1: 205,767 shares; 2025Q2: 214,134 shares; 2025Q3: 228,126 shares 228,126$26M6.68%+13,992Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 290,777 shares; 2025Q1: 294,033 shares; 2025Q2: 298,923 shares; 2025Q3: 305,734 shares 305,734$20M5.13%+6,811Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 147,805 shares; 2025Q1: 151,271 shares; 2025Q2: 154,763 shares; 2025Q3: 161,762 shares 161,762$19.2M4.94%+6,999Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 344,775 shares; 2025Q1: 349,226 shares; 2025Q2: 351,683 shares; 2025Q3: 354,018 shares 354,018$19.2M4.93%+2,335Timeline
VMBSVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 324,011 shares; 2025Q1: 326,005 shares; 2025Q2: 332,406 shares; 2025Q3: 364,454 shares 364,454$17.1M4.4%+32,048Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 238,766 shares; 2025Q1: 232,734 shares; 2025Q2: 225,262 shares; 2025Q3: 182,161 shares 182,161$13.9M3.58%-43,101Timeline
FLRNSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 399,510 shares; 2025Q1: 402,255 shares; 2025Q2: 410,546 shares; 2025Q3: 450,751 shares 450,751$13.9M3.58%+40,205Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 211,814 shares; 2025Q1: 213,455 shares; 2025Q2: 217,162 shares; 2025Q3: 235,286 shares 235,286$13.8M3.56%+18,124Timeline
PGHYINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 556,550 shares; 2025Q1: 559,762 shares; 2025Q2: 572,073 shares; 2025Q3: 621,605 shares 621,605$12.4M3.19%+49,532Timeline
LITGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 184,627 shares; 2025Q1: 189,569 shares; 2025Q2: 192,021 shares; 2025Q3: 206,915 shares 206,915$11.8M3.02%+14,894Timeline
EWPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 262,118 shares; 2025Q1: 258,232 shares; 2025Q2: 251,640 shares; 2025Q3: 217,348 shares 217,348$10.8M2.77%-34,292Timeline
ECHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 288,712 shares; 2025Q1: 291,165 shares; 2025Q2: 290,368 shares; 2025Q3: 292,969 shares 292,969$9.66M2.48%+2,601Timeline
EMLCVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 346,969 shares; 2025Q1: 355,415 shares; 2025Q2: 359,976 shares; 2025Q3: 377,057 shares 377,057$9.62M2.47%+17,081Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 95,660 shares; 2025Q1: 95,983 shares; 2025Q2: 97,862 shares; 2025Q3: 102,821 shares 102,821$9.19M2.36%+4,959Timeline
EWMISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 324,179 shares; 2025Q1: 329,861 shares; 2025Q2: 332,936 shares; 2025Q3: 346,091 shares 346,091$8.97M2.31%+13,155Timeline
EWZISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 234,292 shares; 2025Q1: 279,223 shares; 2025Q2: 279,016 shares; 2025Q3: 287,446 shares 287,446$8.91M2.29%+8,430Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 99,653 shares; 2025Q1: 102,325 shares; 2025Q2: 104,966 shares; 2025Q3: 106,727 shares 106,727$2.48M0.64%+1,761Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,945 shares; 2025Q1: 40,019 shares; 2025Q2: 40,244 shares; 2025Q3: 40,769 shares 40,769$2.45M0.63%+525Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,425 shares; 2025Q1: 17,844 shares; 2025Q2: 18,718 shares; 2025Q3: 18,268 shares 18,268$2.21M0.57%-450Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,003 shares; 2025Q1: 14,986 shares; 2025Q2: 14,355 shares; 2025Q3: 13,720 shares 13,720$2M0.51%-635Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,167 shares; 2025Q1: 22,393 shares; 2025Q2: 22,775 shares; 2025Q3: 23,421 shares 23,421$1.94M0.5%+646Timeline
SPSBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,713 shares; 2025Q1: 59,693 shares; 2025Q2: 58,502 shares; 2025Q3: 58,569 shares 58,569$1.77M0.46%+67Timeline
FLBRFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,246 shares; 2025Q1: 84,741 shares; 2025Q2: 84,147 shares; 2025Q3: 84,189 shares 84,189$1.6M0.41%+42Timeline
HYEMVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,388 shares; 2025Q1: 73,295 shares; 2025Q2: 73,796 shares; 2025Q3: 73,948 shares 73,948$1.48M0.38%+152Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,396 shares; 2025Q1: 6,221 shares; 2025Q2: 6,237 shares; 2025Q3: 6,279 shares 6,279$1.3M0.33%+42Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,640 shares; 2025Q1: 32,285 shares; 2025Q2: 32,126 shares; 2025Q3: 30,635 shares 30,635$1.02M0.26%-1,491Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,891 shares; 2025Q1: 1,903 shares; 2025Q2: 1,855 shares; 2025Q3: 1,833 shares 1,833$949K0.24%-22Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,505 shares; 2025Q1: 3,473 shares; 2025Q2: 3,473 shares; 2025Q3: 3,579 shares 3,579$911K0.23%+106Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 872 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 1,139 shares 1,139$759K0.2%+266Timeline
HYLBDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,917 shares; 2025Q1: 18,044 shares; 2025Q2: 18,188 shares; 2025Q3: 18,911 shares 18,911$702K0.18%+723Timeline
LQDALIQUIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,495 shares; 2025Q1: 21,300 shares; 2025Q2: 27,827 shares; 2025Q3: 28,385 shares 28,385$645K0.17%+558Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,905 shares; 2025Q1: 1,905 shares; 2025Q2: 1,949 shares; 2025Q3: 1,949 shares 1,949$640K0.16%0Timeline
LEMBISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,361 shares; 2025Q1: 15,725 shares; 2025Q2: 15,439 shares; 2025Q3: 15,014 shares 15,014$619K0.16%-425Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,473 shares; 2025Q1: 7,473 shares; 2025Q2: 7,473 shares; 2025Q3: 7,473 shares 7,473$549K0.14%0Timeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,193 shares; 2025Q1: 4,193 shares; 2025Q2: 4,193 shares; 2025Q3: 4,193 shares 4,193$464K0.12%0Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,160 shares; 2025Q1: 4,160 shares; 2025Q2: 4,160 shares; 2025Q3: 4,160 shares 4,160$460K0.12%0Timeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,192 shares; 2025Q1: 4,192 shares; 2025Q2: 4,192 shares; 2025Q3: 4,192 shares 4,192$413K0.11%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,751 shares; 2025Q1: 1,744 shares; 2025Q2: 1,741 shares; 2025Q3: 1,742 shares 1,742$403K0.1%+1Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,119 shares; 2025Q1: 3,119 shares; 2025Q2: 3,119 shares; 2025Q3: 3,119 shares 3,119$376K0.1%0Timeline
GVALCAMBRIA ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,913 shares; 2025Q1: 13,200 shares; 2025Q2: 13,006 shares; 2025Q3: 11,413 shares 11,413$334K0.09%-1,593Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,966 shares; 2025Q1: 4,179 shares; 2025Q2: 4,179 shares; 2025Q3: 4,317 shares 4,317$321K0.08%+138Timeline
REMXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,203 shares; 2025Q3: 4,852 shares 4,852$319K0.08%-3,351Timeline
CLFCLEVELAND-CLIFFS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,929 shares; 2025Q3: 25,779 shares 25,779$315K0.08%+2,850Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,285 shares; 2025Q1: 1,290 shares; 2025Q2: 1,094 shares; 2025Q3: 976 shares 976$308K0.08%-118Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 495 shares 495$297K0.08%+45Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,477 shares; 2025Q1: 3,522 shares; 2025Q2: 3,520 shares; 2025Q3: 2,686 shares 2,686$286K0.07%-834Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 597 shares; 2025Q1: 597 shares; 2025Q2: 597 shares; 2025Q3: 597 shares 597$277K0.07%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 902 shares 902$255K0.07%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 727 shares; 2025Q1: 867 shares; 2025Q2: not reported; 2025Q3: 558 shares 558$248K0.06%newTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,301 shares 1,301$237K0.06%newTimeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,126 shares; 2025Q1: 3,239 shares; 2025Q2: 3,026 shares; 2025Q3: 2,983 shares 2,983$219K0.06%-43Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,346 shares; 2025Q2: not reported; 2025Q3: 1,373 shares 1,373$213K0.05%newTimeline
GRCGORMAN RUPP COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,475 shares 4,475$208K0.05%newTimeline
WENWENDYS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,341 shares; 2025Q1: 11,604 shares; 2025Q2: 11,748 shares; 2025Q3: 12,116 shares 12,116$111K0.03%+368Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
PMPHILIP MORRIS INTL INC1,188$216Kshares

How Q3 2025 was built

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

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001813577-25-000008 base2025-10-09acceptance time not in the bulk data set