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Wiser Wealth Management, Inc

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13F filer, CIK 1573263, MARIETTA, GA

Wiser Wealth Management, Inc reported $449,747,846 across 55 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-12. Its ten largest share positions make up 86.76% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001573263-26-000001

Period
2025-12-31
Reported value
$450M
Holdings
55
Top 10 weight
86.76%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JCPBadded+68,958$3.27M
BNDXadded+18,000$870K
VOOadded+1,260$790K
SLQDadded+13,857$703K
BITBadded+14,139$672K

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
IVVreduced-2,168-$1.48M
VGTreduced-394-$297K
ADPexited-812-$238K
COSTexited-226-$209K
BNDreduced-2,512-$186K

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 0001573263-26-000001, largest first. % of portfolio is the value over $449,747,846, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,884 shares; 2024Q4: 220,533 shares; 2025Q1: 220,752 shares; 2025Q2: 232,397 shares; 2025Q3: 231,835 shares; 2025Q4: 233,095 shares 233,095$146M32.5%+1,260Timeline
JCPBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 930,987 shares; 2024Q4: 891,562 shares; 2025Q1: 949,295 shares; 2025Q2: 985,192 shares; 2025Q3: 1,120,590 shares; 2025Q4: 1,189,548 shares 1,189,548$56.3M12.52%+68,958Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,112 shares; 2024Q4: 538,150 shares; 2025Q1: 559,193 shares; 2025Q2: 585,007 shares; 2025Q3: 607,303 shares; 2025Q4: 611,360 shares 611,360$38.2M8.49%+4,057Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,679 shares; 2024Q4: 34,932 shares; 2025Q1: 36,103 shares; 2025Q2: 41,451 shares; 2025Q3: 37,383 shares; 2025Q4: 36,989 shares 36,989$27.9M6.2%-394Timeline
SLQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 356,672 shares; 2024Q4: 371,727 shares; 2025Q1: 389,788 shares; 2025Q2: 402,027 shares; 2025Q3: 449,115 shares; 2025Q4: 462,972 shares 462,972$23.5M5.22%+13,857Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,812 shares; 2024Q4: 382,185 shares; 2025Q1: 375,519 shares; 2025Q2: 398,643 shares; 2025Q3: 452,587 shares; 2025Q4: 470,587 shares 470,587$22.7M5.06%+18,000Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 411,926 shares; 2024Q4: 394,432 shares; 2025Q1: 378,878 shares; 2025Q2: 356,450 shares; 2025Q3: 369,827 shares; 2025Q4: 376,069 shares 376,069$22.6M5.03%+6,242Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,708 shares; 2024Q4: 28,710 shares; 2025Q1: 31,273 shares; 2025Q2: 30,684 shares; 2025Q3: 28,953 shares; 2025Q4: 26,785 shares 26,785$18.3M4.08%-2,168Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,289 shares; 2024Q4: 190,009 shares; 2025Q1: 198,314 shares; 2025Q2: 201,675 shares; 2025Q3: 219,060 shares; 2025Q4: 227,356 shares 227,356$17.9M3.98%+8,296Timeline
VIOOVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,443 shares; 2024Q4: 122,650 shares; 2025Q1: 126,303 shares; 2025Q2: 141,586 shares; 2025Q3: 147,385 shares; 2025Q4: 148,795 shares 148,795$16.5M3.67%+1,410Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,390 shares; 2024Q4: 145,252 shares; 2025Q1: 149,336 shares; 2025Q2: 148,013 shares; 2025Q3: 151,543 shares; 2025Q4: 149,031 shares 149,031$11M2.45%-2,512Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,839 shares; 2024Q4: 45,307 shares; 2025Q1: 78,360 shares; 2025Q2: 77,610 shares; 2025Q3: 83,211 shares; 2025Q4: 91,437 shares 91,437$4.57M1.02%+8,226Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,875 shares; 2024Q4: 22,594 shares; 2025Q1: 24,412 shares; 2025Q2: 27,778 shares; 2025Q3: 27,332 shares; 2025Q4: 28,027 shares 28,027$3.37M0.75%+695Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,333 shares; 2024Q4: 10,448 shares; 2025Q1: 10,833 shares; 2025Q2: 11,282 shares; 2025Q3: 11,794 shares; 2025Q4: 11,980 shares 11,980$3.26M0.72%+186Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,402 shares; 2024Q4: 9,398 shares; 2025Q1: 9,309 shares; 2025Q2: 9,275 shares; 2025Q3: 9,123 shares; 2025Q4: 9,115 shares 9,115$2.87M0.64%-8Timeline
BITBBITWISE BITCOIN ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,160 shares; 2024Q4: 27,662 shares; 2025Q1: 34,968 shares; 2025Q2: 42,101 shares; 2025Q3: 45,516 shares; 2025Q4: 59,655 shares 59,655$2.84M0.63%+14,139Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,139 shares; 2024Q4: 9,052 shares; 2025Q1: 9,498 shares; 2025Q2: 10,751 shares; 2025Q3: 11,388 shares; 2025Q4: 11,814 shares 11,814$2.2M0.49%+426Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,987 shares; 2024Q4: 16,490 shares; 2025Q1: 15,618 shares; 2025Q2: 15,476 shares; 2025Q3: 18,815 shares; 2025Q4: 19,810 shares 19,810$2.11M0.47%+995Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,554 shares; 2024Q4: 3,086 shares; 2025Q1: 3,190 shares; 2025Q2: 3,560 shares; 2025Q3: 4,178 shares; 2025Q4: 4,353 shares 4,353$2.11M0.47%+175Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,230 shares; 2024Q4: 24,021 shares; 2025Q1: 24,824 shares; 2025Q2: 24,774 shares; 2025Q3: 22,169 shares; 2025Q4: 22,837 shares 22,837$2.04M0.45%+668Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,322 shares; 2024Q4: 4,415 shares; 2025Q1: 4,528 shares; 2025Q2: 4,616 shares; 2025Q3: 4,442 shares; 2025Q4: 4,397 shares 4,397$1.51M0.34%-45Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 3,543 shares; 2025Q1: 3,647 shares; 2025Q2: 3,573 shares; 2025Q3: 4,686 shares; 2025Q4: 4,795 shares 4,795$1.5M0.33%+109Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,615 shares; 2024Q4: 31,700 shares; 2025Q1: 32,630 shares; 2025Q2: 35,153 shares; 2025Q3: 21,616 shares; 2025Q4: 19,770 shares 19,770$1.49M0.33%-1,846Timeline
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: 1,459 shares; 2024Q4: 1,448 shares; 2025Q1: 1,967 shares; 2025Q2: 2,050 shares; 2025Q3: 2,045 shares; 2025Q4: 2,036 shares 2,036$1.39M0.31%-9Timeline
ETHWBITWISE ETHEREUM ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,285 shares; 2024Q4: 23,595 shares; 2025Q1: 32,941 shares; 2025Q2: 47,062 shares; 2025Q3: 49,228 shares; 2025Q4: 60,413 shares 60,413$1.28M0.29%+11,185Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 8,701 shares; 2025Q1: 5,301 shares; 2025Q2: 4,266 shares; 2025Q3: 4,106 shares; 2025Q4: 3,815 shares 3,815$1.28M0.28%-291Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,832 shares; 2024Q4: 3,848 shares; 2025Q1: 7,058 shares; 2025Q2: 5,520 shares; 2025Q3: 5,236 shares; 2025Q4: 5,332 shares 5,332$1.17M0.26%+96Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,724 shares; 2025Q1: 3,889 shares; 2025Q2: 4,070 shares; 2025Q3: 4,789 shares; 2025Q4: 5,009 shares 5,009$1.16M0.26%+220Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,459 shares; 2025Q1: 1,857 shares; 2025Q2: 2,165 shares; 2025Q3: 5,095 shares; 2025Q4: 4,987 shares 4,987$1.12M0.25%-108Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,605 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,220 shares; 2025Q4: 4,300 shares 4,300$890K0.2%+80Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,598 shares; 2025Q1: 1,719 shares; 2025Q2: 1,937 shares; 2025Q3: 2,204 shares; 2025Q4: 2,165 shares 2,165$749K0.17%-39Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 765 shares; 2025Q1: 835 shares; 2025Q2: 928 shares; 2025Q3: 1,084 shares; 2025Q4: 1,117 shares 1,117$737K0.16%+33Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,189 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,407 shares; 2025Q3: 5,953 shares; 2025Q4: 5,885 shares 5,885$630K0.14%-68Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,310 shares; 2025Q1: 1,399 shares; 2025Q2: 1,692 shares; 2025Q3: 1,897 shares; 2025Q4: 1,951 shares 1,951$612K0.14%+54Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 937 shares; 2024Q4: 1,114 shares; 2025Q1: 1,133 shares; 2025Q2: 1,278 shares; 2025Q3: 1,251 shares; 2025Q4: 1,331 shares 1,331$599K0.13%+80Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 1,277 shares; 2025Q1: 1,334 shares; 2025Q2: 1,511 shares; 2025Q3: 1,705 shares; 2025Q4: 1,743 shares 1,743$562K0.12%+38Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,061 shares; 2024Q4: 3,310 shares; 2025Q1: 3,331 shares; 2025Q2: 5,864 shares; 2025Q3: 4,604 shares; 2025Q4: 4,735 shares 4,735$528K0.12%+131Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,123 shares; 2024Q4: 13,275 shares; 2025Q1: 13,232 shares; 2025Q2: 5,876 shares; 2025Q3: 5,897 shares; 2025Q4: 6,010 shares 6,010$524K0.12%+113Timeline
SPTMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,944 shares; 2024Q4: 9,679 shares; 2025Q1: 8,037 shares; 2025Q2: 7,457 shares; 2025Q3: 6,775 shares; 2025Q4: 6,207 shares 6,207$512K0.11%-568Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 615 shares; 2024Q4: 741 shares; 2025Q1: 820 shares; 2025Q2: 863 shares; 2025Q3: 1,162 shares; 2025Q4: 991 shares 991$498K0.11%-171Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 563 shares; 2024Q4: 294 shares; 2025Q1: 316 shares; 2025Q2: 312 shares; 2025Q3: 475 shares; 2025Q4: 453 shares 453$487K0.11%-22Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 716 shares; 2025Q1: 785 shares; 2025Q2: 903 shares; 2025Q3: 1,241 shares; 2025Q4: 1,267 shares 1,267$444K0.1%+26Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,047 shares; 2024Q4: 2,675 shares; 2025Q1: 2,665 shares; 2025Q2: 2,504 shares; 2025Q3: 2,407 shares; 2025Q4: 2,719 shares 2,719$390K0.09%+312Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,044 shares; 2024Q4: 1,059 shares; 2025Q1: 1,057 shares; 2025Q2: 1,092 shares; 2025Q3: 1,064 shares; 2025Q4: 1,098 shares 1,098$317K0.07%+34Timeline
KOCOCA COLA 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: not reported; 2025Q4: 4,480 shares 4,480$313K0.07%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,900 shares; 2025Q1: 1,945 shares; 2025Q2: 1,911 shares; 2025Q3: 2,326 shares; 2025Q4: 2,421 shares 2,421$291K0.06%+95Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,625 shares 3,625$289K0.06%newTimeline
PMPHILIP MORRIS INTL 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: 1,560 shares; 2025Q3: 1,600 shares; 2025Q4: 1,707 shares 1,707$274K0.06%+107Timeline
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: 368 shares; 2025Q3: 471 shares; 2025Q4: 469 shares 469$268K0.06%-2Timeline
ORCLORACLE 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: 1,277 shares; 2025Q4: 1,277 shares 1,277$249K0.06%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 235 shares; 2025Q1: 245 shares; 2025Q2: 266 shares; 2025Q3: 279 shares; 2025Q4: 2,649 shares 2,649$248K0.06%+2,370Timeline
FETHFIDELITY ETHEREUM FDQuarterly 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: 4,984 shares; 2025Q4: 7,411 shares 7,411$219K0.05%+2,427Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 482 shares; 2025Q1: 469 shares; 2025Q2: not reported; 2025Q3: 673 shares; 2025Q4: 621 shares 621$205K0.05%-52Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,422 shares; 2024Q4: 8,425 shares; 2025Q1: 8,468 shares; 2025Q2: 8,283 shares; 2025Q3: 8,420 shares; 2025Q4: 8,592 shares 8,592$204K0.05%+172Timeline
FTITECHNIPFMC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,529 shares 4,529$202K0.04%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
ADPAUTOMATIC DATA PROCESSING IN812$238Kshares
COSTCOSTCO WHOLESALE CORPORATION226$209Kshares

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 0001573263-26-000001 base2026-01-12acceptance time not in the bulk data set