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Woodward Financial Advisors, Inc.

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13F filer, CIK 2136600, CHAPEL HILL, NC

Woodward Financial Advisors, Inc. reported $242,858,283 across 58 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2026-10-01. Its ten largest share positions make up 76.98% of the portfolio.

Accepted , ingested 13F-HR 0001951757-26-001643

Period
2025-06-30
Reported value
$243M
Holdings
58
Top 10 weight
76.98%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFSDadded+66,082$3.17M
VTVadded+12,417$2.19M
IVVadded+3,206$1.99M
DFSVadded+48,093$1.42M
DFAEadded+45,535$1.32M

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
BRK-Areduced-1-$729K
STPZreduced-4,557-$245K
JPMreduced-281-$81.5K
NVDAreduced-167-$26.4K
AAPLreduced-100-$20.5K

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, Q2 2025

Share positions as resolved from 13F-HR 0001951757-26-001643, largest first. % of portfolio is the value over $242,858,283, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,683 shares; 2024Q4: 57,224 shares; 2025Q1: 57,458 shares; 2025Q2: 60,664 shares 60,664$37.7M15.51%+3,206Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 768,290 shares; 2024Q4: 770,603 shares; 2025Q1: 795,026 shares; 2025Q2: 830,284 shares 830,284$29.5M12.16%+35,258Timeline
DFSDDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300,054 shares; 2024Q4: 402,913 shares; 2025Q1: 519,528 shares; 2025Q2: 585,610 shares 585,610$28.1M11.58%+66,082Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 538,672 shares; 2024Q4: 595,889 shares; 2025Q1: 672,939 shares; 2025Q2: 714,659 shares 714,659$22.2M9.15%+41,720Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 342,441 shares; 2024Q4: 356,715 shares; 2025Q1: 366,954 shares; 2025Q2: 372,988 shares 372,988$18.8M7.72%+6,034Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,962 shares; 2024Q4: 531,729 shares; 2025Q1: 565,395 shares; 2025Q2: 586,461 shares 586,461$17.4M7.17%+21,066Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,092 shares; 2024Q4: 50,259 shares; 2025Q1: 49,018 shares; 2025Q2: 61,435 shares 61,435$10.9M4.47%+12,417Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,722 shares; 2024Q4: 231,182 shares; 2025Q1: 281,250 shares; 2025Q2: 329,343 shares 329,343$9.69M3.99%+48,093Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,814 shares; 2024Q4: 155,839 shares; 2025Q1: 155,861 shares; 2025Q2: 155,888 shares 155,888$6.59M2.71%+27Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,786 shares; 2024Q4: 15,574 shares; 2025Q1: 15,081 shares; 2025Q2: 18,028 shares 18,028$6.12M2.52%+2,947Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,802 shares; 2024Q4: 78,356 shares; 2025Q1: 76,647 shares; 2025Q2: 76,934 shares 76,934$4.9M2.02%+287Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,990 shares; 2024Q4: 54,584 shares; 2025Q1: 55,085 shares; 2025Q2: 76,409 shares 76,409$4.12M1.7%+21,324Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,623 shares; 2024Q4: 97,977 shares; 2025Q1: 93,351 shares; 2025Q2: 118,154 shares 118,154$4.08M1.68%+24,803Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,893 shares; 2024Q4: 71,916 shares; 2025Q1: 71,065 shares; 2025Q2: 70,764 shares 70,764$4.03M1.66%-301Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,290 shares; 2024Q4: 17,952 shares; 2025Q1: 17,678 shares; 2025Q2: 17,630 shares 17,630$3.44M1.42%-48Timeline
STPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,614 shares; 2024Q4: 54,291 shares; 2025Q1: 54,293 shares; 2025Q2: 49,736 shares 49,736$2.68M1.1%-4,557Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,371 shares; 2024Q4: 23,371 shares; 2025Q1: 23,006 shares; 2025Q2: 23,006 shares 23,006$2.53M1.04%0Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,577 shares; 2024Q4: 60,893 shares; 2025Q1: 59,608 shares; 2025Q2: 66,971 shares 66,971$2.4M0.99%+7,363Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,915 shares; 2024Q4: 10,233 shares; 2025Q1: 10,550 shares; 2025Q2: 10,450 shares 10,450$2.14M0.88%-100Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,961 shares; 2024Q4: 3,826 shares; 2025Q1: 3,622 shares; 2025Q2: 3,610 shares 3,610$1.8M0.74%-12Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,849 shares; 2024Q4: 13,456 shares; 2025Q1: 14,767 shares; 2025Q2: 60,302 shares 60,302$1.75M0.72%+45,535Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,561 shares; 2024Q4: 2,202 shares; 2025Q1: 2,191 shares; 2025Q2: 3,420 shares 3,420$1.66M0.68%+1,229Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,147 shares; 2024Q4: 8,147 shares; 2025Q1: 8,147 shares; 2025Q2: 8,120 shares 8,120$1.59M0.65%-27Timeline
IWCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,367 shares; 2024Q4: 6,371 shares; 2025Q1: 6,374 shares; 2025Q2: 11,709 shares 11,709$1.49M0.62%+5,335Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 3 shares; 2025Q2: 2 shares 2$1.46M0.6%-1Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,712 shares; 2024Q4: 4,622 shares; 2025Q1: 4,434 shares; 2025Q2: 4,153 shares 4,153$1.2M0.5%-281Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,854 shares; 2024Q4: 12,859 shares; 2025Q1: 12,862 shares; 2025Q2: 13,508 shares 13,508$1.2M0.5%+646Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,979 shares; 2024Q4: 8,979 shares; 2025Q1: 8,979 shares; 2025Q2: 8,989 shares 8,989$982K0.4%+10Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,117 shares; 2024Q4: 4,997 shares; 2025Q1: 4,997 shares; 2025Q2: 4,936 shares 4,936$754K0.31%-61Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,196 shares; 2024Q4: 9,214 shares; 2025Q1: 9,223 shares; 2025Q2: 9,238 shares 9,238$727K0.3%+15Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,398 shares; 2025Q1: 8,423 shares; 2025Q2: 8,423 shares 8,423$667K0.27%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: 4,373 shares; 2025Q1: 4,373 shares; 2025Q2: 4,206 shares 4,206$665K0.27%-167Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,443 shares; 2024Q4: 1,443 shares; 2025Q1: 1,443 shares; 2025Q2: 1,443 shares 1,443$613K0.25%0Timeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,241 shares 13,241$561K0.23%newTimeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,878 shares; 2024Q4: 6,878 shares; 2025Q1: 6,878 shares; 2025Q2: 6,878 shares 6,878$545K0.22%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,752 shares; 2024Q4: 10,730 shares; 2025Q1: 10,731 shares; 2025Q2: 10,733 shares 10,733$531K0.22%+2Timeline
SIGISELECTIVE INS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,694 shares; 2024Q4: 5,694 shares; 2025Q1: 5,694 shares; 2025Q2: 5,694 shares 5,694$493K0.2%0Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,689 shares; 2024Q4: 4,645 shares; 2025Q1: 4,807 shares; 2025Q2: 4,807 shares 4,807$478K0.2%0Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares 2,450$476K0.2%0Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 633 shares 633$464K0.19%0Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,465 shares; 2025Q1: 1,465 shares; 2025Q2: 1,465 shares 1,465$418K0.17%0Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,953 shares; 2024Q4: 2,953 shares; 2025Q1: 2,953 shares; 2025Q2: 2,953 shares 2,953$399K0.16%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,702 shares; 2024Q4: 3,689 shares; 2025Q1: 3,689 shares; 2025Q2: 3,689 shares 3,689$398K0.16%0Timeline
LHLABCORP HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares 1,500$394K0.16%0Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000$357K0.15%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,512 shares; 2025Q1: 1,512 shares; 2025Q2: 1,512 shares 1,512$331K0.14%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,656 shares; 2025Q1: 1,791 shares; 2025Q2: 1,791 shares 1,791$325K0.13%0Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,615 shares; 2024Q4: 4,429 shares; 2025Q1: 4,451 shares; 2025Q2: 4,198 shares 4,198$309K0.13%-253Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 482 shares; 2025Q2: 506 shares 506$287K0.12%+24Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,729 shares; 2025Q1: 2,749 shares; 2025Q2: 2,770 shares 2,770$278K0.11%+21Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,076 shares; 2024Q4: 1,040 shares; 2025Q1: 979 shares; 2025Q2: 979 shares 979$274K0.11%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 899 shares; 2025Q2: 899 shares 899$273K0.11%0Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,062 shares; 2024Q4: not reported; 2025Q1: 8,909 shares; 2025Q2: 8,959 shares 8,959$263K0.11%+50Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 827 shares; 2024Q4: 817 shares; 2025Q1: 817 shares; 2025Q2: 817 shares 817$261K0.11%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 652 shares 652$239K0.1%-7Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 802 shares 802$236K0.1%newTimeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,301 shares; 2025Q1: 2,301 shares; 2025Q2: 2,301 shares 2,301$225K0.09%0Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,429 shares 2,429$207K0.09%newTimeline

How Q2 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 0001951757-26-001643 base2026-10-01