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Disclosery

CASH PATHWARD FINANCIAL INC

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COM (common), issuer CIK 907471

267 managers (278 13F filers) reported a position in CASH shares at 2026-03-31, 20,667,754 shares in all. 42 filers opened a position and 30 filers sold out during the quarter.

Managers
267
13F filers
278
New
42
Added
89
Reduced
100
Sold out
30
Shares held by filers
20,667,754

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.3,159,659$282M<0.01%-113,89213F-HRTimelineGroup
FMR LLCin group FMR LLC1,956,515$175M0.01%+239,12413F-HRTimelineGroup
VANGUARD GROUP INCgroup of 6 filers holding1,362,344$122MnewTimeline
STATE STREET CORPin group STATE STREET CORP1,328,788$119M<0.01%+33,95213F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,138,461$102M0.05%-49,90413F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,093,338$97.6M0.02%-11,25613F-HRTimelineGroup
Pure Financial Advisors, LLC0$65.9M0.95%013F-HRTimelineAmount filed as zero, left out of ratios.
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC699,745$62.4M<0.01%+7,62913F-HRTimelineGroup
EARNEST PARTNERS LLC573,512$51.2M0.21%new13F-HRTimeline
NEUMEIER POMA INVESTMENT COUNSEL LLC356,200$31.8M2.62%+92,10013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/302,503$27M<0.01%+257,44313F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding278,231$24.8M+75,525Timeline
UBS Group AGgroup of 2 filers holding273,323$24.4M+28,060Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO274,960$24.2M<0.01%-63,06613F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP269,961$24.1M0.02%+81,97113F-HRTimelineGroup
Mawer Investment Management Ltd.268,543$24M0.16%-42,08013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co267,437$23.9M<0.01%-7,33713F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND263,913$23.5M0.03%+232,86713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP257,135$22.9M<0.01%+7,70813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY237,954$21.2M<0.01%-82,25913F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …232,830$21M0.04%+73,15713F-HRTimelineGroup
Elgethun Capital Management203,763$18.2M3.01%+98113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC199,735$17.8M<0.01%-48,09713F-HRTimelineGroup
Nuveen, LLCin group TIAA186,889$16.7M<0.01%-31,61713F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC174,776$15.6M0.06%+52513F-HRTimeline
Austin Asset Management Co Inc0$15.5M2.55%013F-HRTimelineAmount filed as zero, left out of ratios.
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC163,225$14.6M0.02%+113,55913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp159,173$14.2M<0.01%-8,13713F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC151,892$13.6M0.01%+42,99213F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…147,697$13.2M<0.01%-4,29413F-HRTimelineGroup
Aptus Capital Advisors, LLC144,273$12.9M0.11%+1,46013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\143,565$12.8M<0.01%-2,27813F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.138,915$12.4M<0.01%-76,91813F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.132,407$11.8M0.01%+20,14313F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO131,371$11.7M0.01%+123,81013F-HRTimelineGroup
Phocas Financial Corp.130,125$11.6M1.82%-36,22813F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC108,060$9.64M0.19%new13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management107,793$9.62M0.02%+55,90113F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…105,867$9.45M0.09%-9,63813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC105,510$9.41M0.01%-13,98713F-HRTimelineGroup
Moody Aldrich Partners LLC105,336$9.4M1.7%-1,10913F-HRTimeline
Public Sector Pension Investment Board100,216$8.94M0.03%-2,90113F-HRTimeline
Empowered Funds, LLC97,176$8.67M0.06%new13F-HR/ATimeline
Connor, Clark & Lunn Investment Managem…96,555$8.62M0.02%-48,38613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN93,212$8.32M<0.01%+68,09213F-HR/ATimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC88,999$7.94M0.01%-115,43813F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD87,800$7.83M0.02%-7,70513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP85,411$7.62M0.01%+25,47813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding81,232$7.25M+33,745Timeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC67,422$6.02M0.02%-32,97113F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC64,731$5.78M0.13%-6,16613F-HRTimeline
CSM Advisors, LLC64,051$5.71M0.14%+5,68813F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC62,463$5.49M0.01%new13F-HRTimeline
RHUMBLINE ADVISERS60,383$5.39M<0.01%-1,43813F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC58,680$5.24M0.05%-17,00513F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC58,411$5.21M0.11%-39,35213F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc55,757$4.98M<0.01%-7,43513F-HRTimelineGroup
Guardian Wealth Management, Inc.55,436$4.95M2.7%+7,20713F-HRTimeline
Qube Research & Technologies Ltd55,209$4.93M0.01%-155,63013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding54,535$4.87M-5,070Timeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.54,281$4.84M0.01%+1,00013F-HRTimelineGroup
Rosenthal | Henry Capital Advisors, Inc.52,576$4.69M4.59%013F-HRTimeline
EMERALD ADVISERS, LLCgroup of 2 filers holding51,766$4.62M+35,194Timeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …51,451$4.59M0.01%+15,18013F-HRTimelineGroup
DENALI ADVISORS LLC48,370$4.32M0.48%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC46,058$4.11M0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,994$3.93M<0.01%-11,17613F-HRTimelineGroup
Swiss National Bank43,900$3.92M<0.01%-1,10013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC40,694$3.63M<0.01%-6,29813F-HR/ATimelineGroup
RMR Capital Management, LLC39,077$3.49M2.52%+90813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS37,639$3.36M<0.01%+4,29313F-HRTimelineGroup
Quantbot Technologies LP33,082$2.95M0.12%+14,50313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,336$2.89M<0.01%+25,87713F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC31,673$2.83M0.02%new13F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd30,286$2.7M0.05%+24,09213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC29,432$2.63M<0.01%-3,26213F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…28,604$2.55M<0.01%+7,00813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…28,190$2.52M<0.01%-37913F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.in group OPPENHEIMER ASSET MANAGEMENT …27,522$2.46M0.03%new13F-HRTimelineGroup
Chou Associates Management Inc.27,389$2.44M1.16%013F-HRTimeline
PMC FIG Opportunities LLC26,195$2.34M3.62%-2,62113F-HRTimeline
Rafferty Asset Management, LLC24,956$2.23M0.01%-2,46913F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/24,885$2.22M<0.01%+3,53313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24,348$2.17M<0.01%+19,61913F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.28,407$2.02M<0.01%+30013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC22,178$2.01M<0.01%+1,13013F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC22,080$1.97M0.03%+5,35013F-HRTimelineGroup
HRT FINANCIAL LP21,974$1.96M<0.01%-7,63113F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC20,962$1.87M0.01%+20,71813F-HRTimeline
Orchard Capital Management, LLC20,901$1.86M2.44%013F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC20,607$1.84M0.84%-24113F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC20,500$1.83M<0.01%+12,26813F-HRTimelineGroup
Sippican Capital Advisors20,185$1.8M1.23%-1,45513F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson20,055$1.79M<0.01%+83713F-HR/ATimelineGroup
Pacific Ridge Capital Partners, LLC19,740$1.76M0.38%+413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers19,065$1.7M<0.01%+7,28813F-HRTimelineGroup
Paragon Capital Management Ltd0$1.69M0.35%013F-HRTimelineAmount filed as zero, left out of ratios.
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co18,069$1.61M<0.01%-1,09513F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA17,769$1.59M0.01%+60613F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC16,057$1.43M<0.01%-28,96213F-HRTimelineGroup
State of Alaska, Department of Revenue15,993$1.43M0.02%-85113F-HRTimeline
Van Hulzen Asset Management, LLC15,703$1.4M0.1%-3,33313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,350$1.37M<0.01%+3,84013F-HRTimeline
Man Group plcin group Man Group plc14,837$1.32M<0.01%-5,72313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…14,527$1.3M<0.01%-1,12113F-HRTimelineGroup
VIRGINIA RETIREMENT SYSTEMS ET Al13,649$1.22M0.01%-1,80013F-HRTimeline
Vestmark Advisory Solutions, Inc.13,533$1.21M0.01%-9,13613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC13,584$1.21M<0.01%+5,59913F-HRTimelineGroup
Schonfeld Strategic Advisors LLC12,919$1.15M0.01%+3,92513F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC12,594$1.12M0.02%-1,87813F-HRTimeline
Quantinno Capital Management LP12,341$1.1M<0.01%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…11,913$1.06M0.01%-99213F-HRTimelineGroup
Illinois Municipal Retirement Fund11,800$1.05M0.01%-9913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,778$1.05M0.01%+96913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,646$1.04M<0.01%+12813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC11,531$1.03M<0.01%+23713F-HRTimeline
DIVERSIFIED TRUST CO11,459$1.02M0.02%+1,22013F-HRTimeline
Cambria Investment Management, L.P.11,402$1.02M0.06%+22913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,399$1.02M<0.01%+3,96013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…11,275$1.01M<0.01%+11,22713F-HRTimelineGroup
Engineers Gate Manager LP11,179$998K0.01%-12,71213F-HRTimeline
ROYCE & ASSOCIATES LP11,014$983K0.01%+1,87213F-HRTimeline
Horizon Investments, LLC10,878$971K0.01%+2,38513F-HRTimeline
Numerai GP LLC10,535$940K0.09%-16,26013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…10,364$925K<0.01%-16113F-HRTimelineGroup
State of Tennessee, Department of Treas…10,341$923K<0.01%+60713F-HRTimeline
MEEDER ASSET MANAGEMENT INCin group Meeder Advisory Services, Inc.10,091$900K0.05%-34,80113F-HRTimelineGroup
BOKF, NAin group BOKF, NA10,058$897K0.01%-2,09813F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…9,846$879K<0.01%+2,34513F-HRTimeline
Louisiana State Employees Retirement Sy…9,700$866K0.02%-70013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …9,385$837K<0.01%-78413F-HRTimelineGroup
Persistent Asset Partners Ltd9,354$835K0.32%-93313F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…9,202$821K<0.01%-14,35513F-HRTimeline
SummerHaven Investment Management, LLC9,009$804K0.49%-1,14213F-HRTimeline
Atria Investments, Inc8,934$797K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,962$788K<0.01%+8,94213F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC8,812$786K<0.01%-15,00513F-HRTimelineGroup
Gator Capital Management, LLC8,369$747K0.16%013F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS8,231$734K<0.01%+4,90513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT8,019$716K0.08%+2,75213F-HRTimeline
KLP KAPITALFORVALTNING AS8,000$714K<0.01%013F-HRTimeline
Entropy Technologies, LP7,623$680K0.03%-19513F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…7,613$679K<0.01%-3,62413F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP7,400$660K<0.01%new13F-HRTimelineGroup
SG Americas Securities, LLC7,159$639K<0.01%-6,57713F-HRTimeline
&PARTNERS6,931$618K<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,827$609K<0.01%new13F-HRTimeline
Amundiin group Amundi6,541$584K<0.01%-6,60613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,385$570K0.01%-2,74913F-HRTimelineGroup
AMALGAMATED BANK6,300$562K<0.01%-34113F-HRTimeline
Handelsbanken Fonder AB6,200$553K<0.01%013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC6,149$549K<0.01%+6613F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM6,090$543K<0.01%-21013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,945$531K<0.01%+1,15213F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC5,875$524K0.01%-29913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,864$523K0.01%-66913F-HRTimeline
Police & Firemen's Retirement System of…5,821$519K<0.01%-69613F-HRTimeline
Cetera Investment Advisers5,792$517K<0.01%+97613F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,791$517K0.01%-11,87813F-HRTimeline
LPL Financial LLC5,693$508K<0.01%new13F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…5,679$507K<0.01%-30013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC5,430$485K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC5,420$484K<0.01%+73813F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…5,382$480K<0.01%-25613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,158$464K<0.01%-20,67313F-HRTimeline
OP Asset Management Ltd5,191$463K<0.01%new13F-HR/ATimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND4,957$442K0.01%-20413F-HRTimeline
Voleon Capital Management LP4,873$435K0.01%-5,49513F-HRTimeline
Orion Porfolio Solutions, LLC4,851$433K<0.01%+2613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,837$432K<0.01%new13F-HRTimelineGroup
OCCUDO QUANTITATIVE STRATEGIES LP4,811$418K0.02%new13F-HRTimeline
EQUITABLE TRUST CO4,456$398K0.02%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,309$384K<0.01%-16313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\4,258$380K<0.01%013F-HRTimelineGroup
Abel Hall, LLC4,079$364K0.08%new13F-HRTimeline
Venture Visionary Partners LLC4,000$357K0.01%-1,00013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,932$351K<0.01%new13F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC3,894$347K<0.01%-1,37913F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…3,528$315K<0.01%+13413F-HRTimelineGroup
ProShare Advisors LLC3,438$307K<0.01%-97913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,301$294K<0.01%013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC3,201$286K<0.01%-6,03713F-HRTimelineGroup
Maryland State Retirement & Pension Sys…3,169$283K0.01%-13113F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD3,100$277K<0.01%-2,80013F-HRTimeline
Koshinski Asset Management, Inc.3,019$269K0.02%+16013F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…2,989$267K<0.01%-10213F-HRTimelineGroup
denkapparat Operations GmbH2,962$264K0.11%013F-HRTimeline
USAdvisors Wealth Management, LLC489$262K0.09%-7013F-HRTimeline
Clear Harbor Asset Management, LLC2,915$260K0.02%-37513F-HRTimeline
Steward Partners Investment Advisory, L…2,766$247K<0.01%-26413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,609$233K<0.01%new13F-HRTimelineGroup
Procyon Advisors, LLC2,561$229K0.01%new13F-HRTimeline
AXQ CAPITAL, LP2,549$227K0.03%new13F-HRTimeline
GTS SECURITIES LLC2,539$227K0.01%new13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,535$226K<0.01%+8513F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…2,491$222K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP2,446$218K<0.01%new13F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…2,444$218K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC2,378$212K0.01%new13F-HRTimeline
Brooklyn Investment Group2,363$211K0.01%new13F-HRTimeline