|
Q2 2026
|
116 |
171,429 |
SWP GROWTH & INCOME ETF, EXXONMOBIL HOLDINGS CORP COM SHS, AAPL, MSFT
|
13F-HR
|
7/28/2026 |
000207908026000003 |
|
Q1 2026
|
116 |
147,176 |
SWP GROWTH & INCOME ETF, XOM, MSFT, AAPL
|
13F-HR
|
4/20/2026 |
000207908026000002 |
|
Q4 2025
|
116 |
141,117 |
MANAGER DIRECTED PORTFOLIOS, XOM, MSFT, AAPL
|
13F-HR
|
2/13/2026 |
000207908026000001 |
|
Q3 2025
|
108 |
128,867 |
MANAGER DIRECTED PORTFOLIOS, MSFT, XOM, AAPL
|
13F-HR
|
10/16/2025 |
000207908025000002 |
|
Q2 2025
|
100 |
106,809 |
MANAGER DIRECTED PORTFOLIOS, MSFT, XOM, AAPL
|
13F-HR
|
7/31/2025 |
000184386725000009 |