An SEC filing from October 14, 2025, notes the reduction of AHB’s stake in the retail giant. The shares, sold at an average quarterly price, left a placeholder in the firm’s capital allocation-a gesture as quiet as a shuffled deck of cards after a long night’s game.
The filing reveals that Investment Planning Advisors, Inc. didn’t just dip their toes in the QQQM pool-they cannonballed. With 72,104 shares acquired at an average quarterly price of $247.00, the trade now accounts for 5.6% of their 13F reportable AUM. Imagine if your portfolio were a dinner party: QQQM would be the guest who arrives early, stays late, and steals the spotlight. Plot twist: They’re also the one who spills wine on the carpet.
According to the aforementioned filing, Palisades, in a gesture of prudence, liquidated its stake in Innodata during Q3 2025. The sum realized, though considerable, was calculated based on the average closing price for the quarter. Post-sale, the fund retained a modest holding of 7,708 shares, valued at $594,056 as of September 30, 2025-a far cry from its former prominence.
This wasn’t a sale. It was a dissection. The Swiss fund carved its stake down to 305,333 shares, a skeleton crew of what once was 1.6% of their 13F portfolio. Now that’s 0.2% lingering like a bad debt.
According to a SEC filing, Regency suddenly owns 49,451 AEP shares, which is 2.65% of their U.S. equity assets. The prior quarter? No mention. Like they just woke up one day and thought, “Hey, let’s pretend we care about utilities.”
Let us parse this tale with due solemnity. In the third quarter of 2025, Regency Capital-keepers of the Golden Pineapple Fund, rumored to be based in the volcanic isles of Hawaii-acquired Exxon Mobil shares at an average price that would make a Lannister raise an eyebrow. The position now stands at 31,992 shares, worth $3.61 million as the market’s hourglass emptied on September 30.
According to the recent filing with the Securities and Exchange Commission, dated October 20, 2025, the investment management firm, My Personal CFO, LLC, inaugurated a new position in the Vanguard Short-Term Corporate Bond ETF (VCSH). This foray-albeit hardly a display of tempestuous risk-taking-totaled 165,923 shares, priced at a cool $13.26 million. The acquisition bumped the fund’s total 13F reportable holdings to a respectable 94 as of September 30, 2025, a rather uninspiring number when one considers the far more glamorous stakes routinely splashed across the pages of the financial press.
The SEC filing arrived like a telegram from the universe: EULAV shed one-fifth of its Chemed holdings. The fund now clings to 95,205 shares, worth $42.63 million. This is neither tragedy nor triumph. It is arithmetic.
The filing reveals 248,946 shares entered the firm’s custody on the appointed date, their valuation oscillating at $20.94 million-a sum sufficient to construct 13.7 median-priced American dwellings, though insufficient to alter the cosmic indifference of bond markets. This position now anchors the firm’s portfolio, second only to the omnipresent Vanguard Total Stock Market ETF (VTI).
According to the SEC, LJI trimmed its VTWG stake by 34,737 shares in the third quarter. The trade, based on average pricing, totaled $7.7 million. They still hold 37,211 shares, which is like keeping a dog you’re not sure you love but won’t abandon. So it goes.