13F holdings
NorthRock Partners, LLC portfolio
Managed by . 653 reported positions worth $6.2B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
$6.2B
Book value
653
Positions
45%
Top 10 weight
+95
New this quarter
-42
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 45 days old on 2026-05-15, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (95)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| DXJ | WISDOMTREE TR | $3.9M | 24,576 | 0.06% |
| VLUE | ISHARES TR | $2.6M | 18,375 | 0.04% |
| MUST | COLUMBIA ETF TR I | $2.3M | 112,918 | 0.04% |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $2.3M | 68,582 | 0.04% |
| LITE | LUMENTUM HLDGS INC | $2.2M | 3,192 | 0.04% |
| PNC | PNC FINL SVCS GROUP INC | $2.1M | 10,065 | 0.03% |
| FMDE | FIDELITY COVINGTON TRUST | $1.7M | 46,761 | 0.03% |
| PCN | PIMCO CORPORATE & INCM STRG | $1.6M | 136,941 | 0.03% |
| NXPI | NXP SEMICONDUCTORS N V | $1.5M | 7,663 | 0.02% |
| AVUV | AMERICAN CENTY ETF TR | $1.5M | 13,450 | 0.02% |
| CRS | CARPENTER TECHNOLOGY CORP | $1.2M | 3,122 | 0.02% |
| CGNX | COGNEX CORP | $1.2M | 24,053 | 0.02% |
| ITT | ITT INC | $1.1M | 5,679 | 0.02% |
| PZA | INVESCO EXCH TRADED FD TR II | $1.0M | 45,153 | 0.02% |
| FRT | FEDERAL RLTY INVT TR NEW | $1.0M | 9,516 | 0.02% |
| CHART INDS INC | CHART INDS INC | $940,919 | 4,551 | 0.02% |
| EWBC | EAST WEST BANCORP INC | $938,546 | 8,791 | 0.02% |
| CFR | CULLEN FROST BANKERS INC | $911,897 | 6,652 | 0.01% |
| PL | PLANET LABS PBC | $899,291 | 32,175 | 0.01% |
| SNDA | SONIDA SENIOR LIVING INC | $866,751 | 26,876 | 0.01% |
| CROX | CROCS INC | $864,238 | 10,410 | 0.01% |
| AN | AUTONATION INC | $831,808 | 4,260 | 0.01% |
| SMTC | SEMTECH CORP | $809,802 | 10,531 | 0.01% |
| ULTA | ULTA BEAUTY INC | $754,793 | 1,443 | 0.01% |
| AZN | ASTRAZENECA PLC | $658,687 | 3,339 | 0.01% |
Closed out (42)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| CMA | COMERICA INC | $1.3M | 15,273 | 0.00% |
| MSM | MSC INDL DIRECT INC | $1.1M | 12,648 | 0.00% |
| ONON | ON HLDG AG | $965,854 | 20,780 | 0.00% |
| VPL | VANGUARD INTL EQUITY INDEX F | $579,312 | 6,408 | 0.00% |
| GBIL | GOLDMAN SACHS ETF TR | $480,332 | 4,806 | 0.00% |
| UNM | UNUM GROUP | $404,411 | 5,218 | 0.00% |
| BNY | BANK NEW YORK MELLON CORP | $375,899 | 3,237 | 0.00% |
| SONY | SONY GROUP CORP | $351,130 | 13,715 | 0.00% |
| XLSR | SSGA ACTIVE TR | $345,216 | 5,540 | 0.00% |
| FEZ | SPDR INDEX SHS FDS | $333,089 | 5,172 | 0.00% |
| FLMI | FRANKLIN TEMPLETON ETF TR | $326,991 | 13,148 | 0.00% |
| JEPI | J P MORGAN EXCHANGE TRADED F | $306,596 | 5,356 | 0.00% |
| CR | CRANE COMPANY | $286,604 | 1,554 | 0.00% |
| HYDB | ISHARES TR | $285,994 | 6,040 | 0.00% |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $252,984 | 3,048 | 0.00% |
| IWY | ISHARES TR | $242,323 | 875 | 0.00% |
| IR | INGERSOLL RAND INC | $240,908 | 3,041 | 0.00% |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $229,529 | 3,011 | 0.00% |
| AGI | ALAMOS GOLD INC NEW | $227,622 | 5,900 | 0.00% |
| COIN | COINBASE GLOBAL INC | $226,140 | 999 | 0.00% |
| PHM | PULTE GROUP INC | $224,778 | 1,925 | 0.00% |
| PYPL | PAYPAL HLDGS INC | $221,762 | 3,798 | 0.00% |
| VTR | VENTAS INC | $220,889 | 2,921 | 0.00% |
| RDDT | REDDIT INC | $220,090 | 957 | 0.00% |
| FIS | FIDELITY NATL INFORMATION SV | $219,916 | 3,309 | 0.00% |
Added to (288)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| JMTG | J P MORGAN EXCHANGE TRADED F | $497.0M | 9,745,400 | 8.02% | +7% |
| VOO | VANGUARD INDEX FDS | $351.6M | 588,417 | 5.67% | +6% |
| SPYM | SPDR SERIES TRUST | $318.8M | 4,164,509 | 5.14% | +9% |
| VGSH | VANGUARD SCOTTSDALE FDS | $285.0M | 4,867,688 | 4.60% | +3% |
| SPYV | SPDR SERIES TRUST | $259.5M | 4,586,305 | 4.19% | +4% |
| SGOV | ISHARES TR | $225.8M | 2,242,910 | 3.64% | +11% |
| QQQ | INVESCO QQQ TR | $225.0M | 389,838 | 3.63% | +4% |
| SPYG | SPDR SERIES TRUST | $214.9M | 2,194,615 | 3.47% | +5% |
| AAPL | APPLE INC | $196.4M | 774,012 | 3.17% | +6% |
| IGF | ISHARES TR | $178.8M | 2,668,843 | 2.89% | +85% |
| HEFA | ISHARES TR | $130.7M | 3,074,762 | 2.11% | +13% |
| MDYV | SPDR SERIES TRUST | $114.4M | 1,343,748 | 1.85% | +3% |
| MDYG | SPDR SERIES TRUST | $104.0M | 1,083,341 | 1.68% | +3% |
| JMST | J P MORGAN EXCHANGE TRADED F | $76.0M | 1,491,349 | 1.23% | +26% |
| SLYV | SPDR SERIES TRUST | $75.5M | 797,912 | 1.22% | +2% |
Trimmed (158)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| OEF | ISHARES TR | $1.8M | 5,554 | 0.03% | -92% |
| EMB | ISHARES TR | $478,320 | 5,092 | 0.01% | -88% |
| TT | TRANE TECHNOLOGIES PLC | $280,883 | 674 | 0.00% | -70% |
| IAU | ISHARES GOLD TR | $4.1M | 46,777 | 0.07% | -63% |
| GAB | GABELLI EQUITY TR INC | $179,799 | 32,107 | 0.00% | -60% |
| VCLT | VANGUARD SCOTTSDALE FDS | $829,440 | 11,100 | 0.01% | -53% |
| WPM | WHEATON PRECIOUS METALS CORP | $208,091 | 1,588 | 0.00% | -50% |
| CMI | CUMMINS INC | $256,050 | 475 | 0.00% | -48% |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $485,915 | 1,240 | 0.01% | -44% |
| IGHG | PROSHARES TR | $2.2M | 28,303 | 0.04% | -42% |
| IYW | ISHARES TR | $2.7M | 14,651 | 0.04% | -39% |
| VGK | VANGUARD INTL EQUITY INDEX F | $1.1M | 13,134 | 0.02% | -39% |
| SOFI | SOFI TECHNOLOGIES INC | $364,430 | 22,949 | 0.01% | -39% |
| LAC | LITHIUM AMERS CORP NEW | $53,303 | 13,494 | 0.00% | -38% |
| TSN | TYSON FOODS INC | $272,605 | 4,254 | 0.00% | -37% |
The book
Largest 150 of 653 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| JMTG | J P MORGAN EXCHANGE TRADED F | $497.0M | 9,745,400 | 8.02% | — |
| VOO | VANGUARD INDEX FDS | $351.6M | 588,417 | 5.67% | — |
| SPYM | SPDR SERIES TRUST | $318.8M | 4,164,509 | 5.14% | — |
| VGSH | VANGUARD SCOTTSDALE FDS | $285.0M | 4,867,688 | 4.60% | — |
| SPYV | SPDR SERIES TRUST | $259.5M | 4,586,305 | 4.19% | — |
| SGOV | ISHARES TR | $225.8M | 2,242,910 | 3.64% | — |
| QQQ | INVESCO QQQ TR | $225.0M | 389,838 | 3.63% | — |
| SPYG | SPDR SERIES TRUST | $214.9M | 2,194,615 | 3.47% | — |
| AAPL | APPLE INC | $196.4M | 774,012 | 3.17% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $185.3M | 284,894 | 2.99% | — |
| IGF | ISHARES TR | $178.8M | 2,668,843 | 2.89% | — |
| HEFA | ISHARES TR | $130.7M | 3,074,762 | 2.11% | — |
| MDYV | SPDR SERIES TRUST | $114.4M | 1,343,748 | 1.85% | — |
| IWB | ISHARES TR | $106.3M | 298,262 | 1.72% | — |
| MDYG | SPDR SERIES TRUST | $104.0M | 1,083,341 | 1.68% | — |
| JMST | J P MORGAN EXCHANGE TRADED F | $76.0M | 1,491,349 | 1.23% | — |
| SLYV | SPDR SERIES TRUST | $75.5M | 797,912 | 1.22% | — |
| ROUS | LATTICE STRATEGIES TR | $75.3M | 1,274,569 | 1.21% | — |
| IWR | ISHARES TR | $68.8M | 707,769 | 1.11% | — |
| EFA | ISHARES TR | $66.4M | 683,676 | 1.07% | — |
| IEMG | ISHARES INC | $66.0M | 945,629 | 1.06% | — |
| SLYG | SPDR SERIES TRUST | $65.9M | 682,296 | 1.06% | — |
| NVDA | NVIDIA CORPORATION | $58.8M | 337,012 | 0.95% | — |
| MSFT | MICROSOFT CORP | $58.2M | 157,278 | 0.94% | — |
| IUSB | ISHARES TR | $55.1M | 1,191,852 | 0.89% | — |
| SPEM | SPDR INDEX SHS FDS | $52.8M | 1,124,639 | 0.85% | — |
| IEF | ISHARES TR | $50.0M | 524,082 | 0.81% | — |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $48.3M | 1,429,232 | 0.78% | — |
| IWM | ISHARES TR | $47.5M | 191,351 | 0.77% | — |
| VMBS | VANGUARD SCOTTSDALE FDS | $44.9M | 957,078 | 0.73% | — |
| MBB | ISHARES TR | $44.3M | 466,390 | 0.71% | — |
| IWF | ISHARES TR | $41.1M | 385,930 | 0.66% | — |
| IJR | ISHARES TR | $34.2M | 274,803 | 0.55% | — |
| IVE | ISHARES TR | $32.9M | 155,844 | 0.53% | — |
| SPTI | SPDR SERIES TRUST | $31.7M | 1,107,517 | 0.51% | — |
| TAFM | AB ACTIVE ETFS INC | $31.4M | 1,242,535 | 0.51% | — |
| AGG | ISHARES TR | $30.8M | 309,931 | 0.50% | — |
| VYMI | VANGUARD WHITEHALL FDS | $30.5M | 323,544 | 0.49% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $29.6M | 461,341 | 0.48% | — |
| MDLZ | MONDELEZ INTL INC | $29.5M | 512,580 | 0.48% | — |
| PM | PHILIP MORRIS INTL INC | $29.0M | 175,418 | 0.47% | — |
| SCHZ | SCHWAB STRATEGIC TR | $28.1M | 1,209,030 | 0.45% | — |
| AMZN | AMAZON COM INC | $27.0M | 129,681 | 0.44% | — |
| QQQM | INVESCO EXCH TRADED FD TR II | $26.7M | 112,440 | 0.43% | — |
| BDYN | BLACKROCK ETF TRUST | $26.7M | 1,097,932 | 0.43% | — |
| PGR | PROGRESSIVE CORP | $26.6M | 134,202 | 0.43% | — |
| VTI | VANGUARD INDEX FDS | $26.0M | 81,046 | 0.42% | — |
| DYNF | BLACKROCK ETF TRUST | $25.1M | 431,747 | 0.41% | — |
| PG | PROCTER & GAMBLE CO | $23.7M | 164,427 | 0.38% | — |
| STIP | ISHARES TR | $23.6M | 227,876 | 0.38% | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $23.5M | 435,614 | 0.38% | — |
| BIL | SPDR SERIES TRUST | $20.6M | 224,326 | 0.33% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.2M | 42,083 | 0.33% | — |
| GOOGL | ALPHABET INC | $19.5M | 67,978 | 0.32% | — |
| IVV | ISHARES TR | $18.6M | 28,452 | 0.30% | — |
| TSLA | TESLA INC | $18.0M | 48,390 | 0.29% | — |
| BINC | BLACKROCK ETF TRUST II | $17.9M | 344,179 | 0.29% | — |
| GOOG | ALPHABET INC | $17.8M | 62,084 | 0.29% | — |
| XLK | SELECT SECTOR SPDR TR | $17.8M | 134,002 | 0.29% | — |
| JPM | JPMORGAN CHASE & CO | $17.8M | 60,410 | 0.29% | — |
| EFG | ISHARES TR | $17.3M | 155,640 | 0.28% | — |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $16.9M | 224,229 | 0.27% | — |
| GOVT | ISHARES TR | $15.5M | 677,582 | 0.25% | — |
| MTUM | ISHARES TR | $15.0M | 62,429 | 0.24% | — |
| ABBV | ABBVIE INC | $14.1M | 64,756 | 0.23% | — |
| BAI | BLACKROCK ETF TRUST | $13.6M | 414,031 | 0.22% | — |
| VGLT | VANGUARD SCOTTSDALE FDS | $13.3M | 239,924 | 0.21% | — |
| MO | ALTRIA GROUP INC | $13.1M | 198,271 | 0.21% | — |
| VB | VANGUARD INDEX FDS | $12.7M | 48,648 | 0.21% | — |
| VCSH | VANGUARD SCOTTSDALE FDS | $12.4M | 156,828 | 0.20% | — |
| IWP | ISHARES TR | $11.5M | 89,844 | 0.19% | — |
| XLF | SELECT SECTOR SPDR TR | $11.4M | 230,873 | 0.18% | — |
| ITA | ISHARES TR | $11.2M | 51,095 | 0.18% | — |
| AVGO | BROADCOM INC | $11.1M | 35,927 | 0.18% | — |
| HYLB | DBX ETF TR | $11.0M | 305,036 | 0.18% | — |
| META | META PLATFORMS INC | $10.9M | 19,050 | 0.18% | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $10.7M | 49,661 | 0.17% | — |
| KDP | KEURIG DR PEPPER INC | $10.6M | 403,937 | 0.17% | — |
| IGIB | ISHARES TR | $10.4M | 196,247 | 0.17% | — |
| SCHX | SCHWAB STRATEGIC TR | $10.3M | 403,164 | 0.17% | — |
| EXMOC | EXXON MOBIL CORP | $10.3M | 60,712 | 0.17% | — |
| UPS | UNITED PARCEL SVCS INC | $10.3M | 104,539 | 0.17% | — |
| BDVL | BLACKROCK ETF TRUST | $10.1M | 409,187 | 0.16% | — |
| IWD | ISHARES TR | $10.0M | 46,827 | 0.16% | — |
| BNDX | VANGUARD CHARLOTTE FDS | $9.8M | 204,816 | 0.16% | — |
| VNQ | VANGUARD INDEX FDS | $9.7M | 109,381 | 0.16% | — |
| ESGU | ISHARES TR | $9.6M | 67,679 | 0.15% | — |
| SOXQ | INVESCO EXCH TRADED FD TR II | $9.5M | 159,046 | 0.15% | — |
| V | VISA INC | $9.2M | 30,491 | 0.15% | — |
| CVX | CHEVRON CORPORATION | $9.1M | 44,183 | 0.15% | — |
| VGT | VANGUARD WORLD FD | $8.7M | 99,329 | 0.14% | — |
| JNJ | JOHNSON & JOHNSON | $8.5M | 34,953 | 0.14% | — |
| DGRO | ISHARES TR | $8.4M | 120,395 | 0.14% | — |
| IVW | ISHARES TR | $8.1M | 71,554 | 0.13% | — |
| IGEB | ISHARES TR | $7.9M | 175,208 | 0.13% | — |
| COST | COSTCO WHOLESALE CORPORATION | $7.6M | 7,660 | 0.12% | — |
| IEUR | ISHARES TR | $7.5M | 106,545 | 0.12% | — |
| WMT | WALMART INC | $7.3M | 58,822 | 0.12% | — |
| VUG | VANGUARD INDEX FDS | $7.3M | 99,802 | 0.12% | — |
| EFV | ISHARES TR | $7.2M | 97,378 | 0.12% | — |
| CAT | CATERPILLAR INC | $7.1M | 10,086 | 0.12% | — |
| MCD | MCDONALDS CORP | $7.1M | 22,807 | 0.11% | — |
| VCIT | VANGUARD SCOTTSDALE FDS | $6.8M | 82,660 | 0.11% | — |
| HWKN | HAWKINS INC | $6.7M | 43,827 | 0.11% | — |
| LLY | ELI LILLY & CO | $6.6M | 7,201 | 0.11% | — |
| AMP | AMERIPRISE FINL INC | $6.6M | 14,871 | 0.11% | — |
| XLI | SELECT SECTOR SPDR TR | $6.5M | 40,424 | 0.11% | — |
| ESML | ISHARES TR | $6.5M | 138,397 | 0.11% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $6.5M | 9 | 0.10% | — |
| ESGD | ISHARES TR | $6.0M | 62,593 | 0.10% | — |
| ARTY | ISHARES TR | $6.0M | 128,549 | 0.10% | — |
| EMXC | ISHARES INC | $5.9M | 75,044 | 0.10% | — |
| PEP | PEPSICO INC | $5.7M | 36,577 | 0.09% | — |
| XLV | SELECT SECTOR SPDR TR | $5.7M | 38,690 | 0.09% | — |
| SPBO | SPDR SERIES TRUST | $5.6M | 192,498 | 0.09% | — |
| NFLX | NETFLIX INC. | $5.5M | 57,568 | 0.09% | — |
| RSP | INVESCO EXCHANGE TRADED FD T | $5.5M | 28,809 | 0.09% | — |
| SCHK | SCHWAB STRATEGIC TR | $5.5M | 175,317 | 0.09% | — |
| TECB | ISHARES TR | $5.3M | 94,890 | 0.08% | — |
| ORCL | ORACLE CORP | $5.2M | 35,419 | 0.08% | — |
| KHC | KRAFT HEINZ CO | $5.2M | 229,271 | 0.08% | — |
| TQQQ | PROSHARES TR | $5.1M | 122,144 | 0.08% | — |
| WFC | WELLS FARGO & CO | $5.0M | 62,961 | 0.08% | — |
| LMT | LOCKHEED MARTIN CORP | $4.8M | 7,975 | 0.08% | — |
| XLE | SELECT SECTOR SPDR TR | $4.7M | 76,026 | 0.08% | — |
| IEFA | ISHARES TR | $4.6M | 51,195 | 0.07% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $4.5M | 31,098 | 0.07% | — |
| DFAC | DIMENSIONAL ETF TRUST | $4.4M | 112,300 | 0.07% | — |
| EAGG | ISHARES TR | $4.4M | 91,601 | 0.07% | — |
| VXF | VANGUARD INDEX FDS | $4.3M | 21,097 | 0.07% | — |
| SDY | SPDR SERIES TRUST | $4.3M | 29,528 | 0.07% | — |
| SYK | STRYKER CORPORATION | $4.3M | 12,985 | 0.07% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $4.2M | 17,298 | 0.07% | — |
| AXP | AMERICAN EXPRESS CO | $4.2M | 13,797 | 0.07% | — |
| IAU | ISHARES GOLD TR | $4.1M | 46,777 | 0.07% | — |
| MRK | MERCK & CO INC | $4.1M | 34,262 | 0.07% | — |
| GLW | CORNING INC | $4.0M | 29,321 | 0.06% | — |
| CSCO | CISCO SYS INC | $4.0M | 51,081 | 0.06% | — |
| DXJ | WISDOMTREE TR | $3.9M | 24,576 | 0.06% | — |
| ABT | ABBOTT LABORATORIES | $3.9M | 37,785 | 0.06% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.9M | 11,468 | 0.06% | — |
| SYSB | ISHARES TR | $3.8M | 42,829 | 0.06% | — |
| AMD | ADVANCED MICRO DEVICES INC | $3.8M | 18,737 | 0.06% | — |
| VEEV | VEEVA SYS INC | $3.8M | 21,441 | 0.06% | — |
| SCHO | SCHWAB STRATEGIC TR | $3.7M | 153,276 | 0.06% | — |
| BA | BOEING CO | $3.7M | 18,538 | 0.06% | — |
| BAC | BANK AMERICA CORP | $3.6M | 74,588 | 0.06% | — |
| HD | HOME DEPOT INC | $3.6M | 10,995 | 0.06% | — |
| SUSA | ISHARES TR | $3.6M | 27,246 | 0.06% | — |
| RTX | RTX CORPORATION | $3.5M | 18,340 | 0.06% | — |
This table is the 150 largest positions by value, out of 653 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
This manager also disclosed 25 options positions with a combined notional of $5.9M. Notional is not ownership, so it is excluded from the book value above rather than folded in to make the fund look bigger.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by NorthRock Partners, LLC (CIK 1632097, accession 0001172661-26-002224). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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