CIK: 0001631353 | PALM BEACH GARDENS, FL
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 776 | $5.2B | 2026-08-07 | SEC ↗ | |
Q1 2026Amended | 13F-HR/A | 766 | $4.6B | 2026-05-07 | SEC ↗ |
Q4 2025Amended | 13F-HR/A | 777 | $5.6B | 2026-01-13 | SEC ↗ |
Q3 2025Amended | 13F-HR/A | 646 | $5.0B | 2025-11-10 | SEC ↗ |
| 13F-HR | 761 | $4.7B | 2025-07-16 | SEC ↗ | |
| 13F-HR | 749 | $4.3B | 2025-05-02 | SEC ↗ | |
| 13F-HR | 748 | $4.3B | 2025-01-17 | SEC ↗ | |
| 13F-HR | 733 | $4.4B | 2024-10-23 | SEC ↗ | |
| 13F-HR | 718 | $4.3B | 2024-07-22 | SEC ↗ | |
| 13F-HR | 721 | $4.0B | 2024-04-24 | SEC ↗ | |
| 13F-HR | 657 | $2.6B | 2024-01-30 | SEC ↗ | |
| 13F-HR | 964 | $2.3B | 2023-10-24 | SEC ↗ | |
| 13F-HR | 963 | $2.1B | 2023-07-31 | SEC ↗ | |
| 13F-HR | 913 | $1.5B | 2023-04-14 | SEC ↗ | |
| 13F-HR | 869 | $1.4B | 2023-02-08 | SEC ↗ | |
| 13F-HR | 853 | $109.9M | 2022-11-10 | SEC ↗ | |
| 13F-HR | 781 | $62.2M | 2022-08-05 | SEC ↗ | |
| 13F-HR | 692 | $47.2M | 2022-05-13 | SEC ↗ | |
| 13F-HR | 590 | $33.0M | 2022-02-10 | SEC ↗ | |
| 13F-HR | 532 | $36.3M | 2021-11-15 | SEC ↗ | |
| 13F-HR | 439 | $41.9M | 2021-08-02 | SEC ↗ | |
| 13F-HR | 420 | $35.3M | 2021-05-10 | SEC ↗ | |
| 13F-HR | 422 | $38.4M | 2021-02-12 | SEC ↗ | |
| 13F-HR | 390 | $33.0M | 2020-11-04 | SEC ↗ | |
| 13F-HR | 375 | $24.6M | 2020-08-07 | SEC ↗ | |
| 13F-HR | 346 | $14.1M | 2020-04-29 | SEC ↗ | |
| 13F-HR | 414 | $18.0M | 2020-02-06 | SEC ↗ | |
| 13F-HR | 389 | $9.0M | 2019-11-14 | SEC ↗ | |
| 13F-HR | 377 | $8.2M | 2019-08-07 | SEC ↗ | |
Q1 2019Amended | 13F-HR/A | 228 | $1.6M | 2019-04-18 | SEC ↗ |
| 13F-HR | 277 | $963.1K | 2019-01-22 | SEC ↗ | |
| 13F-HR | 280 | $10.6M | 2018-11-07 | SEC ↗ | |
| 13F-HR | 202 | $9.9M | 2018-08-09 | SEC ↗ | |
| 13F-HR | 92 | $776.3K | 2018-04-10 | SEC ↗ | |
| 13F-HR | 77 | $464.4K | 2018-01-16 | SEC ↗ | |
| 13F-HR | 61 | $184.7K | 2017-10-16 | SEC ↗ | |
| 13F-HR | 63 | $181.0K | 2017-07-11 | SEC ↗ | |
| 13F-HR | 62 | $171.3K | 2017-04-12 | SEC ↗ | |
| 13F-HR | 52 | $155.0K | 2017-01-09 | SEC ↗ | |
| 13F-HR | 53 | $154.0K | 2016-10-11 | SEC ↗ | |
| 13F-HR | 52 | $148.7K | 2016-07-12 | SEC ↗ | |
| 13F-HR | 51 | $139.3K | 2016-05-16 | SEC ↗ | |
| 13F-HR | 53 | $147.5K | 2016-01-12 | SEC ↗ | |
| 13F-HR | 50 | $145.9K | 2015-10-16 | SEC ↗ | |
| 13F-HR | 58 | $165.5K | 2015-07-13 | SEC ↗ | |
| 13F-HR | 60 | $168.2K | 2015-04-13 | SEC ↗ | |
| 13F-HR | 59 | $159.9K | 2015-01-26 | SEC ↗ |