CIK: 0001638049 | Sarasota, FL
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 86 | $203.7M | 2025-10-16 | SEC ↗ | |
| 13F-HR | 88 | $200.3M | 2025-07-18 | SEC ↗ | |
| 13F-HR | 92 | $191.7M | 2025-04-16 | SEC ↗ | |
| 13F-HR | 90 | $192.6M | 2025-01-23 | SEC ↗ | |
| 13F-HR | 97 | $195.9M | 2024-10-30 | SEC ↗ | |
| 13F-HR | 92 | $188.9M | 2024-07-19 | SEC ↗ | |
| 13F-HR | 102 | $192.0M | 2024-04-19 | SEC ↗ | |
| 13F-HR | 100 | $183.9M | 2024-01-19 | SEC ↗ | |
| 13F-HR | 92 | $167.0M | 2023-10-11 | SEC ↗ | |
| 13F-HR | 94 | $177.6M | 2023-07-17 | SEC ↗ | |
| 13F-HR | 102 | $181.3M | 2023-04-18 | SEC ↗ | |
| 13F-HR | 86 | $159.0M | 2023-01-17 | SEC ↗ | |
| 13F-HR | 85 | $2.4M | 2022-10-12 | SEC ↗ | |
| 13F-HR | 92 | $1.1M | 2022-07-20 | SEC ↗ | |
| 13F-HR | 93 | $177.8K | 2022-04-18 | SEC ↗ | |
| 13F-HR | 100 | $1.9M | 2022-01-20 | SEC ↗ | |
| 13F-HR | 97 | $1.6M | 2021-10-20 | SEC ↗ | |
| 13F-HR | 93 | $1.7M | 2021-07-19 | SEC ↗ | |
| 13F-HR | 91 | $2.0M | 2021-04-27 | SEC ↗ | |
| 13F-HR | 83 | $2.2M | 2021-01-15 | SEC ↗ | |
| 13F-HR | 79 | $1.9M | 2020-10-16 | SEC ↗ | |
| 13F-HR | 81 | $3.1M | 2020-08-03 | SEC ↗ | |
| 13F-HR | 80 | $111.5K | 2020-04-17 | SEC ↗ | |
| 13F-HR | 87 | $115.1K | 2020-01-24 | SEC ↗ | |
| 13F-HR | 90 | $121.9K | 2019-10-21 | SEC ↗ | |
| 13F-HR | 95 | $349.4K | 2019-07-18 | SEC ↗ | |
| 13F-HR | 92 | $346.1K | 2019-04-25 | SEC ↗ | |
| 13F-HR | 76 | $1.1M | 2019-01-22 | SEC ↗ | |
| 13F-HR | 83 | $2.0M | 2018-10-22 | SEC ↗ | |
| 13F-HR | 83 | $1.8M | 2018-07-19 | SEC ↗ | |
| 13F-HR | 79 | $1.8M | 2018-04-19 | SEC ↗ | |
| 13F-HR | 71 | $1.5M | 2018-01-12 | SEC ↗ | |
| 13F-HR | 72 | $2.4M | 2017-10-24 | SEC ↗ | |
| 13F-HR | 73 | $1.1M | 2017-07-26 | SEC ↗ | |
| 13F-HR | 73 | $1.1M | 2017-04-18 | SEC ↗ | |
| 13F-HR | 75 | $1.0M | 2017-01-17 | SEC ↗ | |
| 13F-HR | 70 | $101.5K | 2016-10-28 | SEC ↗ | |
| 13F-HR | 83 | $1.3M | 2016-07-21 | SEC ↗ | |
| 13F-HR | 387 | $1.4M | 2016-04-14 | SEC ↗ | |
| 13F-HR | 71 | $963.0K | 2016-01-20 | SEC ↗ | |
| 13F-HR | 400 | $1.8M | 2015-10-27 | SEC ↗ | |
| 13F-HR | 72 | $1.9M | 2015-07-16 | SEC ↗ | |
| 13F-HR | 76 | $1.2M | 2015-04-29 | SEC ↗ | |
| 13F-HR | 79 | $973.4K | 2015-03-30 | SEC ↗ |