CIK: 0001651023 | SANIBEL, FL
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 774 | $4.0B | 2026-07-27 | SEC ↗ | |
| 13F-HR | 725 | $3.6B | 2026-05-15 | SEC ↗ | |
| 13F-HR | 707 | $3.6B | 2026-01-20 | SEC ↗ | |
| 13F-HR | 693 | $3.5B | 2025-10-29 | SEC ↗ | |
| 13F-HR | 677 | $3.3B | 2025-08-13 | SEC ↗ | |
| 13F-HR | 674 | $3.1B | 2025-04-15 | SEC ↗ | |
| 13F-HR | 667 | $3.1B | 2025-01-15 | SEC ↗ | |
| 13F-HR | 653 | $3.1B | 2024-10-08 | SEC ↗ | |
| 13F-HR | 640 | $2.9B | 2024-07-22 | SEC ↗ | |
| 13F-HR | 630 | $2.9B | 2024-05-21 | SEC ↗ | |
| 13F-HR | 608 | $2.7B | 2024-02-16 | SEC ↗ |