CIK: 0001664656 | SANTA BARBARA, CA
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 119 | $536.8M | 2026-10-28 | SEC ↗ | |
| 13F-HR | 117 | $514.9M | 2026-07-29 | SEC ↗ | |
| 13F-HR | 118 | $464.0M | 2026-05-08 | SEC ↗ | |
| 13F-HR | 116 | $476.7M | 2026-01-23 | SEC ↗ | |
| 13F-HR | 107 | $441.1M | 2025-11-10 | SEC ↗ | |
| 13F-HR | 105 | $398.0M | 2025-08-07 | SEC ↗ | |
| 13F-HR | 100 | $340.5M | 2025-05-01 | SEC ↗ | |
| 13F-HR | 96 | $378.1M | 2025-02-04 | SEC ↗ | |
| 13F-HR | 97 | $352.2M | 2024-11-05 | SEC ↗ | |
| 13F-HR | 92 | $283.5M | 2024-07-30 | SEC ↗ | |
| 13F-HR | 94 | $258.3M | 2024-04-30 | SEC ↗ | |
| 13F-HR | 91 | $219.1M | 2024-01-29 | SEC ↗ | |
| 13F-HR | 85 | $300.8M | 2023-11-01 | SEC ↗ | |
| 13F-HR | 89 | $312.7M | 2023-08-08 | SEC ↗ | |
| 13F-HR | 89 | $273.8M | 2023-05-08 | SEC ↗ | |
| 13F-HR | 89 | $250.1M | 2023-01-30 | SEC ↗ | |
| 13F-HR | 84 | $16.6M | 2022-11-08 | SEC ↗ | |
| 13F-HR | 89 | $14.8M | 2022-08-10 | SEC ↗ | |
| 13F-HR | 84 | $3.3M | 2022-05-05 | SEC ↗ | |
| 13F-HR | 84 | $3.4M | 2022-02-08 | SEC ↗ | |
| 13F-HR | 72 | $2.6M | 2021-11-12 | SEC ↗ | |
| 13F-HR | 73 | $2.6M | 2021-07-27 | SEC ↗ | |
| 13F-HR | 74 | $3.1M | 2021-05-04 | SEC ↗ | |
| 13F-HR | 74 | $2.7M | 2021-02-01 | SEC ↗ | |
| 13F-HR | 60 | $2.2M | 2020-11-03 | SEC ↗ | |
| 13F-HR | 56 | $1.9M | 2020-07-20 | SEC ↗ | |
| 13F-HR | 51 | $1.7M | 2020-05-15 | SEC ↗ | |
| 13F-HR | 52 | $2.0M | 2020-02-07 | SEC ↗ |