CIK: 0001697267 | SARASOTA, FL
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 186 | $2.4B | 2026-08-14 | SEC ↗ | |
| 13F-HR | 186 | $2.1B | 2026-05-15 | SEC ↗ | |
| 13F-HR | 130 | $2.2B | 2026-02-17 | SEC ↗ | |
| 13F-HR | 126 | $3.4B | 2025-11-14 | SEC ↗ | |
| 13F-HR | 125 | $3.3B | 2025-08-14 | SEC ↗ | |
| 13F-HR | 130 | $3.0B | 2025-05-15 | SEC ↗ | |
| 13F-HR | 131 | $3.2B | 2025-02-14 | SEC ↗ | |
| 13F-HR | 135 | $3.2B | 2024-11-14 | SEC ↗ | |
| 13F-HR | 135 | $3.1B | 2024-08-14 | SEC ↗ | |
| 13F-HR | 137 | $3.1B | 2024-05-15 | SEC ↗ | |
| 13F-HR | 140 | $2.8B | 2024-02-14 | SEC ↗ | |
| 13F-HR | 144 | $2.5B | 2023-11-14 | SEC ↗ | |
| 13F-HR | 150 | $2.7B | 2023-08-14 | SEC ↗ | |
| 13F-HR | 151 | $1.9B | 2023-05-15 | SEC ↗ | |
| 13F-HR | 131 | $1.8B | 2023-02-14 | SEC ↗ | |
| 13F-HR | 130 | $288.7M | 2022-11-14 | SEC ↗ | |
| 13F-HR | 138 | $142.0M | 2022-08-15 | SEC ↗ | |
| 13F-HR | 140 | $123.9M | 2022-05-16 | SEC ↗ | |
| 13F-HR | 133 | $147.1M | 2022-02-14 | SEC ↗ | |
| 13F-HR | 131 | $137.7M | 2021-11-15 | SEC ↗ | |
| 13F-HR | 133 | $122.6M | 2021-08-16 | SEC ↗ | |
| 13F-HR | 133 | $102.5M | 2021-05-17 | SEC ↗ | |
| 13F-HR | 128 | $113.3M | 2021-02-16 | SEC ↗ | |
| 13F-HR | 126 | $99.3M | 2020-11-16 | SEC ↗ | |
| 13F-HR | 127 | $93.8M | 2020-08-14 | SEC ↗ | |
| 13F-HR | 121 | $51.5M | 2020-05-14 | SEC ↗ | |
| 13F-HR | 128 | $55.2M | 2020-02-13 | SEC ↗ | |
| 13F-HR | 123 | $7.8M | 2019-11-14 | SEC ↗ | |
| 13F-HR | 125 | $8.1M | 2019-08-13 | SEC ↗ | |
| 13F-HR | 120 | $7.6M | 2019-05-15 | SEC ↗ | |
| 13F-HR | 116 | $5.9M | 2019-02-13 | SEC ↗ | |
| 13F-HR | 64 | $2.9M | 2018-11-14 | SEC ↗ | |
| 13F-HR | 106 | $6.3M | 2018-08-14 | SEC ↗ | |
Q1 2018Amended | 13F-HR/A | 77 | $1.7M | 2018-05-14 | SEC ↗ |
Q4 2017Amended | 13F-HR/A | 111 | $5.9M | 2018-02-14 | SEC ↗ |