CIK: 0001742315 | SARASOTA, FL
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 117 | $1.3B | 2026-10-20 | SEC ↗ | |
| 13F-HR | 117 | $1.3B | 2026-07-22 | SEC ↗ | |
| 13F-HR | 108 | $1.1B | 2026-04-22 | SEC ↗ | |
| 13F-HR | 108 | $1.2B | 2026-01-14 | SEC ↗ | |
| 13F-HR | 108 | $1.2B | 2025-10-17 | SEC ↗ | |
| 13F-HR | 106 | $1.1B | 2025-08-12 | SEC ↗ | |
| 13F-HR | 103 | $994.1M | 2025-04-24 | SEC ↗ | |
| 13F-HR | 107 | $1.1B | 2025-02-10 | SEC ↗ | |
| 13F-HR | 105 | $1.0B | 2024-11-12 | SEC ↗ | |
| 13F-HR | 93 | $1.0B | 2024-08-13 | SEC ↗ | |
| 13F-HR | 95 | $939.6M | 2024-05-09 | SEC ↗ | |
| 13F-HR | 92 | $817.3M | 2024-02-12 | SEC ↗ | |
| 13F-HR | 85 | $746.3M | 2023-11-07 | SEC ↗ | |
| 13F-HR | 90 | $801.5M | 2023-08-08 | SEC ↗ | |
| 13F-HR | 84 | $727.7M | 2023-05-04 | SEC ↗ | |
| 13F-HR | 86 | $644.2M | 2023-01-27 | SEC ↗ | |
| 13F-HR | 78 | $113.1M | 2022-11-02 | SEC ↗ | |
| 13F-HR | 85 | $34.1M | 2022-08-04 | SEC ↗ | |
| 13F-HR | 99 | $2.8M | 2022-05-06 | SEC ↗ | |
| 13F-HR | 100 | $7.4M | 2022-02-07 | SEC ↗ | |
| 13F-HR | 107 | $9.3M | 2021-10-28 | SEC ↗ | |
| 13F-HR | 101 | $10.5M | 2021-08-02 | SEC ↗ | |
| 13F-HR | 96 | $11.8M | 2021-05-12 | SEC ↗ | |
| 13F-HR | 91 | $10.4M | 2021-02-03 | SEC ↗ | |
| 13F-HR | 84 | $9.7M | 2020-11-12 | SEC ↗ | |
| 13F-HR | 75 | $10.7M | 2020-08-11 | SEC ↗ | |
| 13F-HR | 76 | $28.4M | 2020-05-12 | SEC ↗ | |
| 13F-HR | 89 | $51.3M | 2020-02-13 | SEC ↗ | |
| 13F-HR | 80 | $33.8M | 2019-11-13 | SEC ↗ | |
| 13F-HR | 73 | $41.5M | 2019-07-31 | SEC ↗ | |
| 13F-HR | 72 | $21.1M | 2019-05-14 | SEC ↗ | |
| 13F-HR | 70 | $36.9M | 2019-02-12 | SEC ↗ | |
Q3 2018Amended | 13F-HR/A | 72 | $53.0M | 2018-11-13 | SEC ↗ |
| 13F-HR | 35 | $40.5M | 2018-08-01 | SEC ↗ |