CIK: 0001750405 | SARASOTA, FL
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 1150 | $673.1M | 2026-08-12 | SEC ↗ | |
| 13F-HR | 1176 | $554.5M | 2026-05-13 | SEC ↗ | |
| 13F-HR | 1038 | $550.3M | 2026-02-13 | SEC ↗ | |
| 13F-HR | 1057 | $553.4M | 2025-11-14 | SEC ↗ | |
| 13F-HR | 988 | $500.0M | 2025-08-13 | SEC ↗ | |
| 13F-HR | 1030 | $460.5M | 2025-05-14 | SEC ↗ | |
| 13F-HR | 1020 | $388.6M | 2025-02-10 | SEC ↗ | |
| 13F-HR | 934 | $373.0M | 2024-11-13 | SEC ↗ | |
| 13F-HR | 218 | $251.0M | 2024-08-14 | SEC ↗ | |
| 13F-HR | 729 | $259.8M | 2024-05-14 | SEC ↗ | |
| 13F-HR | 796 | $221.4M | 2024-02-14 | SEC ↗ | |
| 13F-HR | 683 | $192.0M | 2023-11-13 | SEC ↗ | |
| 13F-HR | 693 | $200.9M | 2023-08-10 | SEC ↗ | |
| 13F-HR | 670 | $187.7M | 2023-05-12 | SEC ↗ | |
| 13F-HR | 921 | $177.2M | 2023-02-14 | SEC ↗ | |
| 13F-HR | 641 | $10.6M | 2022-11-15 | SEC ↗ | |
| 13F-HR | 659 | $9.2M | 2022-08-09 | SEC ↗ | |
| 13F-HR | 177 | $7.4M | 2022-05-02 | SEC ↗ | |
| 13F-HR | 614 | $7.7M | 2022-02-14 | SEC ↗ | |
| 13F-HR | 623 | $6.2M | 2021-10-29 | SEC ↗ | |
| 13F-HR | 625 | $6.4M | 2021-08-12 | SEC ↗ | |
| 13F-HR | 828 | $6.5M | 2021-05-18 | SEC ↗ | |
| 13F-HR | 720 | $4.7M | 2021-02-17 | SEC ↗ | |
| 13F-HR | 361 | $3.1M | 2020-11-13 | SEC ↗ | |
| 13F-HR | 692 | $5.2M | 2020-08-06 | SEC ↗ | |
| 13F-HR | 548 | $4.4M | 2020-05-07 | SEC ↗ | |
| 13F-HR | 137 | $6.8M | 2020-01-29 | SEC ↗ | |
| 13F-HR | 704 | $7.1M | 2019-10-10 | SEC ↗ | |
| 13F-HR | 720 | $7.2M | 2019-07-15 | SEC ↗ | |
| 13F-HR | 730 | $5.7M | 2019-04-12 | SEC ↗ | |
| 13F-HR | 889 | $10.6M | 2018-10-22 | SEC ↗ | |
| 13F-HR | 169 | $8.3M | 2018-08-28 | SEC ↗ |