CIK: 0001766150 | BEVERLY, MA
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 252 | $2.0B | 2026-07-23 | SEC ↗ | |
| 13F-HR | 166 | $1.3B | 2026-05-11 | SEC ↗ | |
| 13F-HR | 219 | $1.6B | 2026-02-10 | SEC ↗ | |
| 13F-HR | 208 | $1.5B | 2025-11-12 | SEC ↗ | |
| 13F-HR | 197 | $1.4B | 2025-07-29 | SEC ↗ | |
| 13F-HR | 193 | $1.2B | 2025-05-02 | SEC ↗ | |
| 13F-HR | 208 | $1.3B | 2025-02-12 | SEC ↗ | |
| 13F-HR | 211 | $1.2B | 2024-11-01 | SEC ↗ | |
| 13F-HR | 206 | $1.1B | 2024-07-25 | SEC ↗ | |
| 13F-HR | 212 | $1.3B | 2024-05-03 | SEC ↗ | |
| 13F-HR | 242 | $935.2M | 2024-02-14 | SEC ↗ | |
| 13F-HR | 234 | $908.9M | 2023-11-13 | SEC ↗ | |
| 13F-HR | 246 | $1.1B | 2023-11-13 | SEC ↗ | |
Q1 2023Amended | 13F-HR/A | 288 | $1.4B | 2023-05-02 | SEC ↗ |
Q4 2022Amended | 13F-HR/A | 214 | $1.0B | 2023-02-10 | SEC ↗ |
| 13F-HR | 202 | $84.3M | 2022-11-09 | SEC ↗ | |
| 13F-HR | 198 | $79.8M | 2022-08-10 | SEC ↗ | |
| 13F-HR | 208 | $99.1M | 2022-05-13 | SEC ↗ | |
Q4 2021Amended | 13F-HR/A | 197 | $100.5M | 2022-02-08 | SEC ↗ |
Q3 2021Amended | 13F-HR/A | 186 | $58.5M | 2021-11-01 | SEC ↗ |
Q2 2021Amended | 13F-HR/A | 468 | $13.5M | 2021-07-26 | SEC ↗ |
| 13F-HR | 182 | $60.4M | 2021-05-11 | SEC ↗ | |
| 13F-HR | 131 | $53.0M | 2021-02-16 | SEC ↗ | |
| 13F-HR | 131 | $184.2M | 2020-11-16 | SEC ↗ | |
| 13F-HR | 94 | $149.7M | 2020-08-14 | SEC ↗ | |
| 13F-HR | 80 | $191.5M | 2020-05-13 | SEC ↗ | |
| 13F-HR | 79 | $288.7M | 2020-02-11 | SEC ↗ | |
| 13F-HR | 89 | $296.0M | 2019-11-14 | SEC ↗ | |
| 13F-HR | 92 | $323.5M | 2019-08-13 | SEC ↗ | |
| 13F-HR | 89 | $184.9M | 2019-05-13 | SEC ↗ |