CIK: 0001766571 | SANTA BARBARA, CA
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 56 | $184.6M | 2026-11-02 | SEC ↗ | |
| 13F-HR | 59 | $174.0M | 2026-07-17 | SEC ↗ | |
| 13F-HR | 62 | $160.2M | 2026-05-07 | SEC ↗ | |
| 13F-HR | 61 | $176.6M | 2026-02-09 | SEC ↗ | |
| 13F-HR | 64 | $163.0M | 2025-11-05 | SEC ↗ | |
| 13F-HR | 59 | $152.5M | 2025-08-05 | SEC ↗ | |
| 13F-HR | 53 | $134.6M | 2025-04-25 | SEC ↗ | |
| 13F-HR | 55 | $143.8M | 2025-01-28 | SEC ↗ | |
| 13F-HR | 49 | $134.9M | 2024-10-28 | SEC ↗ | |
| 13F-HR | 48 | $121.1M | 2024-07-22 | SEC ↗ | |
| 13F-HR | 49 | $119.9M | 2024-05-02 | SEC ↗ | |
| 13F-HR | 46 | $104.9M | 2024-02-01 | SEC ↗ | |
| 13F-HR | 47 | $94.9M | 2023-11-06 | SEC ↗ | |
| 13F-HR | 49 | $97.7M | 2023-07-25 | SEC ↗ | |
| 13F-HR | 48 | $87.6M | 2023-05-02 | SEC ↗ | |
| 13F-HR | 44 | $74.7M | 2023-01-11 | SEC ↗ | |
| 13F-HR | 40 | $6.5M | 2022-10-18 | SEC ↗ | |
| 13F-HR | 45 | $4.1M | 2022-07-19 | SEC ↗ | |
| 13F-HR | 76 | $6.3M | 2022-04-25 | SEC ↗ | |
| 13F-HR | 89 | $6.8M | 2022-01-24 | SEC ↗ | |
| 13F-HR | 88 | $9.5M | 2021-10-14 | SEC ↗ | |
| 13F-HR | 86 | $10.0M | 2021-07-22 | SEC ↗ | |
| 13F-HR | 84 | $9.7M | 2021-04-26 | SEC ↗ | |
| 13F-HR | 84 | $2.3M | 2021-01-13 | SEC ↗ | |
| 13F-HR | 78 | $5.7M | 2020-10-22 | SEC ↗ | |
| 13F-HR | 77 | $2.2M | 2020-07-17 | SEC ↗ | |
| 13F-HR | 75 | $1.9M | 2020-04-13 | SEC ↗ | |
| 13F-HR | 83 | $2.3M | 2020-01-15 | SEC ↗ | |
| 13F-HR | 82 | $2.5M | 2019-10-09 | SEC ↗ | |
| 13F-HR | 82 | $2.5M | 2019-07-10 | SEC ↗ | |
| 13F-HR | 80 | $2.6M | 2019-04-22 | SEC ↗ | |
| 13F-HR | 81 | $2.2M | 2019-02-12 | SEC ↗ | |
| 13F-HR | 80 | $3.1M | 2019-03-06 | SEC ↗ | |
| 13F-HR | 80 | $2.6M | 2019-03-06 | SEC ↗ | |
| 13F-HR | 82 | $2.7M | 2019-03-06 | SEC ↗ | |
| 13F-HR | 81 | $2.3M | 2019-03-06 | SEC ↗ | |
| 13F-HR | 78 | $1.6M | 2019-03-06 | SEC ↗ | |
| 13F-HR | 76 | $1.4M | 2019-03-06 | SEC ↗ | |
| 13F-HR | 76 | $3.0M | 2019-03-06 | SEC ↗ | |
| 13F-HR | 70 | $2.3M | 2019-03-06 | SEC ↗ |