CIK: 0001767217 | INDIAN ROCKS BEACH, FL
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 23 | $181.8M | 2026-10-27 | SEC ↗ | |
| 13F-HR | 20 | $176.7M | 2026-07-28 | SEC ↗ | |
| 13F-HR | 16 | $170.7M | 2026-05-01 | SEC ↗ | |
| 13F-HR | 19 | $173.4M | 2026-02-05 | SEC ↗ | |
| 13F-HR | 19 | $174.8M | 2025-10-28 | SEC ↗ | |
| 13F-HR | 17 | $179.5M | 2025-07-30 | SEC ↗ | |
| 13F-HR | 16 | $166.6M | 2025-04-28 | SEC ↗ | |
| 13F-HR | 17 | $167.9M | 2025-01-23 | SEC ↗ | |
| 13F-HR | 19 | $168.4M | 2024-11-05 | SEC ↗ | |
| 13F-HR | 21 | $160.5M | 2024-08-06 | SEC ↗ | |
| 13F-HR | 21 | $157.0M | 2024-05-07 | SEC ↗ | |
| 13F-HR | 19 | $140.4M | 2024-01-12 | SEC ↗ | |
| 13F-HR | 19 | $131.6M | 2023-10-24 | SEC ↗ | |
| 13F-HR | 20 | $138.7M | 2023-07-20 | SEC ↗ | |
| 13F-HR | 20 | $132.5M | 2023-05-08 | SEC ↗ | |
| 13F-HR | 20 | $123.5M | 2023-01-26 | SEC ↗ | |
| 13F-HR | 18 | $31.1M | 2022-10-25 | SEC ↗ | |
| 13F-HR | 19 | $19.7M | 2022-07-25 | SEC ↗ | |
| 13F-HR | 17 | $16.9M | 2022-04-19 | SEC ↗ | |
| 13F-HR | 17 | $18.3M | 2022-01-24 | SEC ↗ | |
| 13F-HR | 17 | $20.3M | 2021-12-08 | SEC ↗ | |
| 13F-HR | 17 | $17.0M | 2021-07-23 | SEC ↗ | |
| 13F-HR | 18 | $12.1M | 2021-04-29 | SEC ↗ | |
| 13F-HR | 19 | $12.5M | 2021-02-12 | SEC ↗ | |
| 13F-HR | 19 | $9.3M | 2020-10-20 | SEC ↗ | |
| 13F-HR | 19 | $9.0M | 2020-08-05 | SEC ↗ | |
| 13F-HR | 20 | $4.2M | 2020-05-01 | SEC ↗ | |
| 13F-HR | 27 | $13.4M | 2020-01-31 | SEC ↗ | |
| 13F-HR | 28 | $6.3M | 2019-11-12 | SEC ↗ | |
Q2 2019Amended | 13F-HR/A | 26 | $4.6M | 2019-07-25 | SEC ↗ |
| 13F-HR | 24 | $5.4M | 2019-05-06 | SEC ↗ | |
| 13F-HR | 23 | $96.8K | 2019-02-11 | SEC ↗ |