CIK: 0001767474 | SAN CARLOS, CA
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 88 | $671.4M | 2026-07-28 | SEC ↗ | |
| 13F-HR | 86 | $591.4M | 2026-05-07 | SEC ↗ | |
| 13F-HR | 83 | $599.4M | 2026-02-03 | SEC ↗ | |
| 13F-HR | 80 | $594.7M | 2025-11-06 | SEC ↗ | |
| 13F-HR | 80 | $559.0M | 2025-07-24 | SEC ↗ | |
| 13F-HR | 75 | $531.6M | 2025-05-01 | SEC ↗ | |
| 13F-HR | 72 | $534.8M | 2025-01-24 | SEC ↗ | |
| 13F-HR | 71 | $534.9M | 2024-10-23 | SEC ↗ | |
| 13F-HR | 75 | $505.6M | 2024-08-05 | SEC ↗ | |
| 13F-HR | 68 | $493.4M | 2024-04-30 | SEC ↗ | |
Q4 2023Amended | 13F-HR/A | 76 | $469.4M | 2024-01-25 | SEC ↗ |
| 13F-HR | 72 | $423.2M | 2023-10-27 | SEC ↗ | |
| 13F-HR | 69 | $431.2M | 2023-08-09 | SEC ↗ | |
| 13F-HR | 65 | $411.4M | 2023-05-04 | SEC ↗ | |
| 13F-HR | 80 | $414.7M | 2023-02-07 | SEC ↗ | |
| 13F-HR | 70 | $402.4K | 2022-10-25 | SEC ↗ | |
| 13F-HR | 65 | $1.2M | 2022-07-14 | SEC ↗ | |
| 13F-HR | 85 | $1.8M | 2022-05-04 | SEC ↗ | |
| 13F-HR | 91 | $1.9M | 2022-01-19 | SEC ↗ | |
| 13F-HR | 87 | $1.8M | 2021-11-02 | SEC ↗ | |
| 13F-HR | 90 | $1.7M | 2021-07-22 | SEC ↗ | |
| 13F-HR | 90 | $1.7M | 2021-04-26 | SEC ↗ | |
| 13F-HR | 66 | $1.3M | 2021-01-11 | SEC ↗ | |
| 13F-HR | 83 | $1.4M | 2020-10-26 | SEC ↗ | |
| 13F-HR | 82 | $1.5M | 2020-07-14 | SEC ↗ | |
| 13F-HR | 83 | $1.2M | 2020-04-16 | SEC ↗ | |
| 13F-HR | 73 | $1.4M | 2020-01-27 | SEC ↗ | |
| 13F-HR | 84 | $1.8M | 2019-10-10 | SEC ↗ | |
| 13F-HR | 88 | $2.2M | 2019-07-17 | SEC ↗ | |
| 13F-HR | 91 | $2.2M | 2019-04-24 | SEC ↗ | |
| 13F-HR | 96 | $2.2M | 2019-02-08 | SEC ↗ |