CIK: 0001767710 | Wellesley, MA
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 104 | $477.5M | 2026-10-15 | SEC ↗ | |
| 13F-HR | 102 | $473.6M | 2026-07-31 | SEC ↗ | |
| 13F-HR | 96 | $422.2M | 2026-05-12 | SEC ↗ | |
| 13F-HR | 95 | $431.4M | 2026-02-11 | SEC ↗ | |
| 13F-HR | 98 | $414.7M | 2025-10-23 | SEC ↗ | |
| 13F-HR | 86 | $389.3M | 2025-08-11 | SEC ↗ | |
| 13F-HR | 84 | $351.1M | 2025-05-14 | SEC ↗ | |
| 13F-HR | 85 | $355.7M | 2025-02-12 | SEC ↗ | |
| 13F-HR | 86 | $342.5M | 2024-10-30 | SEC ↗ | |
| 13F-HR | 82 | $320.3M | 2024-07-26 | SEC ↗ | |
| 13F-HR | 86 | $306.5M | 2024-05-10 | SEC ↗ | |
| 13F-HR | 67 | $270.4M | 2024-01-30 | SEC ↗ | |
| 13F-HR | 74 | $245.6M | 2023-11-06 | SEC ↗ | |
Q2 2023Amended | 13F-HR/A | 77 | $260.4M | 2023-07-24 | SEC ↗ |
| 13F-HR | 78 | $248.0M | 2023-04-20 | SEC ↗ | |
| 13F-HR | 78 | $236.2M | 2023-01-18 | SEC ↗ | |
| 13F-HR | 83 | $375.9K | 2022-10-14 | SEC ↗ | |
| 13F-HR | 84 | $333.7K | 2022-07-28 | SEC ↗ | |
| 13F-HR | 92 | $422.9K | 2022-05-05 | SEC ↗ | |
| 13F-HR | 89 | $499.7K | 2022-01-28 | SEC ↗ | |
| 13F-HR | 513 | $987.3K | 2021-10-20 | SEC ↗ | |
| 13F-HR | 87 | $742.0K | 2021-07-20 | SEC ↗ | |
| 13F-HR | 85 | $804.6K | 2021-04-30 | SEC ↗ | |
| 13F-HR | 83 | $217.6K | 2021-01-15 | SEC ↗ | |
| 13F-HR | 79 | $181.4K | 2020-10-16 | SEC ↗ | |
| 13F-HR | 76 | $179.9K | 2020-08-03 | SEC ↗ | |
| 13F-HR | 62 | $153.7K | 2020-04-30 | SEC ↗ | |
| 13F-HR | 65 | $204.8K | 2020-01-15 | SEC ↗ | |
| 13F-HR | 61 | $182.6K | 2019-10-08 | SEC ↗ | |
| 13F-HR | 60 | $176.8K | 2019-08-05 | SEC ↗ | |
| 13F-HR | 62 | $169.5K | 2019-05-06 | SEC ↗ | |
| 13F-HR | 62 | $153.9K | 2019-02-13 | SEC ↗ |