CIK: 0001793269 | SARASOTA, FL
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 157 | $315.7M | 2026-08-03 | SEC ↗ | |
| 13F-HR | 154 | $276.7M | 2026-05-06 | SEC ↗ | |
| 13F-HR | 153 | $271.7M | 2026-02-05 | SEC ↗ | |
| 13F-HR | 151 | $258.3M | 2025-11-14 | SEC ↗ | |
| 13F-HR | 142 | $230.6M | 2025-07-31 | SEC ↗ | |
| 13F-HR | 139 | $210.9M | 2025-05-09 | SEC ↗ | |
| 13F-HR | 141 | $211.7M | 2025-02-07 | SEC ↗ | |
| 13F-HR | 147 | $212.0M | 2024-11-12 | SEC ↗ | |
| 13F-HR | 153 | $191.2M | 2024-08-13 | SEC ↗ | |
| 13F-HR | 154 | $185.1M | 2024-05-13 | SEC ↗ | |
| 13F-HR | 146 | $160.4M | 2024-02-14 | SEC ↗ | |
| 13F-HR | 142 | $142.9M | 2023-11-13 | SEC ↗ | |
| 13F-HR | 144 | $142.0M | 2023-08-11 | SEC ↗ | |
| 13F-HR | 146 | $136.6M | 2023-05-12 | SEC ↗ | |
| 13F-HR | 146 | $127.8M | 2023-02-10 | SEC ↗ | |
| 13F-HR | 145 | $7.0M | 2022-11-10 | SEC ↗ | |
| 13F-HR | 144 | $5.9M | 2022-08-10 | SEC ↗ | |
| 13F-HR | 160 | $6.1M | 2022-05-12 | SEC ↗ | |
| 13F-HR | 156 | $7.2M | 2022-02-08 | SEC ↗ | |
| 13F-HR | 652 | $7.8M | 2021-11-15 | SEC ↗ | |
| 13F-HR | 920 | $7.4M | 2021-08-16 | SEC ↗ | |
| 13F-HR | 916 | $7.3M | 2021-05-17 | SEC ↗ | |
| 13F-HR | 934 | $7.4M | 2021-02-16 | SEC ↗ | |
| 13F-HR | 935 | $3.0M | 2020-11-16 | SEC ↗ | |
| 13F-HR | 987 | $2.0M | 2020-08-12 | SEC ↗ | |
| 13F-HR | 944 | $3.6M | 2020-05-12 | SEC ↗ | |
| 13F-HR | 961 | $5.8M | 2020-02-13 | SEC ↗ | |
| 13F-HR | 209 | $5.4M | 2019-11-18 | SEC ↗ |