CIK: 0001799957 | LUTZ, FL
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 72 | $236.1M | 2026-10-15 | SEC ↗ | |
| 13F-HR | 75 | $230.8M | 2026-07-23 | SEC ↗ | |
| 13F-HR | 75 | $235.8M | 2026-05-15 | SEC ↗ | |
| 13F-HR | 74 | $228.6M | 2026-01-15 | SEC ↗ | |
| 13F-HR | 117 | $224.2M | 2025-11-06 | SEC ↗ | |
| 13F-HR | 56 | $194.1M | 2025-08-11 | SEC ↗ | |
| 13F-HR | 262 | $184.9M | 2025-05-13 | SEC ↗ | |
| 13F-HR | 239 | $175.7M | 2025-02-06 | SEC ↗ | |
| 13F-HR | 238 | $172.5M | 2024-11-05 | SEC ↗ | |
| 13F-HR | 242 | $164.9M | 2024-07-15 | SEC ↗ | |
| 13F-HR | 225 | $158.9M | 2024-04-23 | SEC ↗ | |
| 13F-HR | 235 | $148.6M | 2024-01-22 | SEC ↗ | |
| 13F-HR | 295 | $134.5M | 2023-10-24 | SEC ↗ | |
| 13F-HR | 284 | $169.4M | 2023-07-17 | SEC ↗ | |
| 13F-HR | 285 | $157.3M | 2023-05-01 | SEC ↗ | |
| 13F-HR | 389 | $1.8M | 2023-01-19 | SEC ↗ | |
| 13F-HR | 347 | $1.6M | 2022-11-04 | SEC ↗ | |
| 13F-HR | 324 | $1.0M | 2022-07-19 | SEC ↗ | |
| 13F-HR | 302 | $849.1K | 2022-04-25 | SEC ↗ | |
| 13F-HR | 310 | $524.3K | 2022-01-27 | SEC ↗ | |
| 13F-HR | 310 | $560.5K | 2021-11-04 | SEC ↗ | |
| 13F-HR | 58 | $154.2K | 2021-08-02 | SEC ↗ | |
| 13F-HR | 58 | $145.4K | 2021-05-07 | SEC ↗ | |
| 13F-HR | 49 | $130.5K | 2021-01-25 | SEC ↗ | |
| 13F-HR | 46 | $114.7K | 2020-11-03 | SEC ↗ | |
| 13F-HR | 44 | $106.2K | 2020-08-12 | SEC ↗ | |
| 13F-HR | 41 | $92.9K | 2020-04-28 | SEC ↗ | |
| 13F-HR | 47 | $112.0K | 2020-01-21 | SEC ↗ |