CIK: 0001800158 | VESTAVIA HILLS, AL
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 136 | $631.4M | 2026-10-09 | SEC ↗ | |
| 13F-HR | 134 | $617.3M | 2026-07-08 | SEC ↗ | |
Q1 2026Amended | 13F-HR/A | 132 | $542.9M | 2026-04-08 | SEC ↗ |
| 13F-HR | 127 | $494.3M | 2026-01-21 | SEC ↗ | |
| 13F-HR | 119 | $474.9M | 2025-10-17 | SEC ↗ | |
| 13F-HR | 116 | $446.5M | 2025-08-05 | SEC ↗ | |
| 13F-HR | 111 | $407.3M | 2025-05-08 | SEC ↗ | |
| 13F-HR | 109 | $404.4M | 2025-01-30 | SEC ↗ | |
| 13F-HR | 113 | $394.4M | 2024-10-25 | SEC ↗ | |
| 13F-HR | 111 | $368.7M | 2024-07-12 | SEC ↗ | |
| 13F-HR | 108 | $353.5M | 2024-04-16 | SEC ↗ | |
| 13F-HR | 105 | $323.0M | 2024-01-09 | SEC ↗ | |
| 13F-HR | 86 | $283.5M | 2023-10-19 | SEC ↗ | |
| 13F-HR | 92 | $286.6M | 2023-07-12 | SEC ↗ | |
| 13F-HR | 89 | $271.2M | 2023-05-08 | SEC ↗ | |
| 13F-HR | 88 | $251.2M | 2023-01-20 | SEC ↗ | |
| 13F-HR | 82 | $2.6M | 2022-10-14 | SEC ↗ | |
| 13F-HR | 83 | $1.8M | 2022-07-29 | SEC ↗ | |
| 13F-HR | 75 | $1.3M | 2022-05-06 | SEC ↗ | |
| 13F-HR | 72 | $1.3M | 2022-02-02 | SEC ↗ | |
| 13F-HR | 62 | $1.1M | 2021-11-09 | SEC ↗ | |
| 13F-HR | 64 | $1.0M | 2021-07-23 | SEC ↗ | |
| 13F-HR | 61 | $1.0M | 2021-04-29 | SEC ↗ | |
| 13F-HR | 61 | $653.2K | 2021-01-20 | SEC ↗ | |
| 13F-HR | 56 | $578.7K | 2020-10-16 | SEC ↗ | |
| 13F-HR | 56 | $654.8K | 2020-08-13 | SEC ↗ | |
| 13F-HR | 52 | $565.2K | 2020-05-04 | SEC ↗ | |
| 13F-HR | 64 | $677.9K | 2020-01-30 | SEC ↗ |