CIK: 0001812155 | LEE'S SUMMIT, MO
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 351 | $374.2M | 2026-11-02 | SEC ↗ | |
| 13F-HR | 267 | $350.9M | 2026-07-23 | SEC ↗ | |
| 13F-HR | 95 | $312.5M | 2026-05-08 | SEC ↗ | |
| 13F-HR | 93 | $304.3M | 2026-01-21 | SEC ↗ | |
| 13F-HR | 90 | $295.5M | 2025-10-07 | SEC ↗ | |
| 13F-HR | 85 | $263.5M | 2025-07-09 | SEC ↗ | |
| 13F-HR | 88 | $239.9M | 2025-05-13 | SEC ↗ | |
| 13F-HR | 89 | $236.2M | 2025-01-14 | SEC ↗ | |
| 13F-HR | 87 | $233.4M | 2024-11-12 | SEC ↗ | |
| 13F-HR | 87 | $211.8M | 2024-08-12 | SEC ↗ | |
Q1 2024Amended | 13F-HR/A | 77 | $171.4M | 2024-04-26 | SEC ↗ |
| 13F-HR | 77 | $171.4M | 2024-01-08 | SEC ↗ | |
| 13F-HR | 81 | $157.1M | 2023-10-10 | SEC ↗ | |
| 13F-HR | 84 | $158.5M | 2023-07-24 | SEC ↗ | |
| 13F-HR | 86 | $149.0M | 2023-04-21 | SEC ↗ | |
| 13F-HR | 78 | $141.4M | 2023-01-19 | SEC ↗ | |
| 13F-HR | 79 | $13.1M | 2022-10-14 | SEC ↗ | |
| 13F-HR | 82 | $10.2M | 2022-07-15 | SEC ↗ | |
| 13F-HR | 87 | $8.8M | 2022-04-14 | SEC ↗ | |
| 13F-HR | 100 | $11.9M | 2022-01-14 | SEC ↗ | |
| 13F-HR | 100 | $9.3M | 2021-11-12 | SEC ↗ | |
| 13F-HR | 97 | $8.7M | 2021-08-10 | SEC ↗ | |
| 13F-HR | 97 | $7.7M | 2021-05-28 | SEC ↗ | |
| 13F-HR | 89 | $6.3M | 2021-02-02 | SEC ↗ | |
| 13F-HR | 80 | $5.2M | 2020-10-20 | SEC ↗ | |
| 13F-HR | 81 | $4.6M | 2020-07-30 | SEC ↗ | |
| 13F-HR | 77 | $3.7M | 2020-05-15 | SEC ↗ |