CIK: 0001844709 | SAN LUIS OBISPO, CA
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
Q3 2026Amended | 13F-HR/A | 185 | $659.5M | 2026-10-19 | SEC ↗ |
| 13F-HR | 187 | $664.4M | 2026-07-16 | SEC ↗ | |
| 13F-HR | 175 | $604.4M | 2026-04-29 | SEC ↗ | |
| 13F-HR | 182 | $597.1M | 2026-01-26 | SEC ↗ | |
Q3 2025Amended | 13F-HR/A | 143 | $465.4M | 2025-10-22 | SEC ↗ |
| 13F-HR | 139 | $57.7M | 2025-07-17 | SEC ↗ | |
Q1 2025Amended | 13F-HR/A | 144 | $7.3M | 2025-04-15 | SEC ↗ |
| 13F-HR | 143 | $78.9M | 2025-01-14 | SEC ↗ | |
| 13F-HR | 143 | $64.6M | 2024-10-09 | SEC ↗ | |
| 13F-HR | 133 | $57.2M | 2024-07-12 | SEC ↗ | |
| 13F-HR | 46 | $12.3M | 2024-04-11 | SEC ↗ | |
| 13F-HR | 59 | $18.3M | 2024-01-17 | SEC ↗ | |
| 13F-HR | 74 | $18.2M | 2023-10-31 | SEC ↗ | |
| 13F-HR | 158 | $20.4M | 2023-08-02 | SEC ↗ | |
| 13F-HR | 159 | $16.7M | 2023-05-10 | SEC ↗ | |
| 13F-HR | 69 | $6.1M | 2023-02-02 | SEC ↗ | |
| 13F-HR | 80 | $5.6M | 2022-10-26 | SEC ↗ | |
| 13F-HR | 63 | $785.4K | 2022-08-10 | SEC ↗ | |
| 13F-HR | 460 | $460.3K | 2022-05-10 | SEC ↗ | |
| 13F-HR | 88 | $5.9M | 2022-02-14 | SEC ↗ | |
| 13F-HR | 154 | $4.6M | 2021-11-09 | SEC ↗ | |
| 13F-HR | 122 | $1.1M | 2021-02-05 | SEC ↗ |