CIK: 0001846995 | SANTA BARBARA, CA
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 83 | $196.4M | 2026-11-02 | SEC ↗ | |
| 13F-HR | 88 | $197.7M | 2026-08-07 | SEC ↗ | |
| 13F-HR | 84 | $163.7M | 2026-05-13 | SEC ↗ | |
| 13F-HR | 86 | $181.3M | 2026-05-20 | SEC ↗ | |
| 13F-HR | 74 | $189.2M | 2025-11-13 | SEC ↗ | |
| 13F-HR | 73 | $184.6M | 2025-07-31 | SEC ↗ | |
| 13F-HR | 71 | $168.1M | 2025-05-15 | SEC ↗ | |
| 13F-HR | 80 | $182.9M | 2025-05-15 | SEC ↗ | |
| 13F-HR | 80 | $181.0M | 2024-11-14 | SEC ↗ | |
Q2 2024Amended | 13F-HR/A | 68 | $137.8M | 2024-08-14 | SEC ↗ |
| 13F-HR | 65 | $126.2M | 2024-03-06 | SEC ↗ | |
| 13F-HR | 57 | $105.9M | 2023-11-29 | SEC ↗ | |
| 13F-HR | 78 | $136.0M | 2023-08-24 | SEC ↗ | |
| 13F-HR | 69 | $120.2M | 2023-08-17 | SEC ↗ | |
| 13F-HR | 69 | $97.6M | 2023-02-21 | SEC ↗ | |
| 13F-HR | 69 | $10.3M | 2022-11-18 | SEC ↗ | |
| 13F-HR | 61 | $7.6M | 2022-07-13 | SEC ↗ | |
| 13F-HR | 63 | $8.3M | 2022-05-10 | SEC ↗ | |
| 13F-HR | 64 | $15.3M | 2022-02-10 | SEC ↗ | |
| 13F-HR | 65 | $13.7M | 2021-11-15 | SEC ↗ | |
| 13F-HR | 57 | $14.6M | 2021-08-13 | SEC ↗ | |
| 13F-HR | 56 | $13.0M | 2021-05-04 | SEC ↗ | |
| 13F-HR | 52 | $9.9M | 2021-03-02 | SEC ↗ |