CIK: 0001877728 | WESLEY CHAPEL, FL
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 600 | $1.2B | 2026-10-20 | SEC ↗ | |
| 13F-HR | 576 | $1.0B | 2026-07-15 | SEC ↗ | |
| 13F-HR | 533 | $830.9M | 2026-04-23 | SEC ↗ | |
| 13F-HR | 504 | $788.0M | 2026-01-14 | SEC ↗ | |
| 13F-HR | 487 | $751.0M | 2025-10-20 | SEC ↗ | |
| 13F-HR | 442 | $653.7M | 2025-07-15 | SEC ↗ | |
| 13F-HR | 374 | $523.9M | 2025-04-15 | SEC ↗ | |
| 13F-HR | 376 | $521.1M | 2025-01-14 | SEC ↗ | |
| 13F-HR | 378 | $497.8M | 2024-10-17 | SEC ↗ | |
| 13F-HR | 326 | $417.0M | 2024-07-17 | SEC ↗ | |
| 13F-HR | 288 | $342.4M | 2024-04-23 | SEC ↗ | |
| 13F-HR | 273 | $321.6M | 2024-01-12 | SEC ↗ | |
| 13F-HR | 270 | $318.8M | 2023-10-23 | SEC ↗ | |
| 13F-HR | 271 | $320.6M | 2023-07-24 | SEC ↗ | |
| 13F-HR | 247 | $290.1M | 2023-04-13 | SEC ↗ | |
| 13F-HR | 1588 | $271.7M | 2023-01-11 | SEC ↗ | |
| 13F-HR | 183 | $1.4M | 2022-11-14 | SEC ↗ | |
| 13F-HR | 156 | $2.4M | 2022-08-04 | SEC ↗ | |
| 13F-HR | 177 | $8.9M | 2022-05-10 | SEC ↗ | |
| 13F-HR | 140 | $602.9K | 2022-02-08 | SEC ↗ | |
| 13F-HR | 138 | $1.5M | 2021-10-22 | SEC ↗ | |
| 13F-HR | 132 | $7.8M | 2021-08-25 | SEC ↗ |