CIK: 0001903880 | MONTGOMERY, AL
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 816 | $1.3B | 2026-08-06 | SEC ↗ | |
| 13F-HR | 555 | $1.1B | 2026-04-29 | SEC ↗ | |
| 13F-HR | 588 | $1.1B | 2026-01-22 | SEC ↗ | |
| 13F-HR | 541 | $985.9M | 2025-10-29 | SEC ↗ | |
| 13F-HR | 293 | $873.2M | 2025-07-30 | SEC ↗ | |
| 13F-HR | 187 | $753.2M | 2025-04-29 | SEC ↗ | |
| 13F-HR | 134 | $791.2M | 2025-02-11 | SEC ↗ | |
| 13F-HR | 115 | $756.4M | 2024-11-13 | SEC ↗ | |
Q2 2024Amended | 13F-HR/A | 57 | $653.2M | 2024-08-14 | SEC ↗ |
| 13F-HR | 52 | $589.7M | 2024-05-15 | SEC ↗ | |
| 13F-HR | 52 | $543.9M | 2024-02-14 | SEC ↗ | |
| 13F-HR | 86 | $482.7M | 2023-11-07 | SEC ↗ | |
| 13F-HR | 75 | $497.2M | 2023-08-03 | SEC ↗ | |
Q1 2023Amended | 13F-HR/A | 55 | $443.1M | 2023-05-15 | SEC ↗ |
| 13F-HR | 61 | $418.5M | 2023-02-14 | SEC ↗ | |
| 13F-HR | 29 | $2.2M | 2022-11-01 | SEC ↗ | |
| 13F-HR | 28 | $2.3M | 2022-08-02 | SEC ↗ | |
| 13F-HR | 25 | $2.2M | 2022-05-12 | SEC ↗ | |
Q4 2021Amended | 13F-HR/A | 41 | $2.6M | 2022-02-07 | SEC ↗ |