CIK: 0001965307 | SAN LUIS OBISPO, CA
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 24 | $17.3M | 2026-07-27 | SEC ↗ | |
| 13F-HR | 24 | $16.4M | 2026-04-29 | SEC ↗ | |
| 13F-HR | 36 | $15.5M | 2026-02-06 | SEC ↗ | |
| 13F-HR | 31 | $13.6M | 2025-10-28 | SEC ↗ | |
| 13F-HR | 144 | $26.3M | 2025-08-13 | SEC ↗ | |
| 13F-HR | 134 | $23.4M | 2025-05-07 | SEC ↗ | |
| 13F-HR | 135 | $26.8M | 2025-01-31 | SEC ↗ | |
| 13F-HR | 140 | $24.5M | 2024-10-29 | SEC ↗ | |
| 13F-HR | 126 | $12.6M | 2024-07-22 | SEC ↗ | |
| 13F-HR | 60 | $9.9M | 2024-05-03 | SEC ↗ | |
| 13F-HR | 59 | $9.7M | 2024-02-07 | SEC ↗ | |
| 13F-HR | 56 | $9.1M | 2023-11-08 | SEC ↗ | |
| 13F-HR | 125 | $11.6M | 2023-07-24 | SEC ↗ | |
| 13F-HR | 54 | $7.4M | 2023-05-03 | SEC ↗ | |
| 13F-HR | 53 | $6.6M | 2023-02-09 | SEC ↗ |