CIK: 0001972653 | MOUNT PLEASANT, SC
| Quarter | Form Type | Holdings | Value | Filed | SEC |
|---|---|---|---|---|---|
| 13F-HR | 282 | $24.6M | 2026-08-14 | SEC ↗ | |
| 13F-HR | 298 | $21.9M | 2026-05-15 | SEC ↗ | |
| 13F-HR | 307 | $21.4M | 2026-02-17 | SEC ↗ | |
| 13F-HR | 354 | $31.2M | 2025-11-14 | SEC ↗ | |
| 13F-HR | 303 | $412.4M | 2024-05-10 | SEC ↗ | |
| 13F-HR | 155 | $124.4M | 2024-01-30 | SEC ↗ | |
| 13F-HR | 152 | $118.3M | 2023-11-15 | SEC ↗ | |
Q2 2023Amended | 13F-HR/A | 567 | $181.1M | 2023-08-15 | SEC ↗ |
| 13F-HR | 169 | $152.0M | 2023-05-15 | SEC ↗ |