Location
Longboat Key, FL
Holdings as of
12/31/2024
Value ($000)
$113,298
Num holdings
175
Date filed
1/5/2026
Form type
13F-HR
Prev filing
Next filing
1/5/2026
This filing has been restated, see here for the amended filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type