Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.
| Issuer | % of Class | Filed |
|---|---|---|
|
iM Global Partner Funds
13G/A
Amendment 3
BDVG · 53700T751
|
5.5% |
7/14/2026
Event 6/30/2026
|
|
Litman Gregory Funds Trust
13G/A
Amendment 2
BDVG · 53700T751
|
8.5% |
5/11/2026
Event 3/31/2026
|
|
Litman Gregory Funds Trust
13G/A
Amendment 1
BDVG · 53700T751
|
7.1% |
10/23/2025
Event 9/30/2025
|
|
Litman Gregory Funds Trust
13G
BDVG · 53700T751
|
6.2% |
5/12/2025
Event 3/31/2025
|