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CIK 0001802614 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ENTERPRISE PRODS PARTNERS L | COM | $26.9M | 99.2%Prev: 99.1% | 838,807 SH | Increased+55,266 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $227K | 0.8%Prev: 0.9% | 1,035 SH | Increased+8 SH |
| 13F-HR |
| 0000905148-26-003704 |
| $31.1M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0000905148-25-002916 | $24.5M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0000905148-26-002341 | $32.0M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0000905148-25-001710 | $26.8M | View |