| Form type | Document | Filing | Description | Filing date | Reporting date | File number(s) |
|---|---|---|---|---|---|---|
| 13F-HR | Open Document | Open Filing | 08 Oct 2025 | 30 Sep 2025 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 09 Jul 2025 | 30 Jun 2025 | 028-18600 | |
| N-PX | Open Document | Open Filing | 09 Jul 2025 | 30 Jun 2025 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 09 Apr 2025 | 31 Mar 2025 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 15 Jan 2025 | 31 Dec 2024 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 09 Oct 2024 | 30 Sep 2024 | 028-18600 | |
| N-PX | Open Document | Open Filing | 15 Jul 2024 | 30 Jun 2024 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 12 Jul 2024 | 30 Jun 2024 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 16 Apr 2024 | 31 Mar 2024 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 23 Jan 2024 | 31 Dec 2023 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 11 Oct 2023 | 30 Sep 2023 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 20 Jul 2023 | 30 Jun 2023 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 15 May 2023 | 31 Mar 2023 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 10 Feb 2023 | 31 Dec 2022 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 14 Nov 2022 | 30 Sep 2022 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 08 Aug 2022 | 30 Jun 2022 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 16 May 2022 | 31 Mar 2022 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 04 Feb 2022 | 31 Dec 2021 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 12 Nov 2021 | 30 Sep 2021 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 27 Jul 2021 | 30 Jun 2021 | 028-18600 | |
| SC 13G | Open Document | Open Filing | TOWERPOINT WEALTH, LLC | 07 Jul 2021 | ||
| 13F-HR | Open Document | Open Filing | 10 May 2021 | 31 Mar 2021 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 10 Feb 2021 | 31 Dec 2020 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 13 Nov 2020 | 30 Sep 2020 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 07 Aug 2020 | 30 Jun 2020 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 08 May 2020 | 31 Mar 2020 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 15 Jan 2020 | 31 Dec 2019 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 05 Nov 2019 | 30 Sep 2019 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 07 Aug 2019 | 30 Jun 2019 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 13 May 2019 | 31 Mar 2019 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 11 Feb 2019 | 31 Dec 2018 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 19 Oct 2018 | 30 Sep 2018 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 31 Jul 2018 | 30 Jun 2018 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 15 May 2018 | 31 Mar 2018 | 028-18600 | |
| 13F-HR | Open Document | Open Filing | 15 Feb 2018 | 31 Dec 2017 | 028-18600 |