| Form type | Document | Filing | Description | Filing date | Reporting date | File number(s) |
|---|---|---|---|---|---|---|
| 13F-HR | Open Document | Open Filing | Oct 15, 2025 | Sep 30, 2025 | 028-24620 | |
| N-PX | Open Document | Open Filing | Aug 14, 2025 | Jun 30, 2025 | 028-24620 | |
| 13F-HR | Open Document | Open Filing | Jul 22, 2025 | Jun 30, 2025 | 028-24620 | |
| 13F-HR | Open Document | Open Filing | Apr 18, 2025 | Mar 31, 2025 | 028-24620 | |
| 13F-HR | Open Document | Open Filing | Jan 24, 2025 | Dec 31, 2024 | 028-24620 | |
| SC 13G | Open Document | Open Filing | JP WEALTH MANAGEMENT, INC. | Mar 6, 2023 |