13F-HR filed by INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2023-09-30, filed 2023-11-13, with 713 holding rows worth $611,332,994.
- Accession
- 0001104659-23-117013
- Filer
- CIK 1673815
- Filed
- 2023-11-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2023
A holdings report, 713 entries on the cover page, a total value of $611,332,994 stated on the cover page (in dollars after the unit check, H1), rows summing to $611,332,994 with VALUE read as dollars as filed, 13F file number 028-17438. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| RIVIAN AUTOMOTIVE INC COM CL A | 76954A103 | Stock | 151 | $3,666 | dollars as filed | |
| MESOBLAST LTD F SPONSORED ADR 1 ADR REPS 10 ORD SHS | 590717104 | SPONS ADR | 2,969 | $3,652 | dollars as filed | |
| FIRST FINL BANKSHARES INC COM | 32020R109 | Stock | 145 | $3,642 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 40 | $3,638 | dollars as filed | |
| GLOBAL X FDS | 37954Y855 | LITHIUM BTRY ETF | 66 | $3,629 | dollars as filed | |
| ALBANY INTL CORP | 012348108 | CL A | 42 | $3,624 | dollars as filed | |
| RB GLOBAL INC COM | 74935Q107 | Stock | 57 | $3,563 | dollars as filed | |
| LAKELAND FINL CORP | 511656100 | COM | 75 | $3,560 | dollars as filed | |
| FS KKR CAP CORP | 302635206 | COM | 180 | $3,535 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 38 | $3,531 | dollars as filed | |
| KANDI TECHNOLOGIES GROUP INC | 483709101 | COM | 1,000 | $3,460 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 10 | $3,436 | dollars as filed | |
| IMMUNITYBIO INC | 45256X103 | COM | 2,000 | $3,380 | dollars as filed | |
| PEOPLE INC | 44891N208 | COM NEW | 67 | $3,376 | dollars as filed | |
| CHEMOURS CO COM | 163851108 | Stock | 120 | $3,366 | dollars as filed | |
| JBT MAREL CORPORATION | 477839104 | COM | 32 | $3,364 | dollars as filed | |
| ISHARES TR | 464288208 | MRGSTR MD CP ETF | 56 | $3,345 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 56 | $3,305 | dollars as filed | |
| YUM BRANDS INC COM | 988498101 | Stock | 26 | $3,248 | dollars as filed | |
| SIMON PPTY GROUP INC NEW COM | 828806109 | REIT | 30 | $3,241 | dollars as filed | |
| MASCO CORP | 574599106 | COM | 60 | $3,207 | dollars as filed | |
| ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | 03938L203 | ADR | 126 | $3,154 | dollars as filed | |
| SIRIUS XM HOLDINGS INC | 82968B103 | COM | 690 | $3,119 | dollars as filed | |
| HENRY JACK & ASSOC INC | 426281101 | COM | 20 | $3,023 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 40 | $3,009 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 28 | $2,976 | dollars as filed | |
| SCOTTS MIRACLE-GRO CO | 810186106 | CL A | 57 | $2,946 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V571 | GLOBAL DRGN CN | 108 | $2,926 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R506 | RISNG DIVD ACHIV | 63 | $2,895 | dollars as filed | |
| GLOBAL SHIP LEASE INC | Y27183600 | COM CL A | 154 | $2,829 | dollars as filed | |
| BIOCRYST PHARMACEUTICALS INC COM | 09058V103 | Stock | 398 | $2,818 | dollars as filed | |
| DARLING INGREDIENTS INC COM | 237266101 | Stock | 52 | $2,714 | dollars as filed | |
| KAYNE ANDERSON ENERGY | 486606106 | COM | 321 | $2,700 | dollars as filed | |
| SITIO ROYALTIES CORP | 82983N108 | CLASS A COM | 111 | $2,687 | dollars as filed | |
| QUEST DIAGNOSTICS INC COM | 74834L100 | Stock | 22 | $2,681 | dollars as filed | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 46 | $2,665 | dollars as filed | |
| ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | 03524A108 | ADR | 48 | $2,654 | dollars as filed | |
| EBAY INC. COM | 278642103 | Stock | 59 | $2,601 | dollars as filed | |
| COREBRIDGE FINL INC COM | 21871X109 | Stock | 129 | $2,548 | dollars as filed | |
| LAM RESEARCH CORP | 512807108 | COM | 4 | $2,507 | dollars as filed | |
| VIRTUS DIVIDEND, INTEREST & PR | 92840R101 | COM | 214 | $2,425 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733A201 | DOW 30 EQL WGT | 78 | $2,274 | dollars as filed | |
| LATTICE SEMICONDUCTOR CORP COM | 518415104 | Stock | 26 | $2,234 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 66 | $2,189 | dollars as filed | |
| ATMOS ENERGY CORP COM | 049560105 | Stock | 20 | $2,119 | dollars as filed | |
| ISHARES TR | 464288737 | GLB CNSM STP ETF | 37 | $2,111 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 50 | $2,057 | dollars as filed | |
| LADDER CAP CORP CL A | 505743104 | REIT | 200 | $2,052 | dollars as filed | |
| FIRSTENERGY CORP | 337932107 | COM | 60 | $2,051 | dollars as filed | |
| HIGHLAND GLOBAL ALLOCATION F | 43010T104 | COM | 256 | $2,050 | dollars as filed | |
| GRACO INC COM | 384109104 | Stock | 28 | $2,041 | dollars as filed | |
| GAMIDA CELL LTD | M47364100 | SHS | 1,975 | $2,034 | dollars as filed | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 30 | $2,012 | dollars as filed | |
| DYNATRACE INC COM NEW | 268150109 | Stock | 43 | $2,009 | dollars as filed | |
| RIO TINTO PLC SPONSORED ADR | 767204100 | ADR | 31 | $1,987 | dollars as filed | |
| HANESBRANDS INC | 410345102 | COM | 500 | $1,980 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 27 | $1,952 | dollars as filed | |
| PERMIANVILLE RTY TR | 71425H100 | TR UNIT | 742 | $1,884 | dollars as filed | |
| VIRGIN GALACTIC HLDGS INC | 92766K106 | COM | 1,030 | $1,854 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 60 | $1,766 | dollars as filed | |
| LCI INDS | 50189K103 | COM | 15 | $1,761 | dollars as filed | |
| QUAKER HOUGHTON | 747316107 | COM | 11 | $1,760 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 4 | $1,759 | dollars as filed | |
| ORGANON & CO COMMON STOCK | 68622V106 | Stock | 99 | $1,719 | dollars as filed | |
| CELSIUS HLDGS INC | 15118V207 | COM NEW | 10 | $1,716 | dollars as filed | |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | G66721104 | Stock | 100 | $1,648 | dollars as filed | |
| STRATEGY INC CL A NEW | 594972408 | Stock | 5 | $1,641 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 30 | $1,637 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 100 | $1,600 | dollars as filed | |
| ISHARES INC ETF MSCI GLOBAL GOLD MINERS ETF NEW | 46434G855 | ETF | 77 | $1,594 | dollars as filed | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 15 | $1,590 | dollars as filed | |
| ISHARES TR | 464288729 | GLOB INDSTRL ETF | 14 | $1,582 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 21 | $1,577 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V381 | S&P500 EQL DIS | 37 | $1,557 | dollars as filed | |
| HEALTHEQUITY INC COM | 42226A107 | Stock | 21 | $1,534 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q225 | BETA CDA ETF NEW | 26 | $1,512 | dollars as filed | |
| PJT PARTNERS INC | 69343T107 | COM CL A | 19 | $1,509 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X541 | ST STR NAT ETF | 27 | $1,504 | dollars as filed | |
| ESAB CORPORATION | 29605J106 | COM | 21 | $1,475 | dollars as filed | |
| SUMMIT MATERIALS INC CLASS A | 86614U100 | CL A | 47 | $1,464 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 12 | $1,438 | dollars as filed | |
| MONDAY COM LTD SHS | M7S64H106 | Stock | 9 | $1,433 | dollars as filed | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 6 | $1,426 | dollars as filed | |
| LIBERTY MEDIA CORP DEL | 531229771 | COM LBTY ONE S A | 25 | $1,414 | dollars as filed | |
| iShares MSCI ACWI ex U.S. ETF | 464288240 | SHS | 30 | $1,410 | dollars as filed | |
| WOODWARD INC COM | 980745103 | Stock | 11 | $1,367 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 15 | $1,301 | dollars as filed | |
| LIBERTY ENERGY INC | 53115L104 | COM CL A | 69 | $1,278 | dollars as filed | |
| SILICON LABORATORIES INC COM | 826919102 | Stock | 11 | $1,275 | dollars as filed | |
| MANULIFE FINL CORP | 56501R106 | COM | 69 | $1,262 | dollars as filed | |
| MSA SAFETY INC COM | 553498106 | Stock | 8 | $1,261 | dollars as filed | |
| KINSALECAPGROUPINC | 49714P108 | STOK | 3 | $1,242 | dollars as filed | |
| CARNIVAL PLC ADS | 14365C103 | ADR | 100 | $1,225 | dollars as filed | |
| SENSEONICS HLDGS INC | 81727U105 | COM | 2,000 | $1,208 | dollars as filed | |
| iShares MSCI Japan ETF | 46434G822 | SHS | 20 | $1,206 | dollars as filed | |
| ZURN ELKAY WATER SOLNS CORP COM | 98983L108 | Stock | 43 | $1,205 | dollars as filed | |
| FIRSTCASH HOLDINGS INC | 33768G107 | COM | 12 | $1,205 | dollars as filed | |
| LOEWS CORP COM | 540424108 | Stock | 19 | $1,203 | dollars as filed | |
| BRAINSTORM CELL THERAPEUTICS | 10501E201 | COM | 6,000 | $1,201 | dollars as filed | |
| EASTGROUP PPTYS INC | 277276101 | COM | 7 | $1,166 | dollars as filed | |
| VMWARE, INC. | 928563402 | CL A COM | 7 | $1,165 | dollars as filed | |
| GRUPO AEROPORTUNARIO DEL PAC | 400506101 | SPON ADS B | 7 | $1,151 | dollars as filed | |
| DNP SELECT INCOME FD INC | 23325P104 | COM | 120 | $1,142 | dollars as filed | |
| WALGREENS BOOTS ALLIANCE INC | 931427108 | COM | 51 | $1,134 | dollars as filed | |
| FRESHWORKS INC CLASS A COM | 358054104 | Stock | 56 | $1,116 | dollars as filed | |
| DXC TECHNOLOGY CO COM | 23355L106 | Stock | 53 | $1,114 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 16 | $1,102 | dollars as filed | |
| CASEYS GEN STORES INC | 147528103 | COM | 4 | $1,086 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 6 | $1,079 | dollars as filed | |
| MAGNA INTL INC COM | 559222401 | Stock | 20 | $1,072 | dollars as filed | |
| SPDR Portfolio S&P 500 High Dividend ETF | 78468R788 | SHS | 30 | $1,067 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 14 | $1,052 | dollars as filed | |
| SIMPLY GOOD FOODS CO COM | 82900L102 | Stock | 30 | $1,036 | dollars as filed | |
| CHART INDS INC | 16115Q308 | COM | 6 | $1,015 | dollars as filed | |
| WESCO INTL INC COM | 95082P105 | Stock | 7 | $1,007 | dollars as filed | |
| THERMON GROUP HLDGS INC | 88362T103 | COM | 36 | $989 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 13 | $984 | dollars as filed | |
| SUNRUN INC | 86771W105 | COM | 78 | $980 | dollars as filed | |
| LANTHEUS HLDGS INC | 516544103 | COM | 14 | $973 | dollars as filed | |
| FIVE BELOW INC COM | 33829M101 | Stock | 6 | $965 | dollars as filed | |
| CRISPR THERAPEUTICS AG NAMEN AKT | H17182108 | Stock | 21 | $953 | dollars as filed | |
| UNITED PARKS & RESORTS INC | 81282V100 | COM | 20 | $925 | dollars as filed | |
| MERIT MED SYS INC COM | 589889104 | Stock | 13 | $897 | dollars as filed | |
| BOOT BARN HLDGS INC | 099406100 | COM | 11 | $893 | dollars as filed | |
| ALTO INGREDIENTS INC | 021513106 | COMMON STOCK | 200 | $884 | dollars as filed | |
| GLADSTONE INVESTMENT CORP | 376546107 | COM | 68 | $866 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 1 | $823 | dollars as filed | |
| SUPER MICRO COMPUTER INC | 86800U104 | COM | 3 | $823 | dollars as filed | |
| HAEMONETICS CORP MASS COM | 405024100 | Stock | 9 | $806 | dollars as filed | |
| LIVENT CORP | 53814L108 | COM | 43 | $792 | dollars as filed | |
| XPONENTIAL FITNESS INC A | 98422X101 | COMMON STOCK | 51 | $791 | dollars as filed | |
| IQIYI INC SPONSORED ADS | 46267X108 | ADR | 165 | $782 | dollars as filed | |
| AEROVIRONMENT INC COM | 008073108 | Stock | 7 | $781 | dollars as filed | |
| OOMA INC | 683416101 | COM | 60 | $781 | dollars as filed | |
| INTRA-CELLULAR THERAPIES INC | 46116X101 | COMMON STOCK | 15 | $781 | dollars as filed | |
| PROS Holdings Inc | 74346Y103 | Common Stock | 22 | $762 | dollars as filed | |
| APPFOLIO INC | 03783C100 | COM CL A | 4 | $731 | dollars as filed | |
| ALKERMES PLC | G01767105 | SHS | 26 | $728 | dollars as filed | |
| SMARTSHEET INC. (CLASS A) | 83200N103 | COM CL A | 18 | $728 | dollars as filed | |
| ANTERO RESOURCES CORP COM | 03674X106 | Stock | 28 | $711 | dollars as filed | |
| ORIX CORP SPONSORED ADR | 686330101 | ADR | 8 | $711 | dollars as filed | |
| EVOLENT HEALTH INC CL A | 30050B101 | Stock | 26 | $708 | dollars as filed | |
| MARRIOTT VACATIONS WORLDWIDE C COM | 57164Y107 | Stock | 7 | $704 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 2 | $692 | dollars as filed | |
| LATHAM GROUP INC | 51819L107 | COMMON STOCK | 244 | $683 | dollars as filed | |
| VAXCYTE INC COM | 92243G108 | Stock | 13 | $663 | dollars as filed | |
| NVENT ELEC PLC SHS | G6700G107 | Stock | 12 | $636 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 10 | $630 | dollars as filed | |
| RAMBUS INC DEL COM | 750917106 | Stock | 11 | $614 | dollars as filed | |
| ENLINK MIDSTREAM LLC | 29336T100 | COM UNIT REP LTD | 50 | $611 | dollars as filed | |
| EVERI HLDGS INC | 30034T103 | COM | 46 | $608 | dollars as filed | |
| SPROUT SOCIAL INC COM CL A | 85209W109 | Stock | 12 | $599 | dollars as filed | |
| FEDERAL SIGNAL CORP | 313855108 | COM | 10 | $597 | dollars as filed | |
| PLANET FITNESS MASTER ISSUER L CL A | 72703H101 | Stock | 12 | $590 | dollars as filed | |
| CAPITAL SOUTHWEST CORP | 140501107 | COM | 26 | $588 | dollars as filed | |
| FIVE9 INC | 338307101 | COM | 9 | $579 | dollars as filed | |
| HALOZYME THERAPEUTICS INC COM | 40637H109 | Stock | 15 | $573 | dollars as filed | |
| NEWS CORP NEW | 65249B208 | CL B | 27 | $573 | dollars as filed | |
| ELFBEAUTYINC | 26856L103 | STOK | 5 | $549 | dollars as filed | |
| ONESPAWORLD HOLDINGS LIMITED | P73684113 | COM | 48 | $539 | dollars as filed | |
| ARROWHEAD PHARMACEUTICALS IN | 04280A100 | COM | 20 | $537 | dollars as filed | |
| CASELLA WASTE SYS INC | 147448104 | CL A | 7 | $534 | dollars as filed | |
| INSMED INC COM PAR $.01 | 457669307 | Stock | 21 | $530 | dollars as filed | |
| FRESHPET INC COM | 358039105 | Stock | 8 | $527 | dollars as filed | |
| ONTO INNOVATION INC COM | 683344105 | Stock | 4 | $510 | dollars as filed | |
| CAMTEK LTD ORD | M20791105 | Stock | 8 | $498 | dollars as filed | |
| BUMBLE INC | 12047B105 | COM CL A | 33 | $492 | dollars as filed | |
| MEDPACE HLDGS INC COM | 58506Q109 | Stock | 2 | $484 | dollars as filed | |
| CYTOKINETICS INC | 23282W605 | COM NEW | 16 | $471 | dollars as filed | |
| TECHNIPFMC PLC COM | G87110105 | Stock | 23 | $468 | dollars as filed | |
| FOX CORP CL A COM | 35137L105 | Stock | 15 | $468 | dollars as filed | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 16 | $466 | dollars as filed | |
| BLUEPRINT MEDICINES CORP | 09627Y109 | COM | 9 | $452 | dollars as filed | |
| PROGYNY INC COM | 74340E103 | Stock | 13 | $442 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 3 | $419 | dollars as filed | |
| RAPID7 INC COM | 753422104 | Stock | 9 | $412 | dollars as filed | |
| INSPIRE MED SYS INC COM | 457730109 | Stock | 2 | $397 | dollars as filed | |
| 89BIO INC | 282559103 | COM | 25 | $386 | dollars as filed | |
| IMPINJ INC | 453204109 | COM | 7 | $385 | dollars as filed | |
| ENSIGN GROUP INC | 29358P101 | COM | 4 | $372 | dollars as filed | |
| CONFLUENT INC | 20717M103 | CLASS A COM | 12 | $355 | dollars as filed | |
| INTELLIA THERAPEUTICS INC | 45826J105 | COM | 11 | $348 | dollars as filed | |
| ALDEYRA THERAPEUTICS INC | 01438T106 | COM | 51 | $341 | dollars as filed | |
| TECHTARGET INC | 87874R100 | COM | 11 | $334 | dollars as filed | |
| CONMED CORP COM | 207410101 | Stock | 3 | $303 | dollars as filed | |
| VICOR CORP | 925815102 | COM | 5 | $294 | dollars as filed | |
| RITHM CAPITAL CORP COM NEW | 64828T201 | REIT | 31 | $286 | dollars as filed | |
| SCHRODINGER INC COM | 80810D103 | Stock | 10 | $283 | dollars as filed | |
| IRHYTHM HOLDINGS INC COM | 450056106 | Stock | 3 | $283 | dollars as filed | |
| VIRIDIAN THERAPEUTICS INC | 92790C104 | COM | 18 | $276 | dollars as filed | |
| INMODE LTD SHS | M5425M103 | Stock | 9 | $274 | dollars as filed | |
| PLUG PWR INC | 72919P202 | COM NEW | 35 | $266 | dollars as filed | |
| OCCIDENTAL PETE CORP WT EXP 080327 | 674599162 | Stock | 6 | $260 | dollars as filed | |
| OKTAINCCLASSA | 679295105 | STOK | 3 | $245 | dollars as filed | |
| TILRAY INC | 88688T100 | COM CL 2 | 100 | $239 | dollars as filed | |
| APPIAN CORP | 03782L101 | CL A | 5 | $228 | dollars as filed | |
| DENALI THERAPEUTICS INC COM | 24823R105 | Stock | 11 | $227 | dollars as filed | |
| ACELYRIN INC | 00445A100 | COM | 21 | $214 | dollars as filed | |
| SHOCKWAVE MED INC | 82489T104 | COM | 1 | $199 | dollars as filed | |
| CAVAGROUPINC | 148929102 | STOK | 6 | $184 | dollars as filed | |
| KARUNA THERAPEUTICS INC | 48576A100 | COM | 1 | $169 | dollars as filed | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 2 | $140 | dollars as filed | |
| NIO INC SPON ADS | 62914V106 | ADR | 15 | $136 | dollars as filed | |
| ICAHN ENTERPRISES LP | 451100101 | Common Stock | 7 | $134 | dollars as filed | |
| ZIMVIE INC | 98888T107 | COM | 13 | $122 | dollars as filed | |
| FIVERR INTL LTD ORD SHS | M4R82T106 | Stock | 3 | $73 | dollars as filed | |
| DIANTHUS THERAPEUTICS INC | 252828108 | COM | 3 | $41 | dollars as filed | |
| CANOPY GROWTH CORP | 138035100 | COM | 50 | $39 | dollars as filed | |
| FIRY INC | 83067L208 | COM | 5 | $26 | dollars as filed | |
| ARK ETF TR | 00214Q104 | INNOVATION ETF | 0 | $19 | dollars as filed | Amount filed as zero, left out of ratios. |
| ZIM INTEGRATED SHIPPING SERV | M9T951109 | SHS | 1 | $15 | dollars as filed | |
| CONTEXTLOGIC INC | 21077C305 | COM | 2 | $9 | dollars as filed | |
| MOMENTUS INC | 60879E200 | COM | 1 | $2 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-23-117013 | this filing | 2023-11-13 | acceptance time not in the bulk data set |