Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000314949-17-000002, filed 2017.05.15). and Amendment (0000314949-17-000003, filed 2017.05.16).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
