Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001288136-17-000045, filed 2017.05.15), Amendment (0001288136-17-000056, filed 2017.11.14). and Amendment (0001288136-17-000050, filed 2017.08.14).
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.