| # | % | |||||
|---|---|---|---|---|---|---|
| 951 | Plains Gp Hldgs Lp Npv A | 77 | 1,000 | 0.00% | ||
| 952 | ISHARES TR | 50 | 1,000 | 0.00% | ||
| 953 | UMPQUA HLDGS CORP | 68 | 1,000 | 0.00% | ||
| 954 | WATSCO INC | 9 | 1,000 | 0.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-15-062718, filed 2015.11.04).
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.