Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001628280-17-008614, filed 2017.08.14), Amendment (0000950123-24-005947, filed 2024.05.23). and Amendment (0000950123-19-003394, filed 2019.04.17).
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.