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advised by MOSBY LINCOLN LC
Kansas, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Mar 27, 2019 | $70.8M | 34 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | CHARLES SCHWAB & CO., INC. | SAN FRANCISCO | California | United States | no | 8-16514 |
| INTRUST BANK, N.A. | INTRUST BANK, N.A. | Wichita | Kansas | United States | no | n/a |
| 6900.0% |
| yes |
| F••••• F••• |
| Mar 29, 2018 | $83.1M | 34 | $1 | 6700.0% | yes | F••••• F••• |
| May 2, 2017 | $73.7M | 33 | $1 | 6700.0% | yes | F••••• F••• |
| Mar 31, 2017 | $73.7M | 33 | $1 | 6700.0% | yes | F••••• F••• |
| Mar 28, 2016 | $70.5M | 41 | $1 | 6700.0% | yes | F••••• F••• |
| Sep 8, 2015 | $83.1M | 34 | $0 | 6400.0% | yes | F••••• F••• |
| Mar 27, 2015 | $83.1M | 34 | $0 | 6400.0% | yes | 6• |
| Sep 23, 2014 | $79.2M | 40 | $0 | 6400.0% | yes | 6• |
| Mar 31, 2014 | $79.2M | 40 | $0 | 6400.0% | yes | 6• |
| Nov 12, 2013 | $65.1M | 40 | $0 | 6300.0% | yes | 6• |
| Mar 27, 2013 | $65.1M | 40 | $0 | 6300.0% | yes | 6• |
| Mar 27, 2012 | $55.1M | 9 | $0 | 6300.0% | yes | 6• |