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advised by S••• FINANCIAL GROUP INC.
Pennsylvania, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|
| 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 |
| WSFS BANK | WSFS BANK | Wayne | Pennsylvania | United States | no | n/a |
| Nov 16, 2024 | $10.6M | 180 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Oct 9, 2024 | $10.6M | 180 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Jul 1, 2024 | $10.6M | 180 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| May 4, 2024 | $10.6M | 180 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Mar 26, 2024 | $10.6M | 180 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Mar 6, 2024 | $21.7M | 138 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Nov 7, 2023 | $21.7M | 138 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Jul 18, 2023 | $21.7M | 138 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| May 9, 2023 | $21.7M | 138 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Mar 23, 2023 | $21.7M | 138 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Nov 1, 2022 | $21.8M | 138 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Jul 14, 2022 | $21.8M | 138 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| May 12, 2022 | $21.8M | 138 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Apr 25, 2022 | $21.8M | 138 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Mar 28, 2022 | $21.8M | 138 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Oct 25, 2021 | $13.3M | 178 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| May 17, 2021 | $13.3M | 178 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Mar 15, 2021 | $13.3M | 178 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Sep 17, 2020 | $18.9M | 178 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Jul 20, 2020 | $18.9M | 178 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Jun 18, 2020 | $18.9M | 178 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| May 4, 2020 | $18.9M | 178 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Mar 16, 2020 | $18.9M | 178 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Oct 14, 2019 | $19.1M | 180 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Jul 1, 2019 | $19.1M | 180 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Mar 13, 2019 | $19.1M | 180 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Mar 11, 2019 | $20.4M | 180 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Jun 25, 2018 | $23.0M | 179 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Apr 30, 2018 | $23.0M | 179 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Mar 22, 2018 | $23.0M | 179 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Mar 22, 2018 | $23.0M | 179 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| Mar 12, 2018 | $23.0M | 179 | $50,000 | 300.0% | yes | S••• R••• E••••• F••• V• L••• |
| May 8, 2017 | $23.0M | 179 | $50,000 | 400.0% | yes | S••• R••• E••••• F••• V• L••• |
| Mar 9, 2017 | $23.0M | 179 | $50,000 | 400.0% | yes | S••• R••• E••••• F••• V• L••• |
| Dec 5, 2016 | $14.8M | 179 | $50,000 | 400.0% | yes | S••• R••• E••••• F••• V• L••• |
| Oct 27, 2016 | $14.8M | 179 | $50,000 | 400.0% | yes | S••• R••• E••••• F••• V• L••• |
| May 16, 2016 | $14.8M | 179 | $50,000 | 400.0% | yes | S••• R••• E••••• F••• V• L••• |
| Mar 17, 2016 | $14.8M | 179 | $50,000 | 400.0% | yes | S••• R••• E••••• F••• V• L••• |