Portfolio (Quarterly)
Guide ↗
|
| Filed | Fund / Institution | Period | Portfolio Value | Holdings | Filing |
|---|---|---|---|---|---|
| 1/25/2023 | Canandaigua National Corp | Dec 2022 | $589M | — | EDGAR ↗ |
| 11/15/2021 | SageGuard Financial Group, LLC | Sep 2021 | $6M | — | EDGAR ↗ |