| Company Name |
Form Type |
SEC Filings |
|
|
|
|
AMERICAN FUNDS GLOBAL BALANCED FUND
|
N-CSR
|
|
|
Fundrise Growth eREIT II, LLC
|
1-U
|
|
|
Investment Managers Series Trust
|
497
|
|
|
CAPITAL INCOME BUILDER
|
N-CSR
|
|
|
Zuniga Carlos
|
3
|
|
|
BANK 2021-BNK35
|
10-D
|
|
|
Frank Alan L
|
3
|
|
|
Morgan Stanley Capital I Trust 2019-H7
|
10-D
|
|
|
LL Strategic Opportunities Fund, L.P.
|
D
|
|
|
PUTNAM ASSET ALLOCATION FUNDS
|
497K
|
|
|
BENCHMARK 2022-B35 MORTGAGE TRUST
|
10-D
|
|
|
Innovator ETFs Trust
|
N-CSR
|
|
|
Morgan Stanley Bank of America Merrill Lynch Trust 2016-C29
|
10-D
|
|
|
VanEck Bitcoin Trust
|
S-1/A
|
|
|
BANK 2021-BNK35
|
ABS-EE
|
|
|
Morgan Stanley Capital I Trust 2019-H7
|
ABS-EE
|
|
|
CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS
|
N-CSR
|
|
|
BENCHMARK 2022-B35 MORTGAGE TRUST
|
ABS-EE
|
|
|
Electrovaya Inc.
|
NT 10-K
|
|
|
Capital Group Central Fund Series
|
N-CSR
|
|
|
Capital Group U.S. Equity Fund
|
N-CSR
|
|
|
YUKON CAPITAL PARTNERS V, L.P.
|
D/A
|
|
|
YUKON CAPITAL PARTNERS IC PARALLEL V, L.P.
|
D/A
|
|
|
YUKON CAPITAL PARTNERS PARALLEL V QP, L.P.
|
D/A
|
|
|
YUKON CAPITAL PARTNERS QP V, L.P.
|
D/A
|
|
|
Training Mate International, LLC
|
D
|
|
|
TOCQUEVILLE TRUST
|
N-CSR
|
|
|
PUTNAM ASSET ALLOCATION FUNDS
|
485BPOS
|
|
|
AMERICAN MUTUAL FUND
|
N-CSR
|
|
|
Fundrise Development eREIT, LLC
|
253G2
|
|
|
Alban John
|
4
|
|
|
NXG Cushing Midstream Energy Fund
|
4
|
|
|
American Funds Target Date Retirement Series
|
N-CSR
|
|
|
Westminster Carbon Holdings, LLC
|
D
|
|
|
Morgan Stanley Capital I Trust 2021-L6
|
10-D
|
|
|
American Funds Retirement Income Portfolio Series
|
N-CSR
|
|
|
AMERICAN FUNDS PORTFOLIO SERIES
|
N-CSR
|
|
|
Fundrise Development eREIT, LLC
|
1-U
|
|
|
CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS
|
497K
|
|
|
Stone Ridge Trust II
|
NPORT-P
|
|
|
Morgan Stanley Capital I Trust 2021-L6
|
ABS-EE
|
|
|
ENCF MK MSP 04 LLC
|
D
|
|
|
Steamboat Capital Partners, LLC
|
SC 13D/A
|
|
|
Wheeler Real Estate Investment Trust, Inc.
|
SC 13D/A
|
|
|
Blackstone Real Estate Income Trust, Inc.
|
8-K
|
|
|
Morgan Stanley Capital I Trust 2015-UBS8
|
10-D
|
|
|
Renew Capital Fund 1 LLC
|
D
|
|
|
AMERICAN FUNDS COLLEGE TARGET DATE SERIES
|
N-CSR
|
|
|
CYTTA CORP.
|
NT 10-K
|
|
|
Fundrise Equity REIT, LLC
|
253G2
|
|
|
CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS
|
485BPOS
|
|
|
MULFORD MICHAEL D.
|
3
|
|
|
CIVISTA BANCSHARES, INC.
|
3
|
Financial Statements
|
|
Cape Neddick PL LLC
|
C/A
|
|
|
Capital Group U.S. Equity Fund
|
497K
|
|
|
Outdoor Specialty Products, Inc.
|
NT 10-K
|
|
|
STONE RIDGE TRUST
|
NPORT-P
|
|
|
Fundrise Equity REIT, LLC
|
1-U
|
|
|
WIDEPOINT CORP
|
8-K
|
Financial Statements
|
|
Putnam Target Date Funds
|
485BPOS
|
|
|
Capital Group U.S. Equity Fund
|
485BPOS
|
|
|
Morgan Stanley Capital I Trust 2020-HR8
|
10-D
|
|
|
Morgan Stanley Capital I Trust 2020-HR8
|
ABS-EE
|
|
|
Morgan Stanley Capital I Trust 2021-L5
|
10-D
|
|
|
SUNAMERICA SERIES TRUST
|
NPORT-P
|
|
|
Fundrise Growth eREIT III, LLC
|
1-U
|
|
|
370 Markets LLC
|
1-Z
|
|
|
Biodexa Pharmaceuticals Plc
|
6-K
|
|
|
PERMANENT PORTFOLIO FAMILY OF FUNDS
|
NPORT-P
|
|
|
Morgan Stanley Capital I Trust 2021-L5
|
ABS-EE
|
|
|
370 Markets LLC
|
1-U
|
|
|
Bank of America Merrill Lynch Commercial Mortgage Trust 2017-BNK3
|
10-D
|
|
|
Morgan Stanley Capital I Trust 2019-H6
|
10-D
|
|
|
CAPE SECURITIES INC.
|
X-17A-5
|
|
|
Bank of America Merrill Lynch Commercial Mortgage Trust 2017-BNK3
|
ABS-EE
|
|
|
FUNDRISE BALANCED EREIT II, LLC
|
1-U
|
|
|
Proniras Corp
|
D
|
|
|
Morgan Stanley Capital I Trust 2019-H6
|
ABS-EE
|
|
|
American Funds Target Date Retirement Series
|
485BPOS
|
|
|
ROM Technologies, Inc.
|
D
|
|
|
GLOBAL PACIFIC SECURITIES US, INC.
|
X-17A-5
|
|
|
BANK 2022-BNK44
|
10-D
|
|
|
American Funds International Vantage Fund
|
497K
|
|
|
BANK 2020-BNK26
|
10-D
|
|
|
SATIVUS TECH CORP.
|
8-K
|
|
|
SANTOS HELENA R
|
4
|
|
|
SCIENTIFIC INDUSTRIES INC
|
4
|
|
|
BANK 2022-BNK44
|
ABS-EE
|
|
|
Focus Impact BH3 Acquisition Co
|
8-K
|
|
|
BANK 2020-BNK26
|
ABS-EE
|
|
|
American Funds International Vantage Fund
|
485BPOS
|
|
|
BANK 2021-BNK32
|
10-D
|
|
|
Fundrise East Coast Opportunistic REIT, LLC
|
1-U
|
|
|
Pegasus Digital Mobility Acquisition Corp.
|
8-K
|
|
|
AMERICAN BEACON FUNDS
|
485BPOS
|
|
|
McDonald Rebecca Middleton
|
4
|
|
|
SHORE BANCSHARES INC
|
4
|
Financial Statements
|
|
CAPITAL INCOME BUILDER
|
497K
|
|
|
BANK 2021-BNK32
|
ABS-EE
|
|
|
AMERICAN GLOBAL WEALTH MANAGEMENT, INC.
|
X-17A-5
|
|
|
Fundrise Midland Opportunistic REIT, LLC
|
1-U
|
|
|
CAPITAL INCOME BUILDER
|
485BPOS
|
|
|
BANK 2022-BNK41
|
10-D
|
|
|
Fundrise West Coast Opportunistic REIT, LLC
|
1-U
|
|
|
Renew Capital LLC
|
D
|
|
|
Hayden Data Corp
|
D/A
|
|
|
Bain Capital Private Credit
|
8-K
|
|
|
Romine Scott
|
4
|
|
|
Jackson Financial Inc.
|
4
|
|
|
BANK 2022-BNK41
|
ABS-EE
|
|
|
Huber Julie A
|
4
|
|
|
EQUITY BANCSHARES INC
|
4
|
Financial Statements
|
|
Morgan Stanley Capital I Trust 2020-L4
|
10-D
|
|
|
Slupkowski Krzysztof
|
4
|
|
|
Navratil Chris M
|
4
|
|
|
Shopoff Palm Springs Industrial Fund, LLC
|
D/A
|
|
|
Reber Brett A
|
4
|
|
|
MA-0611 Fund I AL Vehicle, a series of Pirque, LP
|
D
|
|
|
MA-0611 Fund I, a series of Pirque, LP
|
D
|
|
|
Morgan Stanley Capital I Trust 2020-L4
|
ABS-EE
|
|
|
Stellantis Financial Services, Inc.
|
ABS-15G
|
|
|
AMERICAN FUNDS GLOBAL BALANCED FUND
|
497K
|
|
|
BANK 2017-BNK9
|
10-D
|
|
|
BBH Trust
|
NPORT-P
|
|
|
TVR 2 LLC
|
D/A
|
|
|
Dave & Buster's Entertainment, Inc.
|
144
|
Financial Statements
|
|
Mulleady John
|
144
|
|
|
Maxwell Brian
|
4
|
|
|
Dutch Bros Inc.
|
4
|
Financial Statements
|
|
Heard Opportunity Fund LLC
|
D/A
|
|
|
First Health Ltd
|
D/A
|
|
|
ADVENT CONVERTIBLE & INCOME FUND
|
NPORT-P
|
|
|
STAHL MURRAY
|
4
|
|
|
RENN Fund, Inc.
|
4
|
|
|
BANK 2017-BNK9
|
ABS-EE
|
|
|
HYATT ALAN J
|
4
|
|
|
Greenfire Resources Ltd.
|
6-K
|
|
|
EA Series Trust
|
NPORT-P
|
|
|
95 Impact ESG Fund LP
|
D/A
|
|
|
New Asia Holdings, Inc.
|
10-Q
|
|
|
Texas Pacific Land Corp
|
4
|
|
|
HORIZON KINETICS ASSET MANAGEMENT LLC
|
4
|
|
|
AMERICAN FUNDS GLOBAL BALANCED FUND
|
485BPOS
|
|
|
BANK 2020-BNK29
|
10-D
|
|
|
FlyUSA, Inc.
|
D
|
|
|
Morgan Stanley Capital I Trust 2022-L8
|
10-D
|
|
|
WST Investment Trust
|
485BPOS
|
|
|
Fundamental Solar Finance
|
D
|
|
|
Plunkett Debora A
|
144
|
|
|
CACI INTERNATIONAL INC /DE/
|
144
|
Financial Statements
|
|
BANK 2020-BNK29
|
ABS-EE
|
|
|
Morgan Stanley Capital I Trust 2022-L8
|
ABS-EE
|
|
|
BANK 2019-BNK23
|
10-D
|
|
|
First Health, L.P.
|
D/A
|
|
|
Preece Richard
|
144
|
|
|
LEGALZOOM.COM, INC.
|
144
|
Financial Statements
|
|
FIDELITY COVINGTON TRUST
|
497K
|
|
|
Nuveen Investment Trust V
|
497K
|
|
|
FIDELITY COVINGTON TRUST
|
497
|
|
|
Guggenheim Active Allocation Fund
|
4
|
|
|
TOUPIN RONALD E JR
|
4
|
|
|
BANK 2019-BNK23
|
ABS-EE
|
|
|
American Funds Retirement Income Portfolio Series
|
497K
|
|
|
Janus Detroit Street Trust
|
N-CSR
|
|
|
NUVEEN INVESTMENT TRUST III
|
497K
|
|
|
Arini Credit International Fund Ltd
|
D/A
|
|
|
Versus Capital Multi-Manager Real Estate Income Fund LLC
|
N-23C3A
|
|
|
Orrick Financial Corp
|
D
|
|
|
ABS Long/Short Strategies Fund
|
NPORT-P
|
|
|
Stone Ridge Trust VIII
|
NPORT-P
|
|
|
American Funds Retirement Income Portfolio Series
|
485BPOS
|
|
|
NUVEEN INVESTMENT FUNDS INC
|
497K
|
|
|
CLARION LION PROPERTIES FUND, LP
|
D/A
|
|
|
Glazer Index Plus Fund, Ltd.
|
D/A
|
|
|
First Health Associates, L. P.
|
D/A
|
|
|
BANK 2021-BNK38
|
10-D
|
|
|
NUVEEN INVESTMENT TRUST II
|
497K
|
|
|
AMERICAN MUTUAL FUND
|
497K
|
|
|
BANK 2023-BNK45
|
10-D
|
|
|
Nuveen Investment Trust V
|
497J
|
|
|
BANK 2021-BNK38
|
ABS-EE
|
|
|
Morgan Stanley Capital I Trust 2019-L3
|
10-D
|
|
|
American Funds Global Insight Fund
|
497K
|
|
|
AMERICAN MUTUAL FUND
|
485BPOS
|
|
|
THERALINK TECHNOLOGIES, INC.
|
NT 10-K
|
|
|
Stellus Private Credit BDC
|
8-K
|
|
|
NUVEEN INVESTMENT TRUST III
|
497J
|
|
|
BANK 2023-BNK45
|
ABS-EE
|
|
|
Morgan Stanley Capital I Trust 2019-L3
|
ABS-EE
|
|
|
CEF Total Return Opportunity Fund LP
|
D/A
|
|
|
AIP Alternative Lending Fund P
|
SC TO-I
|
|
|
NUVEEN INVESTMENT FUNDS INC
|
497J
|
|
|
Deshaies Robert Joseph
|
144
|
|
|
WEX Inc.
|
144
|
Financial Statements
|
|
ETF Series Solutions
|
497K
|
|
|
American Funds Global Insight Fund
|
485BPOS
|
|
|
Ward Chicares Elizabeth
|
4
|
|
|
BARINGS CORPORATE INVESTORS
|
4
|
Financial Statements
|
|
Emery Christina
|
4
|
|
|
Merritt Sears
|
4
|
|
|
RM Opportunity Trust
|
497J
|
|
|
NUVEEN INVESTMENT TRUST II
|
497J
|
|
|
Two Roads Shared Trust
|
NPORT-P
|
|
|
Nuveen Investment Trust V
|
485BPOS
|
|
|
AIP Alternative Lending Fund A
|
SC TO-I
|
|
|
VMD WB INDUSTRIAL LLC
|
D
|
|
|
Fundamental Solar Finance LP
|
D/A
|
|
|
NUVEEN INVESTMENT TRUST III
|
485BPOS
|
|
|
DAVIS COMMODITIES Ltd
|
6-K
|
|
|
QR US CMBS REIT LLC
|
D
|
|
|
NUVEEN INVESTMENT FUNDS INC
|
485BPOS
|
|
|
AIP Alternative Lending Fund P
|
SC TO-I/A
|
|
|
NUVEEN INVESTMENT TRUST II
|
485BPOS
|
|
|
RE-0927 Fund I, a series of Contrary Capital AL, LP
|
D
|
|
|
Voya Enhanced Securitized Income Fund
|
N-2/A
|
|
|
BANK 2021-BNK33
|
10-D
|
|
|
NEW WORLD FUND INC
|
497K
|
|
|
WI Town East LLC
|
D
|
|
|
StepStone Private Credit Income Fund
|
N-2
|
|
|
BANK 2019-BNK20
|
10-D
|
|
|
BANK 2019-BNK18
|
10-D
|
|
|
BANK 2021-BNK33
|
ABS-EE
|
|
|
NEW WORLD FUND INC
|
485BPOS
|
|
|
BANK 2019-BNK20
|
ABS-EE
|
|
|
BANK 2019-BNK18
|
ABS-EE
|
|
|
Spinnaker ETF Series
|
485APOS
|
|
|
Kun Peng International Ltd.
|
NT 10-K
|
|
|
Gateway VCA 1123, LP
|
D
|
|
|
FIDELITY ADVISOR SERIES VIII
|
497K
|
|
|
VOYAGEUR TAX FREE FUNDS
|
497K
|
|
|
Jaguar Health, Inc.
|
SC 13G
|
Financial Statements
|
|
Iliad Research & Trading, L.P.
|
SC 13G
|
|
|
Fidelity Newbury Street Trust
|
497K
|
|
|
InSitu Biologics, Inc
|
D
|
|
|
ALLSPRING FUNDS TRUST
|
497
|
|
|
Counts Amelia A
|
3
|
|
|
GREAT SOUTHERN BANCORP, INC.
|
3
|
Financial Statements
|
|
AIP Alternative Lending Fund A
|
SC TO-I/A
|
|
|
ANDINA BOTTLING CO INC
|
6-K
|
|
|
BANK 2019-BNK24
|
10-D
|
|
|
VOYAGEUR INTERMEDIATE TAX FREE FUNDS
|
497K
|
|
|
Kairos Health Partners Fund
|
D
|
|
|
BANK 2019-BNK21
|
10-D
|
|
|
BANK 2020-BNK27
|
10-D
|
|
|
BANK 2019-BNK24
|
ABS-EE
|
|
|
Strategy Shares
|
N-CSRS
|
|
|
BANK 2019-BNK21
|
ABS-EE
|
|
|
BANK 2020-BNK27
|
ABS-EE
|
|
|
Morgan Stanley Bank of America Merrill Lynch Trust 2017-C34
|
10-D
|
|
|
VOYAGEUR MUTUAL FUNDS II
|
497K
|
|
|
FIDELITY SALEM STREET TRUST
|
497K
|
|
|
FIDELITY INVESTMENT TRUST
|
497K
|
|
|
FIDELITY CONCORD STREET TRUST
|
497K
|
|
|
Ultimus Managers Trust
|
497
|
|
|
Morgan Stanley Bank of America Merrill Lynch Trust 2017-C34
|
ABS-EE
|
|
|
FIDELITY CAPITAL TRUST
|
497K
|
|
|
ISRAEL, STATE OF
|
FWP
|
|
|
Centre Funds
|
40-17G
|
|
|
FIDELITY ADVISOR SERIES I
|
497K
|
|
|
VOYAGEUR INSURED FUNDS
|
497K
|
|
|
H2 Energy Group Inc
|
C-TR
|
|
|
Ijji, Inc.
|
C-U
|
|
|
Masterworks 151, LLC
|
1-Z
|
|
|
BANK 2018-BNK15
|
10-D
|
|
|
Oxford Park Income Fund, Inc.
|
486BPOS
|
|
|
LVPAI GROUP Ltd
|
10-K/A
|
|
|
DELAWARE GROUP STATE TAX-FREE INCOME TRUST
|
497K
|
|
|
BANK 2018-BNK15
|
ABS-EE
|
|
|
Masterworks 038, LLC
|
1-Z
|
|
|
NO SECRET 2023, LLC
|
D
|
|
|
Citigroup Commercial Mortgage Trust 2013-GCJ11
|
15-15D
|
|
|
JLLX Diversified III, DST
|
D/A
|
|
|
Masterworks 012, LLC
|
1-Z
|
|
|
Fauber Robert
|
144
|
|
|
MOODYS CORP /DE/
|
144
|
Financial Statements
|
|
Greenoaks Capital Opportunities Offshore Partnership LP
|
D/A
|
|
|
VOYAGEUR MUTUAL FUNDS
|
497K
|
|
|
OceanTech Acquisitions I Corp.
|
S-4/A
|
|
|
Kairos Health Partners Fund
|
D
|
|
|
Well US Feeder LP
|
D/A
|
|
|
BANK 2020-BNK30
|
10-D
|
|
|
ETF Series Solutions
|
497
|
|
|
Morgan Stanley Bank of America Merrill Lynch Trust 2012-C5
|
10-D
|
|
|
BANK 2018-BNK12
|
10-D
|
|
|
BANK 2020-BNK30
|
ABS-EE
|
|
|
NORTH EUROPEAN OIL ROYALTY TRUST
|
10-K
|
|
|
BANK 2018-BNK12
|
ABS-EE
|
|
|
Morgan Stanley Bank of America Merrill Lynch Trust 2013-C7
|
10-D
|
|
|
FINANCIAL INVESTORS TRUST
|
40-17G
|
|
|
Morgan Stanley Bank of America Merrill Lynch Trust 2013-C11
|
10-D
|
|
|
Citigroup Commercial Mortgage Trust 2013-GC15
|
15-15D
|
|
|
Invesco Real Estate Income Trust Inc.
|
8-K
|
|
|
Morgan Stanley Bank of America Merrill Lynch Trust 2014-C16
|
10-D
|
|
|
Langdon William Hayward
|
144
|
|
|
PERRITT FUNDS INC
|
N-CSR
|
|
|
Morgan Stanley Bank of America Merrill Lynch Trust 2014-C18
|
10-D
|
|
|
Mindkee Inc
|
C
|
|
|
LOOMIS SAYLES FUNDS II
|
497
|
|
|
Jeavons Peter
|
144
|
|
|
Pinnacle Arcadia Cattle Partners II, LLC
|
D/A
|
|