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EDGAR Filing Agent Form List

CIK: 0001754960
Form Type:
Year
Form Filer/Owner Description Subject Company Date Actions
N-PXLatigo Investments, Llc Annual Report of Proxy Voting Record of Registered Man... 08/07/2026
N-PXLakewood Asset Management Llc Annual Report of Proxy Voting Record of Registered Man... 08/06/2026
13F-HRLakewood Asset Management Llc Initial Quarterly Form 13F Holdings Report filed by in... 08/06/2026
N-PXRoberts Wealth Advisors, Llc Annual Report of Proxy Voting Record of Registered Man... 08/04/2026
N-PXMcbroom & Associates, Llc Annual Report of Proxy Voting Record of Registered Man... 07/30/2026
13F-HRMcbroom & Associates, Llc Initial Quarterly Form 13F Holdings Report filed by in... 07/30/2026
13F-HRRoberts Wealth Advisors, Llc Initial Quarterly Form 13F Holdings Report filed by in... 07/30/2026
13F-HRHartline Investment Corp/ Initial Quarterly Form 13F Holdings Report filed by in... 07/29/2026
13F-HRInstitute For Wealth Management, Llc. Initial Quarterly Form 13F Holdings Report filed by in... 07/28/2026
N-PXInstitute For Wealth Management, Llc. Annual Report of Proxy Voting Record of Registered Man... 07/28/2026
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