Financial reports
N-CEN
Annual report (registered investment company)
13 Mar 24
N-CSR
Certified annual shareholder report (management investment company)
6 Mar 24
N-CSRS/A
Certified semi-annual shareholder report (management investment company) (amended)
23 Feb 24
N-CSR/A
Certified annual shareholder report (management investment company) (amended)
23 Feb 24
N-CSRS/A
Certified semi-annual shareholder report (management investment company) (amended)
23 Feb 24
N-CSRS/A
Certified semi-annual shareholder report (management investment company) (amended)
23 Feb 24
N-CEN
Annual report (registered investment company)
12 Feb 24
N-CSR
Certified annual shareholder report (management investment company)
5 Feb 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
29 Jan 24
N-CEN
Annual report (registered investment company)
16 Jan 24
Current reports
No filings
Registration and prospectus
8-A12B
Registration of securities on exchange
8 Mar 24
8-A12B
Registration of securities on exchange
8 Mar 24
POS EX
Additional exhibits for listing
8 Nov 23
AW
Withdrawal of amendment
20 Jul 23
8-A12B/A
Registration of securities on exchange (amended)
22 Dec 22
8-A12B
Registration of securities on exchange
20 Dec 22
8-A12B
Registration of securities on exchange
23 Nov 22
425
Business combination disclosure
2 Nov 22
425
Business combination disclosure
28 Oct 22
425
Business combination disclosure
17 Oct 22
Proxies
N-PX
Annual report of proxy voting record
23 Aug 23
DEF 14A
Definitive proxy
17 Jul 23
PRE 14A
Preliminary proxy
6 Jul 23
N-PX
Annual report of proxy voting record
31 Aug 22
DEFA14A
Additional proxy soliciting materials
1 Dec 21
DEF 14A
Definitive proxy
18 Oct 21
PRE 14A
Preliminary proxy
8 Oct 21
N-PX
Annual report of proxy voting record
30 Aug 21
N-PX
Annual report of proxy voting record
28 Aug 20
N-PX
Annual report of proxy voting record
19 Aug 19
Other
CERT
Certification of approval for exchange listing
5 Apr 24
CORRESP
Correspondence with SEC
7 Feb 24
CERT
Certification of approval for exchange listing
6 Dec 22
EFFECT
Notice of effectiveness
6 Oct 22
CORRESP
Correspondence with SEC
4 Oct 22
EFFECT
Notice of effectiveness
19 Sep 22
CORRESP
Correspondence with SEC
24 Nov 21
CERT
Certification of approval for exchange listing
10 Sep 21
CORRESP
Correspondence with SEC
20 Apr 21
CORRESP
Correspondence with SEC
22 Feb 21
Ownership
NPORT-P
Blue Current Global Dividend Fund (Feb 2024 report)
22 Apr 24
NPORT-P
Evolutionary Tree Innovators Fund (Feb 2024 report)
19 Apr 24
NPORT-P
Wavelength Fund (Feb 2024 report)
19 Apr 24
NPORT-P
Us Value Etf (Feb 2024 report)
19 Apr 24
NPORT-P
Q3 All Season Active Rotation Etf (Feb 2024 report)
19 Apr 24
NPORT-P
Marshfield Concentrated Opportunity Fund (Feb 2024 report)
19 Apr 24
NPORT-P
Lyrical International Value Equity Fund (Feb 2024 report)
19 Apr 24
NPORT-P
Lyrical U.S. Value Equity Fund (Feb 2024 report)
19 Apr 24
NPORT-P
Q3 All-season Systematic Opportunities Fund (Feb 2024 report)
19 Apr 24
NPORT-P
Blueprint Adaptive Growth Allocation Fund (Feb 2024 report)
19 Apr 24