Latest filings (excl ownership)
CERT
Certification of approval for exchange listing
14 Mar 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
8 Mar 24
8-A12B
Registration of securities on exchange
21 Feb 24
425
Business combination disclosure
7 Dec 23
425
Business combination disclosure
21 Nov 23
425
Business combination disclosure
9 Nov 23
425
Business combination disclosure
24 Oct 23
N-CEN
Annual report (registered investment company)
13 Sep 23
N-CSR
Certified annual shareholder report (management investment company)
8 Sep 23
425
Business combination disclosure
29 Aug 23
425
Business combination disclosure
29 Aug 23
425
Business combination disclosure
28 Aug 23
425
Business combination disclosure
28 Aug 23
N-PX/A
Annual report of proxy voting record (amended)
16 Aug 23
N-PX
Annual report of proxy voting record
15 Aug 23
EFFECT
Notice of effectiveness
11 Aug 23
N-14/A
Registration statement for investment companies business combination (amended)
9 Aug 23
N-14/A
Registration statement for investment companies business combination (amended)
8 Aug 23
CORRESP
Correspondence with SEC
4 Aug 23
N-14
Registration statement for investment companies business combination
7 Jul 23
425
Business combination disclosure
26 Apr 23
425
Business combination disclosure
26 Apr 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
9 Mar 23
CORRESP
Correspondence with SEC
27 Oct 22
N-CEN
Annual report (registered investment company)
13 Sep 22
N-CSR
Certified annual shareholder report (management investment company)
8 Sep 22
N-PX
Annual report of proxy voting record
16 Aug 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
11 Mar 22
N-CEN
Annual report (registered investment company)
9 Sep 21
N-CSR
Certified annual shareholder report (management investment company)
19 Aug 21
N-PX
Annual report of proxy voting record
13 Aug 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
4 Mar 21
N-CEN
Annual report (registered investment company)
11 Sep 20
N-CSR
Certified annual shareholder report (management investment company)
2 Sep 20
N-PX
Annual report of proxy voting record
13 Aug 20
N-CSRS
Certified semi-annual shareholder report (management investment company)
2 Mar 20
N-CEN
Annual report (registered investment company)
13 Sep 19
N-CSR
Certified annual shareholder report (management investment company)
4 Sep 19
N-PX
Annual report of proxy voting record
20 Aug 19
N-CSRS
Certified semi-annual shareholder report (management investment company)
7 Mar 19
Latest ownership filings
NPORT-P
Monthly portfolio investment report
29 Feb 24
NPORT-P
CCM Small/Mid-Cap Impact Value Fund (Sep 2023 report)
29 Nov 23
NPORT-P
CCM Core Impact Equity Fund (Sep 2023 report)
29 Nov 23
NPORT-P
CCM Core Impact Equity Fund (Jun 2023 report)
28 Aug 23
NPORT-P
CCM Small/Mid-Cap Impact Value Fund (Jun 2023 report)
28 Aug 23
NPORT-P
CCM Core Impact Equity Fund (Mar 2023 report)
30 May 23
NPORT-P
CCM Small/Mid-Cap Impact Value Fund (Mar 2023 report)
30 May 23
NPORT-P
CCM Core Impact Equity Fund (Dec 2022 report)
28 Feb 23
NPORT-P
CCM Small/Mid-Cap Impact Value Fund (Dec 2022 report)
28 Feb 23
NPORT-P
CCM Core Impact Equity Fund (Sep 2022 report)
29 Nov 22
NPORT-P
CCM Small/Mid-Cap Impact Value Fund (Sep 2022 report)
29 Nov 22
NPORT-P
CCM Small/Mid-Cap Impact Value Fund (Jun 2022 report)
29 Aug 22
NPORT-P
CCM Core Impact Equity Fund (Jun 2022 report)
29 Aug 22
NPORT-P
CCM Small/Mid-Cap Impact Value Fund (Mar 2022 report)
27 May 22
NPORT-P
CCM Core Impact Equity Fund (Mar 2022 report)
27 May 22
NPORT-P
CCM Core Impact Equity Fund (Dec 2021 report)
24 Feb 22
NPORT-P
CCM Small/Mid-Cap Impact Value Fund (Dec 2021 report)
24 Feb 22
NPORT-P
CCM Core Impact Equity Fund (Sep 2021 report)
29 Nov 21
NPORT-P
CCM Small/Mid-Cap Impact Value Fund (Sep 2021 report)
29 Nov 21
NPORT-P
CCM Core Impact Equity Fund (Jun 2021 report)
16 Aug 21
NPORT-P
CCM Small/Mid-Cap Impact Value Fund (Jun 2021 report)
16 Aug 21
NPORT-P/A
CCM Small/Mid-Cap Impact Value Fund (Mar 2021 report)
5 May 21
NPORT-P/A
CCM Core Impact Equity Fund (Mar 2021 report)
5 May 21
NPORT-P
CCM Small/Mid-Cap Impact Value Fund (Mar 2021 report)
4 May 21
NPORT-P
CCM Core Impact Equity Fund (Mar 2021 report)
4 May 21
NPORT-P
CCM Small/Mid-Cap Impact Value Fund (Dec 2020 report)
10 Feb 21
NPORT-P
CCM Core Impact Equity Fund (Dec 2020 report)
10 Feb 21
NPORT-P
Quaker Small/Mid-Cap Impact Value Fund (Sep 2020 report)
5 Nov 20
NPORT-P
Quaker Impact Growth Fund (Sep 2020 report)
5 Nov 20
NPORT-P
Quaker Small/Mid-Cap Impact Value Fund (Jun 2020 report)
13 Aug 20
NPORT-P
Quaker Impact Growth Fund (Jun 2020 report)
12 Aug 20
NPORT-P
Quaker Small/Mid-Cap Impact Value Fund (Mar 2020 report)
8 May 20
NPORT-P
Quaker Impact Growth Fund (Mar 2020 report)
8 May 20