State location: TX | State of Inc.: TX | Fiscal Year End: 1231
formerly: TITLEIST ASSET MANAGEMENT, LTD. (filings through 2023-01-12)
| Filings | Format | Description | Filing Date | File/Film Number |
|---|---|---|---|---|
| X-17A-5 | Documents | FOCUS Report Acc-no: 0001223025-25-000002 (34 Act) Size: 3 MB |
2025-03-03 | 008-65859 |
| X-17A-5 | Documents | FOCUS Report Acc-no: 0001223025-24-000003 (34 Act) Size: 14 MB |
2024-03-01 | 008-65859 24708070 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001104659-23-003376 (34 Act) Size: 117 KB |
2023-01-12 | 028-22267 23525837 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001104659-22-118210 (34 Act) Size: 113 KB |
2022-11-14 | 028-22267 221382692 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001104659-22-090892 (34 Act) Size: 117 KB |
2022-08-15 | 028-22267 221163807 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001104659-22-055788 (34 Act) Size: 126 KB |
2022-05-04 | 028-22267 22891305 |
| X-17A-5 | Documents | [Paper]FOCUS Report Acc-no: 9999999997-22-002273 (34 Act) Size: 1 KB |
2022-03-03 | 008-65859 22004161 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001104659-22-024542 (34 Act) Size: 115 KB |
2022-02-17 | 028-22267 22646046 |
| X-17A-5 | Documents | FOCUS Report Acc-no: 0001223025-21-000001 (34 Act) Size: 2 MB |
2021-02-26 | 008-65859 |
| X-17A-5 | Documents | FOCUS Report Acc-no: 0001223025-20-000002 (34 Act) Size: 956 KB |
2020-02-26 | 008-65859 20657243 |
| X-17A-5 | Documents | FOCUS Report Acc-no: 0001223025-19-000001 (34 Act) Size: 16 MB |
2019-02-25 | 008-65859 19628657 |
| X-17A-5 | Documents | [Paper]FOCUS Report Acc-no: 9999999997-18-002940 (34 Act) Size: 1 KB |
2018-03-01 | 008-65859 18005199 |
| X-17A-5/A | Documents | [Amend] [Paper]FOCUS Report Acc-no: 9999999997-17-005543 (34 Act) Size: 1 KB |
2017-04-11 | 008-65859 17016950 |
| X-17A-5 | Documents | FOCUS Report Acc-no: 0001223025-17-000001 (34 Act) Size: 3 MB |
2017-02-28 | 008-65859 17644933 |
| X-17A-5 | Documents | [Paper]FOCUS Report Acc-no: 9999999997-16-018514 (34 Act) Size: 1 KB |
2016-02-26 | 008-65859 16003774 |
| X-17A-5 | Documents | [Paper]FOCUS Report Acc-no: 9999999997-15-003497 (34 Act) Size: 1 KB |
2015-02-27 | 008-65859 15048842 |
| X-17A-5 | Documents | [Paper]FOCUS Report Acc-no: 9999999997-14-002533 (34 Act) Size: 1 KB |
2014-02-28 | 008-65859 14047296 |
| X-17A-5 | Documents | [Paper]FOCUS Report Acc-no: 9999999997-13-001755 (34 Act) Size: 1 KB |
2013-02-26 | 008-65859 13010386 |
| X-17A-5 | Documents | [Paper]FOCUS Report Acc-no: 9999999997-12-002167 (34 Act) Size: 1 KB |
2012-02-29 | 008-65859 12012201 |
| X-17A-5 | Documents | [Paper]FOCUS Report Acc-no: 9999999997-11-003125 (34 Act) Size: 1 KB |
2011-02-25 | 008-65859 11016001 |
| X-17A-5 | Documents | [Paper]FOCUS Report Acc-no: 9999999997-10-004488 (34 Act) Size: 1 KB |
2010-02-26 | 008-65859 10026255 |
| X-17A-5 | Documents | [Paper]FOCUS Report Acc-no: 9999999997-09-007900 (34 Act) Size: 1 KB |
2009-02-26 | 008-65859 09055906 |
| X-17A-5 | Documents | [Paper]FOCUS Report Acc-no: 9999999997-08-011665 (34 Act) Size: 1 KB |
2008-02-28 | 008-65859 08030420 |
| X-17A-5 | Documents | [Paper]FOCUS Report Acc-no: 9999999997-07-014947 (34 Act) Size: 1 KB |
2007-03-01 | 008-65859 07004943 |
| X-17A-5 | Documents | [Paper]FOCUS Report Acc-no: 9999999997-06-018461 (34 Act) Size: 1 KB |
2006-02-28 | 008-65859 06008685 |
| X-17A-5 | Documents | [Paper]FOCUS Report Acc-no: 9999999997-05-014775 (34 Act) Size: 1 KB |
2005-03-02 | 008-65859 05040931 |
| X-17A-5 | Documents | [Paper]FOCUS Report Acc-no: 9999999997-04-014057 Size: 1 KB |
2004-03-02 | 008-65859 04003856 |