C000175522 SEC Filings — Patient Opportunity Trust

C000175522 Prospectus (485BPOS / 497)

Objective, strategy, fees and risks. 9 filings on SEC EDGAR.

• Filed Jun 21, 2023 · 497
• Filed Apr 27, 2023 · 485BPOS
• Filed Apr 29, 2022 · 485BPOS
• Filed Apr 7, 2021 · 485BPOS
• Filed May 15, 2020 · 485BPOS
• Filed May 15, 2019 · 485BPOS
• Filed May 7, 2018 · 485BPOS
• Filed Apr 19, 2017 · 485BPOS
• Filed Mar 7, 2017 · 485BPOS

C000175522 Portfolio holdings (N-PORT)

Full holdings and monthly flows, filed quarterly. 18 filings on SEC EDGAR.

• Filed Feb 29, 2024
• Filed Nov 29, 2023
• Filed Aug 29, 2023
• Filed May 30, 2023
• Filed Mar 1, 2023
• Filed Nov 29, 2022
• Filed Aug 29, 2022
• Filed May 31, 2022
• Filed Mar 1, 2022
• Filed Nov 29, 2021
• Filed Aug 27, 2021
• Filed Jun 1, 2021
• Filed Mar 1, 2021
• Filed Nov 30, 2020
• Filed Aug 27, 2020
• Filed May 29, 2020
• Filed Feb 28, 2020
• Filed Nov 29, 2019

C000175522 Annual census (N-CEN)

Service providers, brokerage and operations. 6 filings on SEC EDGAR.

• Filed Mar 15, 2024
• Filed Mar 15, 2023
• Filed Mar 14, 2022
• Filed Mar 15, 2021
• Filed Mar 13, 2020
• Filed Mar 14, 2019

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, and annual data from Form N-CEN.

For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.