SPGTX SEC Filings — Symmetry Panoramic Tax-Managed Global Equity Fund

Data updated: 2026-07-29

42 SEC filings are listed: 10 prospectuses (latest Dec 29, 2025), 25 quarterly N-PORT holdings reports (latest Jul 29, 2026) and 7 annual N-CEN reports (latest Nov 13, 2025).

SPGTX Prospectus (485BPOS / 497)

Objective, strategy, fees and risks. 10 filings on SEC EDGAR.

SPGTX Portfolio holdings (N-PORT)

Full holdings and monthly flows, filed quarterly. 25 filings on SEC EDGAR.

SPGTX Annual census (N-CEN)

Service providers, brokerage and operations. 7 filings on SEC EDGAR.

Browse every Symmetry Panoramic Tax-Managed Global Equity Fund filing on SEC EDGAR

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 Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date.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.