LOS ANGELES, CA
| Filer | Form | Target | Filed | Activity | |
|---|---|---|---|---|---|
PHOENIX FINANCIAL LTD.CIK · 1679543 | 13F-HR Holdings | — | May 11, 2026 May 11, 2026 | — | |
DONOR ADVISED CHARITABLE GIVING, INC.CIK · 1535839 | 13F-HR Holdings | — | Apr 21, 2026 Apr 21, 2026 | — | |
PHOENIX FINANCIAL LTD.CIK · 1679543 | 13F-HR Holdings | — | Feb 5, 2026 Feb 5, 2026 | — | |
DONOR ADVISED CHARITABLE GIVING, INC.CIK · 1535839 | 13F-HR Holdings | — | Jan 23, 2026 Jan 23, 2026 | — | |
PHOENIX FINANCIAL LTD.CIK · 1679543 | 13F-HR Holdings | — | Nov 3, 2025 Nov 3, 2025 | — | |
DONOR ADVISED CHARITABLE GIVING, INC.CIK · 1535839 | 13F-HR Holdings | — | Oct 27, 2025 Oct 27, 2025 | — | |
PHOENIX FINANCIAL LTD.CIK · 1679543 | 13F-HR Holdings | — | Jul 30, 2025 Jul 30, 2025 | — | |
DONOR ADVISED CHARITABLE GIVING, INC.CIK · 1535839 | 13F-HR Holdings | — | Jul 22, 2025 Jul 22, 2025 | — | |
PHOENIX FINANCIAL LTD.CIK · 1679543 | 13F-HR Holdings | — | May 7, 2025 May 7, 2025 | — | |
DONOR ADVISED CHARITABLE GIVING, INC.CIK · 1535839 | 13F-HR Holdings | — | Apr 9, 2025 Apr 9, 2025 | — | |
PHOENIX FINANCIAL LTD.CIK · 1679543 | 3 Initial | ARES CORE INFRASTRUCTURE FUNDCIK · 2031750 | Mar 26, 2025 Mar 26, 2025 | 1txn | |
NONGHYUP BANK AS TRUSTEE OF TRUSTON CORE INFRA QUALIFIED INVESTMENT TYPE PRIVATE INVESTMENT TRUST IICIK · 2059104 | 3 Initial | ARES CORE INFRASTRUCTURE FUNDCIK · 2031750 | Mar 6, 2025 Mar 6, 2025 | 1txn | |
PORTO STEVENCIK · 2041659 | 4 Trade | ARES CORE INFRASTRUCTURE FUNDCIK · 2031750 | Feb 20, 2025 Feb 20, 2025 | 1txn | |
DERMAN KEITHCIK · 2041661 | 4 Trade | ARES CORE INFRASTRUCTURE FUNDCIK · 2031750 | Feb 20, 2025 Feb 20, 2025 | 1txn | |
PHOENIX FINANCIAL LTD.CIK · 1679543 | 13F-HR Holdings | — | Feb 13, 2025 Feb 13, 2025 | — | |
DONOR ADVISED CHARITABLE GIVING, INC.CIK · 1535839 | 13F-HR Holdings | — | Jan 16, 2025 Jan 16, 2025 | — | |
DONOR ADVISED CHARITABLE GIVING, INC.CIK · 1535839 | 3 Initial | ARES CORE INFRASTRUCTURE FUNDCIK · 2031750 | Dec 2, 2024 Dec 2, 2024 | 1txn | |
PHOENIX FINANCIAL LTD.CIK · 1679543 | 13F-HR Holdings | — | Nov 5, 2024 Nov 5, 2024 | — | |
DONOR ADVISED CHARITABLE GIVING, INC.CIK · 1535839 | 13F-HR Holdings | — | Oct 15, 2024 Oct 15, 2024 | — | |
PHOENIX FINANCIAL LTD.CIK · 1679543 | 13F-HR Holdings | — | Aug 12, 2024 Aug 12, 2024 | — | |
DONOR ADVISED CHARITABLE GIVING, INC.CIK · 1535839 | 13F-HR Holdings | — | Jul 12, 2024 Jul 12, 2024 | — | |
PHOENIX FINANCIAL LTD.CIK · 1679543 | 4 Trade | STELLUS PRIVATE CREDIT BDCCIK · 1901037 | May 28, 2024 May 28, 2024 | 2txn | |
PHOENIX FINANCIAL LTD.CIK · 1679543 | 13F-HR Holdings | — | May 15, 2024 May 15, 2024 | — | |
DONOR ADVISED CHARITABLE GIVING, INC.CIK · 1535839 | 13F-HR Holdings | — | May 9, 2024 May 9, 2024 | — | |
PHOENIX FINANCIAL LTD.CIK · 1679543 | 13F-HR Holdings | — | Feb 14, 2024 Feb 14, 2024 | — |