J. Derek Lewis & Associates Inc.
13F Portfolio Filings
Most recent 13F Q1 2026Location newport beach, CACIK 0002077884All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
211 | $444.63M | CGBL, CGDV, CGDG, CGMU | RESTATEMENT | May 21, 2026 | 000207788426000003 | ||
209 | $426.92M | CGBL, CGDV, CGGR, CGMU | 13F-HR | Mar 23, 2026 | 000207788426000001 |