| Date Filed | Type | Description |
| 08/11/2023 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 05/11/2023 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 02/13/2023 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 02/10/2023 |
SC 13G/A
| Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend] |
| 02/10/2023 |
SC 13G
| Form SC 13G - Statement of acquisition of beneficial ownership by individuals: |
| 11/04/2022 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 08/10/2022 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 05/12/2022 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 02/11/2022 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 02/10/2022 |
SC 13G/A
| POLEN CAPITAL MANAGEMENT LLC reports a 5.6% stake in Gartner, Inc. |
| 11/10/2021 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 08/12/2021 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 05/12/2021 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 02/11/2021 |
SC 13G/A
| POLEN CAPITAL MANAGEMENT LLC reports a 7% stake in Gartner, Inc. |
| 02/11/2021 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 11/12/2020 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 08/13/2020 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 05/11/2020 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 05/01/2020 |
3
| POLEN CAPITAL MANAGEMENT LLC (Subadviser) has filed a Form 3 on BBR ALO Fund, LLC |
| 02/06/2020 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 02/04/2020 |
SC 13G
| POLEN CAPITAL MANAGEMENT LLC reports a 5.9% stake in Gartner, Inc. |
| 11/12/2019 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 08/12/2019 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 05/13/2019 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 02/12/2019 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 11/13/2018 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 08/09/2018 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 05/11/2018 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 02/09/2018 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 11/13/2017 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 08/10/2017 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings: |
| 05/11/2017 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings |
| 02/13/2017 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings |
| 11/14/2016 |
13F-HR
| Form 13F-HR - Quarterly report filed by institutional managers, Holdings |
|