Equalize Community Development Fund
Related Filers (32)
- Northwest Federal Credit Union (2)
- Conger Scott M. (2)
- Huie Tommy O. (2)
- Harding Scott Robertson (2)
- Welgat Michael (2)
- Johnson Todd Charles (2)
- U.S. Fiduciary Services, Inc. (2)
- GreatBanc Trust CO (2)
- Yurkanin Walter J. (2)
- LIVE OAK BANK (2)
- Live Oak Bancshares, Inc. (2)
- Elste Mark Arthur (1)
- Singleton J Clay (1)
- STELLJES GEORGE III (1)
- Lavelle Cornelius J (1)
- MAHAN JAMES S III (1)
- SUTHERLAND JOHN W. (1)
- Blanchard Jordan M. (1)
- PELOS CONSTANTINE ANDREW (1)
- JUDGE ROBERT O. (1)
- LUCHT DAVID G (1)
- WILLIAMS WILLIAM L. III (1)
- 504 FUND ADVISORS, LLC (1)
- Bluestone Capital Management, LLC/PA (1)
- Alden Capital Management Inc. (1)
- Cordle Polly W. (1)
- Smith Kenneth R. (1)
- Mulqueen John (1)
- Bluestone Capital Partners, LLC/PR (1)
- Calfo Lee A. (1)
- Gladue Joseph (1)
- J. ALDEN ASSOCIATES, INC. (1)
- Show More ...
Financials (3)
NT-NCEN
Thursday, 9/14/2023
Notice under Exchange Act Rule 12b-25 of inability to timely file Form N-CEN for period ending 2023-06-30
NT-NCSR
Monday, 9/11/2023
Notice under Exchange Act Rule 12b-25 of inability to timely file Form N-CSR (annual or semi-annual report) for period ending 2023-06-30
NT-NSAR
Monday, 8/29/2016
Notice under Exchange Act Rule 12b-25 of inability to timely file Form N-SAR for period ending 2016-06-30
Other (165)
N-23C3A/A
Thursday, 12/21/2023
None
N-23C3A
Tuesday, 12/12/2023
Notification of periodic repurchase offer Filed pursuant to Rule 23c-3(b) only
NPORT-P
Friday, 11/24/2023
Monthly Portfolio Investments Report on Form N-PORT (Public)
486BPOS
Friday, 10/27/2023
Post-effective amendment to filing filed pursuant to Securities Act Rule 486(b) (this filing cannot be submitted as a 1940 Act only filing)
40-17G
Thursday, 10/26/2023
Fidelity bond filed pursuant to Rule 17g1(g)(1) of the Investment Company Act of 1940
24F-2NT
Wednesday, 9/27/2023
Rule 24F-2 notice filed on Form 24F-2
N-CSR
Friday, 9/22/2023
Certified annual shareholder report of registered management investment companies filed on Form N-CSR
NT N-CEN
Friday, 9/22/2023
None
N-23C3A
Tuesday, 9/12/2023
Notification of periodic repurchase offer Filed pursuant to Rule 23c-3(b) only
40-8B25
Tuesday, 8/29/2023
Document or report
NPORT-P
Friday, 8/25/2023
Monthly Portfolio Investments Report on Form N-PORT (Public)
N-PX
Friday, 8/18/2023
Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX
N-23C3A
Tuesday, 6/13/2023
Notification of periodic repurchase offer Filed pursuant to Rule 23c-3(b) only
NPORT-P
Friday, 5/26/2023
Monthly Portfolio Investments Report on Form N-PORT (Public)
N-23C3A
Tuesday, 3/14/2023
Notification of periodic repurchase offer Filed pursuant to Rule 23c-3(b) only
N-CSRS
Thursday, 3/9/2023
Certified semi-annual shareholder report of registered management investment companies filed on Form N-CSR
NPORT-P
Tuesday, 2/28/2023
Monthly Portfolio Investments Report on Form N-PORT (Public)
N-23C3A
Wednesday, 12/14/2022
Notification of periodic repurchase offer Filed pursuant to Rule 23c-3(b) only
NPORT-P
Tuesday, 11/22/2022
Monthly Portfolio Investments Report on Form N-PORT (Public)
486BPOS
Thursday, 10/27/2022
Post-effective amendment to filing filed pursuant to Securities Act Rule 486(b) (this filing cannot be submitted as a 1940 Act only filing)
40-17G
Wednesday, 9/21/2022
Fidelity bond filed pursuant to Rule 17g1(g)(1) of the Investment Company Act of 1940
N-23C3A
Wednesday, 9/14/2022
Notification of periodic repurchase offer Filed pursuant to Rule 23c-3(b) only
24F-2NT
Monday, 9/12/2022
Rule 24F-2 notice filed on Form 24F-2
N-CSR
Thursday, 9/8/2022
Certified annual shareholder report of registered management investment companies filed on Form N-CSR
N-CEN
Wednesday, 9/7/2022
Annual Report for Registered Investment Companies
NPORT-P
Friday, 8/26/2022
Monthly Portfolio Investments Report on Form N-PORT (Public)
N-PX
Monday, 8/22/2022
Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX
N-23C3A
Wednesday, 6/15/2022
Notification of periodic repurchase offer Filed pursuant to Rule 23c-3(b) only
NPORT-P
Thursday, 5/26/2022
Monthly Portfolio Investments Report on Form N-PORT (Public)
N-23C3A
Tuesday, 3/15/2022
Notification of periodic repurchase offer Filed pursuant to Rule 23c-3(b) only
N-CSRS
Monday, 3/7/2022
Certified semi-annual shareholder report of registered management investment companies filed on Form N-CSR
NPORT-P
Friday, 2/25/2022
Monthly Portfolio Investments Report on Form N-PORT (Public)
486BPOS
Tuesday, 2/15/2022
Post-effective amendment to filing filed pursuant to Securities Act Rule 486(b) (this filing cannot be submitted as a 1940 Act only filing)
486APOS
Friday, 12/17/2021
Post-effective amendment to filing filed pursuant to Securities Act Rule 486(a) (this filing cannot be submitted as a 1940 Act only filing)
N-23C3A
Wednesday, 12/15/2021
Notification of periodic repurchase offer Filed pursuant to Rule 23c-3(b) only
NPORT-P
Friday, 11/26/2021
Monthly Portfolio Investments Report on Form N-PORT (Public)
486BPOS
Tuesday, 10/26/2021
Post-effective amendment to filing filed pursuant to Securities Act Rule 486(b) (this filing cannot be submitted as a 1940 Act only filing)
40-17G
Wednesday, 9/8/2021
Fidelity bond filed pursuant to Rule 17g1(g)(1) of the Investment Company Act of 1940
N-CSR
Friday, 9/3/2021
Certified annual shareholder report of registered management investment companies filed on Form N-CSR
N-CEN
Friday, 9/3/2021
Annual Report for Registered Investment Companies
NPORT-P
Friday, 8/27/2021
Monthly Portfolio Investments Report on Form N-PORT (Public)
N-PX
Thursday, 8/26/2021
Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX
NPORT-P
Monday, 5/24/2021
Monthly Portfolio Investments Report on Form N-PORT (Public)
497
Wednesday, 5/5/2021
Definitive materials filed under paragraph (a), (b), (c), (d), (e) or (f) of Securities Act Rule 497
497
Tuesday, 4/20/2021
Definitive materials filed under paragraph (a), (b), (c), (d), (e) or (f) of Securities Act Rule 497
N-CSRS
Wednesday, 3/3/2021
Certified semi-annual shareholder report of registered management investment companies filed on Form N-CSR
NPORT-P
Thursday, 2/25/2021
Monthly Portfolio Investments Report on Form N-PORT (Public)
N-23C3A
Tuesday, 12/15/2020
Notification of periodic repurchase offer Filed pursuant to Rule 23c-3(b) only
NPORT-P
Tuesday, 11/24/2020
Monthly Portfolio Investments Report on Form N-PORT (Public)
497J
Tuesday, 10/27/2020
Certification of no change in definitive materials under paragraph (j) of Securities Act Rule 497
486BPOS
Thursday, 10/22/2020
Post-effective amendment to filing filed pursuant to Securities Act Rule 486(b) (this filing cannot be submitted as a 1940 Act only filing)
N-CEN
Thursday, 9/10/2020
Annual Report for Registered Investment Companies
N-CSR
Tuesday, 9/8/2020
Certified annual shareholder report of registered management investment companies filed on Form N-CSR
40-17G
Friday, 9/4/2020
Fidelity bond filed pursuant to Rule 17g1(g)(1) of the Investment Company Act of 1940
497
Wednesday, 9/2/2020
Definitive materials filed under paragraph (a), (b), (c), (d), (e) or (f) of Securities Act Rule 497
N-PX
Friday, 8/28/2020
Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX
NPORT-P
Wednesday, 8/26/2020
Monthly Portfolio Investments Report on Form N-PORT (Public)
NPORT-P
Tuesday, 5/19/2020
Monthly Portfolio Investments Report on Form N-PORT (Public)
497
Wednesday, 3/25/2020
Definitive materials filed under paragraph (a), (b), (c), (d), (e) or (f) of Securities Act Rule 497
N-CSRS
Thursday, 3/5/2020
Certified semi-annual shareholder report of registered management investment companies filed on Form N-CSR
497
Wednesday, 2/19/2020
Definitive materials filed under paragraph (a), (b), (c), (d), (e) or (f) of Securities Act Rule 497
N-23C3A
Friday, 12/13/2019
Notification of periodic repurchase offer Filed pursuant to Rule 23c-3(b) only
497
Monday, 12/2/2019
Definitive materials filed under paragraph (a), (b), (c), (d), (e) or (f) of Securities Act Rule 497
N-Q
Monday, 11/25/2019
Quarterly Schedule of Portfolio Holdings of Registered Management Investment Company filed on Form N-Q
497J
Friday, 10/25/2019
Certification of no change in definitive materials under paragraph (j) of Securities Act Rule 497
486BPOS
Tuesday, 10/22/2019
Post-effective amendment to filing filed pursuant to Securities Act Rule 486(b) (this filing cannot be submitted as a 1940 Act only filing)
40-17G
Friday, 9/27/2019
Fidelity bond filed pursuant to Rule 17g1(g)(1) of the Investment Company Act of 1940
N-CEN
Friday, 9/13/2019
Annual Report for Registered Investment Companies
N-CSR
Monday, 9/9/2019
Certified annual shareholder report of registered management investment companies filed on Form N-CSR
N-PX
Tuesday, 8/20/2019
Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX
497
Friday, 5/31/2019
Definitive materials filed under paragraph (a), (b), (c), (d), (e) or (f) of Securities Act Rule 497
N-Q
Thursday, 5/30/2019
Quarterly Schedule of Portfolio Holdings of Registered Management Investment Company filed on Form N-Q
486BPOS
Friday, 5/24/2019
Post-effective amendment to filing filed pursuant to Securities Act Rule 486(b) (this filing cannot be submitted as a 1940 Act only filing)
497
Wednesday, 5/1/2019
Definitive materials filed under paragraph (a), (b), (c), (d), (e) or (f) of Securities Act Rule 497
AW
Friday, 3/15/2019
Withdrawal of amendment to a registration statement filed under the Securities Act
497
Friday, 3/15/2019
Definitive materials filed under paragraph (a), (b), (c), (d), (e) or (f) of Securities Act Rule 497
CORRESP
Tuesday, 3/12/2019
A correspondence can be sent as a document with another submission type or can be sent as a separate submission.
497
Friday, 3/1/2019
Definitive materials filed under paragraph (a), (b), (c), (d), (e) or (f) of Securities Act Rule 497
486APOS
Friday, 3/1/2019
Post-effective amendment to filing filed pursuant to Securities Act Rule 486(a) (this filing cannot be submitted as a 1940 Act only filing)
N-CSRS
Wednesday, 2/27/2019
Certified semi-annual shareholder report of registered management investment companies filed on Form N-CSR
N-23C3A
Friday, 12/14/2018
Notification of periodic repurchase offer Filed pursuant to Rule 23c-3(b) only
497
Friday, 12/7/2018
Definitive materials filed under paragraph (a), (b), (c), (d), (e) or (f) of Securities Act Rule 497
N-Q
Wednesday, 11/21/2018
Quarterly Schedule of Portfolio Holdings of Registered Management Investment Company filed on Form N-Q
CORRESP
Monday, 11/19/2018
A correspondence can be sent as a document with another submission type or can be sent as a separate submission.
497J
Monday, 10/29/2018
Certification of no change in definitive materials under paragraph (j) of Securities Act Rule 497
486BPOS
Tuesday, 10/23/2018
Post-effective amendment to filing filed pursuant to Securities Act Rule 486(b) (this filing cannot be submitted as a 1940 Act only filing)
40-17G
Friday, 9/21/2018
Fidelity bond filed pursuant to Rule 17g1(g)(1) of the Investment Company Act of 1940
N-CEN
Thursday, 9/13/2018
Annual Report for Registered Investment Companies
N-CEN/A
Thursday, 9/13/2018
Annual Report for Registered Investment Companies
N-CSR
Thursday, 9/6/2018
Certified annual shareholder report of registered management investment companies filed on Form N-CSR
N-PX
Friday, 8/24/2018
Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX
N-Q
Thursday, 5/24/2018
Quarterly Schedule of Portfolio Holdings of Registered Management Investment Company filed on Form N-Q
N-CSRS
Tuesday, 3/6/2018
Certified semi-annual shareholder report of registered management investment companies filed on Form N-CSR
NSAR-A
Monday, 2/26/2018
Semi-annual report for management companies filed on Form N-SAR
N-23C3A
Friday, 12/15/2017
Notification of periodic repurchase offer Filed pursuant to Rule 23c-3(b) only
N-Q
Tuesday, 11/21/2017
Quarterly Schedule of Portfolio Holdings of Registered Management Investment Company filed on Form N-Q
497J
Wednesday, 11/1/2017
Certification of no change in definitive materials under paragraph (j) of Securities Act Rule 497
486BPOS
Friday, 10/27/2017
Post-effective amendment to filing filed pursuant to Securities Act Rule 486(b) (this filing cannot be submitted as a 1940 Act only filing)
40-17G
Monday, 10/2/2017
Fidelity bond filed pursuant to Rule 17g1(g)(1) of the Investment Company Act of 1940
N-CSR
Thursday, 9/7/2017
Certified annual shareholder report of registered management investment companies filed on Form N-CSR
Ownership (42)
3
Tuesday, 3/12/2019
J. ALDEN ASSOCIATES, INC.: Initial statement of beneficial ownership of securities
3
Monday, 3/11/2019
Cordle Polly W.: Initial statement of beneficial ownership of securities
3
Monday, 3/11/2019
Bluestone Capital Partners, LLC/PR: Initial statement of beneficial ownership of securities
3
Monday, 3/11/2019
Gladue Joseph: Initial statement of beneficial ownership of securities
3
Monday, 3/11/2019
Mulqueen John: Initial statement of beneficial ownership of securities
3
Monday, 3/11/2019
Bluestone Capital Management, LLC/PA: Initial statement of beneficial ownership of securities
3
Monday, 3/11/2019
Calfo Lee A.: Initial statement of beneficial ownership of securities
3
Monday, 3/11/2019
Alden Capital Management Inc.: Initial statement of beneficial ownership of securities
3
Monday, 3/11/2019
Smith Kenneth R.: Initial statement of beneficial ownership of securities
3
Friday, 4/3/2015
LIVE OAK BANK: Initial statement of beneficial ownership of securities
4
Friday, 4/3/2015
LIVE OAK BANK: Statement of changes in beneficial ownership of securities
4
Thursday, 3/12/2015
GreatBanc Trust CO: Statement of changes in beneficial ownership of securities
4
Thursday, 3/12/2015
Yurkanin Walter J.: Statement of changes in beneficial ownership of securities
4
Thursday, 3/12/2015
U.S. Fiduciary Services, Inc.: Statement of changes in beneficial ownership of securities
3
Wednesday, 3/11/2015
Blanchard Jordan M.: Initial statement of beneficial ownership of securities
3
Wednesday, 3/11/2015
504 FUND ADVISORS, LLC: Initial statement of beneficial ownership of securities
3
Wednesday, 3/11/2015
LUCHT DAVID G: Initial statement of beneficial ownership of securities
3
Wednesday, 3/11/2015
SUTHERLAND JOHN W.: Initial statement of beneficial ownership of securities
4
Wednesday, 3/11/2015
Johnson Todd Charles: Statement of changes in beneficial ownership of securities
3
Wednesday, 3/11/2015
MAHAN JAMES S III: Initial statement of beneficial ownership of securities
3
Wednesday, 3/11/2015
Live Oak Bancshares, Inc.: Initial statement of beneficial ownership of securities
3
Wednesday, 3/11/2015
WILLIAMS WILLIAM L. III: Initial statement of beneficial ownership of securities
3
Wednesday, 3/11/2015
PELOS CONSTANTINE ANDREW: Initial statement of beneficial ownership of securities
3
Wednesday, 3/11/2015
JUDGE ROBERT O.: Initial statement of beneficial ownership of securities
4
Tuesday, 3/3/2015
Huie Tommy O.: Statement of changes in beneficial ownership of securities
4
Tuesday, 3/3/2015
Conger Scott M.: Statement of changes in beneficial ownership of securities
4
Tuesday, 3/3/2015
Welgat Michael: Statement of changes in beneficial ownership of securities
4
Tuesday, 3/3/2015
Harding Scott Robertson: Statement of changes in beneficial ownership of securities
SC 13D
Monday, 5/12/2014
Northwest Federal Credit Union: Major Shareholders
3
Monday, 5/12/2014
Northwest Federal Credit Union: Initial statement of beneficial ownership of securities
3
Wednesday, 11/27/2013
Conger Scott M.: Initial statement of beneficial ownership of securities
3
Wednesday, 11/27/2013
Elste Mark Arthur: Initial statement of beneficial ownership of securities
3
Wednesday, 11/27/2013
GreatBanc Trust CO: Initial statement of beneficial ownership of securities
3
Wednesday, 11/27/2013
Harding Scott Robertson: Initial statement of beneficial ownership of securities
3
Wednesday, 11/27/2013
Huie Tommy O.: Initial statement of beneficial ownership of securities
3
Wednesday, 11/27/2013
Johnson Todd Charles: Initial statement of beneficial ownership of securities
3
Wednesday, 11/27/2013
U.S. Fiduciary Services, Inc.: Initial statement of beneficial ownership of securities
3
Wednesday, 11/27/2013
Welgat Michael: Initial statement of beneficial ownership of securities
3
Wednesday, 11/27/2013
Yurkanin Walter J.: Initial statement of beneficial ownership of securities
3
Wednesday, 11/27/2013
STELLJES GEORGE III: Initial statement of beneficial ownership of securities
3
Wednesday, 11/27/2013
Lavelle Cornelius J: Initial statement of beneficial ownership of securities
3
Wednesday, 11/27/2013
Singleton J Clay: Initial statement of beneficial ownership of securities
Prospectus (2)
424B3
Friday, 12/17/2021
Prospectus filed pursuant to Rule 424(b)(3)
424B3
Friday, 9/17/2021
Prospectus filed pursuant to Rule 424(b)(3)
Proxies (6)
DEF 14A
Thursday, 1/13/2022
Definitive proxy statements
PRE 14A
Wednesday, 12/22/2021
Preliminary proxy statement not related to a contested matter or merger/acquisition
DEF 14A
Friday, 3/22/2019
Definitive proxy statements
PRE 14A
Friday, 3/1/2019
Preliminary proxy statement not related to a contested matter or merger/acquisition
DEF 14A
Monday, 3/2/2015
Definitive proxy statements
PRE 14A
Thursday, 2/12/2015
Preliminary proxy statement not related to a contested matter or merger/acquisition