21 assets, filed Aug 11, 2026 (FD Original).
1147 Nance Rd
Real property
$100,001 - $250,000
232 Spano Road
Real property
$100,001 - $250,000
APGYX
AB Large Cap Growth Fund, Inc. - Advisor Class · Mutual fund · LPL - ROLL IRA SP
$1,001 - $15,000
AB Large Cap Growth Fund, Inc. - Advisor Class
$500,000
AUBOYS LLC Shopping Center
Real property
$5,000,001 - $25,000,000
BlackRock Unconstrained Equity Fund - Institutional
$250,000
MAEGX
BlackRock Unconstrained Equity Fund - Institutional Shares · Mutual fund · LPL - ROLL IRA SP
$1,001 - $15,000
GSFTX
Columbia Dividend Income Fund Class I · Mutual fund · LPL - ROLL IRA SP
$1,001 - $15,000
GSFTX
Columbia Dividend Income Fund Class I · Mutual fund
$250,000
SGIIX
First Eagle Global Fund Class I · Mutual fund · LPL - ROLL IRA SP
$1,001 - $15,000
SGIIX
First Eagle Global Fund Class I · Mutual fund
$250,000
Fixed Rate IRA
IRA holding
$1,001 - $15,000
VSMIX
Invesco Small Cap Value Class Y · Mutual fund · LPL - ROLL IRA SP
$1,001 - $15,000
VSMIX
Invesco Small Cap Value Class Y · Mutual fund
$250,000
King Road, 33% Interest
Real property
$100,001 - $250,000
NEAIX
Needham Aggressive Growth Fund - Institutional Class · Mutual fund · LPL - ROLL IRA SP
$1,001 - $15,000
Needham Aggressive Growth Fund - Institutional Class
$250,000
Personal Money Market
Bank/brokerage account
$250,001 - $500,000
Regions Lifegreen - Personal Checking
Bank/brokerage account · Joint
$100,001 - $250,000
Roth IRA - CASH
IRA holding
$1,001 - $15,000
SVFFX
Smead Value Fund - Class I1 · Mutual fund
$250,000