Polen Capital Management, LLC 13D/13G Filings for

Polen Capital Management, LLC 13D and 13G filings for :

  • Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
  • Shares have been adjusted for stock splits.
Time period
Reported
DateTime
Transaction
Date
Type Company
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev Report View
2025-07-22
2:16 pm
Purchase
2025-06-30 13G Polen Credit Opportunities Fund
PCOFX
Polen Capital Management, LLC 227,894
4.900%
10,986increase
(+5.06%)
Filing
2025-02-13
10:25 am
Purchase
2024-12-31 13G Polen Credit Opportunities Fund
PCOFX
Polen Capital Management, LLC 216,908
5.600%
19,509increase
(+9.88%)
Filing
2024-02-13
4:54 pm
Purchase
2023-12-31 13G Polen Credit Opportunities Fund
PCOFX
Polen Capital Management, LLC 197,399
7.250%
197,399increase
(New Position)
Filing