0001850231-23-000005.txt : 20230215 0001850231-23-000005.hdr.sgml : 20230215 20230215143419 ACCESSION NUMBER: 0001850231-23-000005 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(1) FILED AS OF DATE: 20230215 DATE AS OF CHANGE: 20230215 EFFECTIVENESS DATE: 20230215 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sloy Dahl & Holst Holdings Concentrated Equity CENTRAL INDEX KEY: 0001815276 IRS NUMBER: 851282492 STATE OF INCORPORATION: SD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-380179 FILM NUMBER: 23634982 BUSINESS ADDRESS: STREET 1: 101 SOUTH MAIN AVE STE 310 CITY: SIOUX FALLS STATE: SD ZIP: 57104 BUSINESS PHONE: 303-996-3781 MAIL ADDRESS: STREET 1: 9380 STATION STREET SUITE 450 CITY: LONE TREE STATE: CO ZIP: 80124 FORMER COMPANY: FORMER CONFORMED NAME: Sloy Dahl & Holst Concentrated Equity DATE OF NAME CHANGE: 20200617 D/A 1 primary_doc.xml X0708 D/A LIVE 0001815276 Sloy Dahl & Holst Holdings Concentrated Equity 101 SOUTH MAIN AVE STE 310 SIOUX FALLS SD SOUTH DAKOTA 57104 303-996-3781 SOUTH DAKOTA Sloy Dahl & Holst Concentrated Equity Business Trust true 2020 Adam Ponder 9380 Station Street Suite 450 Lone Tree CO COLORADO 80124 Executive Officer Executive officer of the trust Nathan Crisenberry 9380 Station Street Suite 450 Lone Tree CO COLORADO 80124 Executive Officer Executive officer of the trust Other Banking and Financial Services Decline to Disclose 06b 3C 3C.1 true 0001815276-20-000003 2020-11-04 true true false 250000 Indefinite 60999227 Indefinite false 7 0 true 0 true 0 true Alta Trust will be paid .15% as the trustee and the sponsor will be paid a 1% management fee and a 10% performance fee. false Sloy Dahl & Holst Holdings Concentrated Equity Nathan Crisenberry Nathan Crisenberry COO 2023-02-15