Indivisible Partners reports quarterly holdings in 13F-HR filing
Indivisible Partners reveals its investment holdings in a recent 13F-HR filing, providing insights into its portfolio strategy and market positioning.
SevenBridge Financial Group files quarterly 13F-HR report
SevenBridge Financial Group, LLC files its quarterly 13F-HR report, revealing its investment holdings as of September 30, 2026.
Autumn Glory Partners files quarterly report on holdings
Autumn Glory Partners, LLC has filed its quarterly report revealing investment holdings, providing insights into its strategic positioning in the financial services sector.
Peak Wealth Management files quarterly 13F-HR report
Peak Wealth Management LLC has filed its quarterly 13F-HR report, revealing its institutional holdings as of September 30, 2026.
SYM Financial Corp files quarterly 13F-HR report
SYM Financial Corp has submitted its 13F-HR report, showcasing its investment holdings as of September 30, 2026, reflecting transparency in the financial services sector.
PARK AVENUE SECURITIES LLC Files Quarterly 13F-HR Report
PARK AVENUE SECURITIES LLC has submitted its quarterly 13F-HR report, revealing its investment holdings as of September 30, 2026.
Chapman Financial Group files quarterly 13F-HR report
Chapman Financial Group, LLC has submitted its quarterly 13F-HR report, revealing its institutional investment holdings as of September 30, 2026.
Ashton Thomas Securities files quarterly report on holdings
Ashton Thomas Securities, LLC files its quarterly report detailing institutional holdings as of September 30, 2026, reflecting its investment strategies.
Angeles Wealth Management files quarterly 13F-HR report
Angeles Wealth Management, LLC has filed its quarterly 13F-HR report, revealing investment holdings and strategies as of September 30, 2026.
Independence Bank of Kentucky reports quarterly holdings
Independence Bank of Kentucky's latest filing reveals its institutional holdings, reflecting its strategic positioning in the financial services sector.
Harrison Street Private Wealth files quarterly 13F-HR report
Harrison Street Private Wealth LLC has filed its quarterly 13F-HR report, revealing its investment holdings as of September 30, 2026.
LAM Group files quarterly 13F-HR report for Q3 2026
LAM Group, Inc. files its quarterly 13F-HR report, showcasing institutional holdings and reflecting on its investment strategy as of September 30, 2026.
Midland Wealth Advisors files quarterly 13F-HR report
Midland Wealth Advisors, LLC reports its investment holdings in a recent 13F-HR filing, revealing insights into its asset management strategies.
Oakworth Capital files quarterly 13F-HR report for Q3 2026
Oakworth Capital, Inc. files its quarterly 13F-HR report for Q3 2026, detailing its investment holdings and strategies.
Themes ETF Trust files post-effective amendment to registration
Themes ETF Trust has filed a post-effective amendment to its registration statement, signaling updates to its investment strategies.
Pflug Koory reports third-quarter institutional holdings
Pflug Koory, LLC files its quarterly report detailing institutional holdings, impacting investment strategies and market assessments.
Fishman Jay A Ltd files quarterly 13F-HR report
Fishman Jay A Ltd has filed its quarterly 13F-HR report, revealing its institutional holdings and investment strategies as of September 30, 2026.
Thornburg ETF Trust Files Monthly Portfolio Investments Report
Thornburg ETF Trust submits its latest monthly report, providing insights into its portfolio investments and reflecting industry trends in transparency and compliance.
Thornburg ETF Trust files monthly portfolio investments report
Thornburg ETF Trust has filed its monthly portfolio investments report, reflecting its holdings as of August 31, 2026, significant for the ETF industry.
Total Clarity Wealth Management files quarterly 13F-HR report
Total Clarity Wealth Management has submitted its 13F-HR report for Q3 2026, highlighting its investment holdings and strategies.