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Thursday, November 5, 2026

Markets

Rates, jobs, and market-wide news

WD Rutherford LLC files quarterly report on holdings

WD Rutherford LLC submits its quarterly report detailing holdings as of September 30, 2026, providing insights into its investment strategies.

MBE Wealth Management files quarterly 13F-HR report

MBE Wealth Management, LLC has submitted its quarterly 13F-HR report, detailing investment holdings as of September 30, 2026.

Thornburg ETF Trust Files Monthly Portfolio Investments Report

Thornburg ETF Trust releases its monthly portfolio investments report, offering insights into its holdings and investment strategies as of August 2026.

Lodestar Private Asset Management files quarterly report

Lodestar Private Asset Management LLC files its quarterly report detailing investment holdings as of September 30, 2026, impacting the asset management industry.

Schwartz Investment Counsel files quarterly 13F report

Schwartz Investment Counsel Inc. has filed its quarterly 13F report, detailing its investment holdings as of September 30, 2026.

Thornburg ETF Trust files monthly portfolio report for August

Thornburg ETF Trust has submitted its monthly portfolio investments report, providing insights into its holdings as of August 31, 2026.

Thornburg ETF Trust files monthly portfolio investment report

Thornburg ETF Trust has submitted its monthly portfolio investment report, detailing its holdings as of August 31, 2026, reflecting its commitment to transparency.

Arrow Financial Corp files quarterly 13F-HR report

Arrow Financial Corp has submitted its quarterly 13F-HR report, revealing important investment insights for the national commercial banking sector.

M & L Capital Management Files Quarterly Report on Holdings

M & L Capital Management Ltd has submitted its quarterly 13F-HR report, revealing its institutional holdings as of September 30, 2026.

Deutsche DWS Tax Free Trust Files Monthly Portfolio Report

Deutsche DWS Tax Free Trust releases its monthly portfolio investments report, shedding light on its holdings and strategies as of August 31, 2026.

Deutsche DWS International Fund Files Monthly Portfolio Report

Deutsche DWS International Fund, Inc. has filed its latest monthly portfolio investments report, showcasing its investment strategies and market positions.

Deutsche DWS Asset Allocation Trust Files Monthly Report

Deutsche DWS Asset Allocation Trust files its monthly portfolio investments report, shedding light on asset allocation strategies and market positioning.

Somnio Financial Group files quarterly 13F-HR report

Somnio Financial Group has submitted its 13F-HR report, revealing investment holdings as of September 30, 2026, significant for industry transparency.

Deutsche DWS Municipal Trust Files Monthly Portfolio Report

Deutsche DWS Municipal Trust files its monthly portfolio investments report, shedding light on its investment strategies and holdings in the municipal bond market.

Willow Creek Wealth Management files latest 13F-HR report

Willow Creek Wealth Management has filed its latest 13F-HR, revealing its institutional investment holdings and strategies as of June 30, 2026.

Deutsche DWS Securities Trust Reports Monthly Portfolio Update

Deutsche DWS Securities Trust has filed its monthly portfolio investment report, shedding light on its holdings as of August 31, 2026.

Van Kampen Unit Trusts Files Annual Securities Registration Notice

Van Kampen Unit Trusts Taxable Income Series 194 files a notice for annual securities registration, reflecting ongoing transparency and industry trends.

Graham Capital files 13F-HR report for Q3 2026 holdings

Graham Capital Wealth Management has submitted its 13F-HR filing for Q3 2026, outlining its investment holdings and strategies.

Deutsche DWS State Tax-Free Income Series Reports Portfolio Update

Deutsche DWS State Tax-Free Income Series shares its latest monthly portfolio investments report, highlighting strategic management in tax-free income funds.

Deutsche DWS Asset Allocation Trust Files Monthly Report

Deutsche DWS Asset Allocation Trust updates its monthly portfolio investments report, highlighting its ongoing investment management strategies.

Financialist News Desk

Our desk turns official SEC filings into news. Each story is checked against the original filing. About us → · Editorial standards →