Undiscovered Managers Funds Files New Summary Prospectus
Undiscovered Managers Funds has filed a new summary prospectus, reflecting updates to its investment offerings and impacting the investment management sector.
Listed Funds Trust Announces New Effective Date for ETF Amendment
Listed Funds Trust files for a new effective date for a post-effective amendment, impacting its ETF management strategy and the investment sector.
Listed Funds Trust Updates Effective Date for Uranium ETF
Listed Funds Trust has filed a post-effective amendment for its Metals.io Uranium ETF, signaling ongoing developments in the investment sector.
Permian Basin Royalty Trust Files Additional Proxy Materials
Permian Basin Royalty Trust files additional definitive proxy materials, signaling potential governance changes that may impact the oil royalty trading sector.
Inspire Investing files quarterly report on institutional holdings
Inspire Investing, LLC has submitted its quarterly report detailing institutional holdings as of September 30, 2026, reflecting its investment strategies.
Tidal Trust II files Rule 24f-2 notice for securities
Tidal Trust II has filed a Rule 24f-2 notice, indicating its intent to register additional securities for investment purposes.
Core Wealth Management files quarterly 13F-HR report
Core Wealth Management, Inc. files its latest 13F-HR report, detailing investment holdings and strategic positioning in the financial services sector.
FIS Trust files post-effective amendment for registration update
FIS Trust has filed a post-effective amendment, reflecting its commitment to compliance and transparency in the investment sector.
Tidal Trust II Files Rule 24f-2 Notice for Securities Registration
Tidal Trust II has filed a Rule 24f-2 notice to register additional securities, signaling growth in the investment sector.
Tidal Trust II files notice of effectiveness under Rule 24f-2
Tidal Trust II has filed a notice of effectiveness under Rule 24f-2, ensuring compliance and continued operations in the investment sector.
Angeles Investment Advisors Files Latest 13F-HR Report
Angeles Investment Advisors, LLC has submitted its 13F-HR report, revealing its investment holdings as of September 30, 2026.
Transamerica Series Trust Files New Summary Prospectus
Transamerica Series Trust has filed a new summary prospectus, reflecting significant updates in its investment offerings and industry trends.
Denver PWM, LLC Reports Quarterly Holdings in 13F-HR Filing
Denver PWM, LLC has filed its 13F-HR report detailing institutional holdings as of September 30, 2026, reflecting its investment strategy.
Kennebec Savings Bank files quarterly investment report
Kennebec Savings Bank has filed its quarterly 13F-HR report, detailing its investment holdings as of September 30, 2026, reflecting its investment strategies.
Winter & Associates files quarterly 13F-HR report
Winter & Associates, Inc. submits its quarterly 13F-HR report, revealing investment holdings and strategies as of September 30, 2026.
Sterling Capital Management files latest 13F-HR report
Sterling Capital Management LLC has submitted its 13F-HR report, detailing investment holdings as of September 30, 2026, reflecting strategic market positioning.
Corgi ETF Trust I files definitive materials for updates
Corgi ETF Trust I has filed definitive materials, signaling operational updates that may impact its bond offerings and the ETF industry.
Physician Wealth Advisors files quarterly report on holdings
Physician Wealth Advisors, Inc. files its quarterly report detailing institutional investment holdings, emphasizing transparency and compliance in the financial sector.
iShares, Inc. Files Definitive Materials with SEC
iShares, Inc. submits definitive materials to the SEC, reflecting changes in its investment offerings and signaling industry adjustments.
Rede Wealth files quarterly 13F-HR report for Q3 2026
Rede Wealth, LLC has submitted its 13F-HR report for Q3 2026, outlining its investment holdings and strategies.