Davion Healthcare files certification with SEC
Davion Healthcare PLC has filed a certification with the SEC, signaling important updates for the company and the surgical and medical instruments industry.
iM Global Partner Funds to Elect Five Trustees at Meeting
iM Global Partner Funds announces a special meeting to elect five trustees, emphasizing governance and shareholder engagement.
James Investment Research reveals $936.2 million in holdings
James Investment Research, Inc. discloses $936.2 million in holdings, showcasing strategic investments across various sectors in its latest SEC filing.
Ryan Investment Management reports Q3 2026 holdings
Ryan Investment Management, Inc. reports its Q3 2026 holdings, reflecting a total value of $238.67 million across various investments.
Genworth Financial reports $494.6M in investment holdings
Genworth Financial Inc. files 13F-HR, reporting $494.6 million in investments as of September 30, 2026, impacting the life insurance sector.
Press4 LLC Reports Annual Growth in Assets and Income
Press4 LLC's annual report shows significant growth in assets and net income, highlighting its financial stability and potential impact on the tech industry.
Beaumont Financial Advisors reports Q3 2026 holdings update
Beaumont Financial Advisors submits Q3 2026 13F-HR filing, reporting $1.59 billion in holdings, highlighting investment strategies and market positions.
Listed Funds Trust Files Registration Statement for New Offerings
Listed Funds Trust files a registration statement, signaling its intent to launch new investment products, reflecting the competitive investment landscape.
BNY Mellon Funds Trust reports financials with $208M in assets
BNY Mellon Funds Trust disclosed its financials, showing total assets exceeding $208 million, highlighting its commitment to transparency in the investment sector.
Investment House LLC Reports $2.25 Billion Portfolio Value
Investment House LLC's latest 13F filing reveals a portfolio worth over $2.25 billion, showcasing its investment strategy across various sectors.
Datum One Series Trust Proposes New Investment Adviser
Datum One Series Trust files for a special meeting to approve Breckinridge as its new investment adviser, transitioning from Brandes Investment Partners.
BNY Mellon Investment Funds IV reports $552.7M in assets
BNY Mellon Investment Funds IV, Inc. reveals $552.7M in total assets in its latest NPORT-P filing, indicating strong performance in the investment management sector.
Pinnacle Bancorp reveals investment holdings in 13F-HR report
Pinnacle Bancorp, Inc. discloses its investment holdings in the latest 13F-HR report, totaling approximately $374.9 million as of September 30, 2026.
McCarley & Cook Financial Planners Reports $128.9M Holdings
McCarley & Cook Financial Planners reveals $128.9 million in holdings, showcasing its investment strategy in a recent SEC filing.
Isthmus Partners reports over $1 billion in holdings
Isthmus Partners, LLC's recent filing shows over $1 billion in holdings, reflecting its strong investment strategy and competitive position in asset management.
BNY Mellon Advantage Funds discloses latest portfolio holdings
BNY Mellon Advantage Funds, Inc. reveals its latest portfolio holdings with a total asset value exceeding $541 million, focusing on technology and finance sectors.
CULBERTSON A N & CO INC Reports $861 Million in Holdings
CULBERTSON A N & CO INC reveals over $861 million in investments in its latest SEC filing, showcasing a diverse portfolio across major industries.
Root Financial Partners reports $2.98B in latest 13F-HR filing
Root Financial Partners, LLC reveals a $2.98 billion portfolio in its latest 13F-HR filing, emphasizing its strategic investments in the financial sector.
NBT Bank files 13F-HR report detailing investment holdings
NBT Bank, N.A. files its 13F-HR report, showcasing its investment holdings and strategies as of September 30, 2026.
Virtue Asset Management reports $146.5 million in holdings
Virtue Asset Management LLC reveals $146.5 million in investments in its latest 13F filing, showcasing a focus on major tech companies.