CPC Advisors reports $735M in holdings for Q3 2026
CPC Advisors, LLC disclosed its Q3 2026 holdings, totaling over $735 million, highlighting key investments and strategies in the financial advisory sector.
Raub Brock Capital Management reports $326 million in assets
Raub Brock Capital Management LP discloses $326 million in assets under management as of September 30, 2026, showcasing a diverse investment portfolio.
L. Roy Papp & Associates Reports Q3 Holdings in 13F Filing
L. Roy Papp & Associates, LLP has revealed its Q3 holdings in a recent 13F filing, showcasing a diverse investment portfolio across multiple sectors.
Listed Funds Trust Files New Registration Statement for ETFs
Listed Funds Trust has filed a new registration statement, highlighting its commitment to expanding investment offerings in the ETF market.
Series Portfolios Trust Reports $48.8M in Net Assets
Series Portfolios Trust files NPORT-P, revealing net assets of $48.8 million and key investment holdings. Insights into the investment management sector.
Hamilton Lane Advisors amends 13F-HR filing for Q3 2026
Hamilton Lane Advisors LLC has amended its 13F-HR filing, reporting approximately $179.3 million in holdings as of September 30, 2026.
M3F, Inc. discloses $391,341 in latest 13F-HR filing
M3F, Inc. reveals a total of 21 holdings valued at $391,341 in its latest 13F-HR filing, reflecting its investment strategy as of September 30, 2026.
Stillwater Wealth Management Group Reports $179.7M in Holdings
Stillwater Wealth Management Group's latest filing reveals $179.7 million in holdings, reflecting its investment strategies and market positioning.
Winthrop Advisory Group reports $1.6 billion in investments
Winthrop Advisory Group LLC's 13F-HR filing reveals $1.6 billion in investments, showcasing its strategy in the competitive advisory sector.
Avory & Company reports $78.9 million in latest holdings
Avory & Company, LLC reveals $78.9 million in holdings, highlighting investments in major tech firms like Amazon and NVIDIA as of September 30, 2026.
Sterling Manor Financial reports $172 million in holdings
Sterling Manor Financial, LLC disclosed a total of $172 million in holdings in its latest SEC filing, highlighting key investments in major corporations.
TradeWell Securities reports $295.7M in latest holdings
TradeWell Securities, LLC. reveals $295.7 million in holdings in its latest SEC filing, showcasing its investment strategies in the financial services sector.
Campbell Newman Asset Management Reports Latest 13F Holdings
Campbell Newman Asset Management has filed its 13F-HR report, detailing significant stock holdings as of September 30, 2026. Key insights into investment strategies.
BRIA Capital Group reveals $146.7M in Q3 holdings
BRIA Capital Group's latest 13F-HR filing shows $146.7 million in holdings, with significant investments in technology and healthcare sectors.
Series Portfolios Trust reveals new asset report in filing
Series Portfolios Trust's latest NPORT-P filing reveals key financial details, including net assets and liabilities, impacting investor confidence in the sector.
LifeWealth Investments reports Q3 holdings valued at $359.5M
LifeWealth Investments, LLC discloses its Q3 holdings with a total value of $359.5 million, showcasing its investment strategy in a competitive market.
Keyco Fund reports no proxies received for voting period
Keyco Fund, Inc. disclosed in its latest filing that it did not receive any proxies to vote during the reporting period, highlighting shareholder engagement challenges.
Putnam Sustainable Leaders Fund Adjourns Shareholder Meeting
Putnam Sustainable Leaders Fund's special shareholder meeting is adjourned to November 10, 2026, to vote on a new advisory agreement.
Cheers Health files C-TR form, updates corporate governance
Cheers Health, Inc. filed a C-TR form, indicating updates in corporate governance and compliance, led by CEO Brooks Powell.
Stillwater Wealth Management Group Reports $179.7M in Holdings
Stillwater Wealth Management Group disclosed $179.7 million in assets under management in its latest filing, highlighting its growth and major holdings.