Monetary Solutions reveals $117 million portfolio in 13F-HR
Monetary Solutions, Ltd discloses a portfolio valued at $117 million in its latest 13F-HR filing, showcasing diverse investments across various sectors.
AmeriServ Wealth Advisors reports Q3 2026 holdings update
AmeriServ Wealth Advisors reveals its Q3 2026 holdings, totaling $125.9 million, emphasizing transparency in financial services.
Shepherd Street Advisors reports $116M in quarterly holdings
Shepherd Street Advisors LLC disclosed its quarterly holdings, totaling $116.3 million as of September 30, 2026, with major investments in tech and finance.
CGN Advisors Reports $1.29 Billion in Latest Holdings
CGN Advisors LLC reveals over $1.29 billion in assets in its latest 13F filing, showcasing its investment strategies and market insights.
Sightline Wealth Advisors reports $215.2 million in holdings
Sightline Wealth Advisors, LLC disclosed $215.2 million in holdings in its latest SEC filing, reflecting its investment strategy and market positioning.
ETFis Series Trust I reports $1.22 billion in sales
ETFis Series Trust I disclosed $1.22 billion in sales and $560 million in redemptions in its recent filing, indicating strong investor interest.
Absolute Investment Advisers reports latest investment holdings
Absolute Investment Advisers, LLC reveals its latest investment holdings in a recent SEC filing, highlighting significant positions in various companies.
PSP Research LLC reveals $145.8M in latest 13F filing
PSP Research LLC's latest 13F filing shows a portfolio valued at $145.8 million, focusing on biotechnology and pharmaceutical investments.
First National Bank of Mount Dora Reports $503M in Holdings
First National Bank of Mount Dora's recent filing reveals a $503 million investment portfolio, highlighting its growth in the financial services sector.
Piscataqua Savings Bank files 13F-HR for Q3 2026
Piscataqua Savings Bank discloses its Q3 2026 investment holdings in a recent 13F-HR filing, totaling approximately $145.5 million in assets.
Procyon Advisors reports $2.36 billion in Q3 holdings
Procyon Advisors, LLC files 13F-HR report detailing $2.36 billion in investments as of September 30, 2026, highlighting key holdings in major companies.
Farmers & Merchants Investments Inc. files 13F-HR report
Farmers & Merchants Investments Inc. reports $4.16 billion in holdings in its latest 13F-HR filing, showcasing its investment strategy and industry positioning.
NESTEGG ADVISORS, INC. reports $152 million in assets
NESTEGG ADVISORS, INC. reveals $152 million in assets under management in its latest 13F-HR filing, showcasing its investment strategies and key holdings.
Five Oceans Advisors Reveals $261 Million in Latest 13F Filing
Five Oceans Advisors discloses over $261 million in assets in its latest 13F filing, reflecting its investment strategies and market positioning.
Legacy Capital Wealth Partners reveals $480.9M in assets
Legacy Capital Wealth Partners, LLC reports $480.9 million in assets in its latest filing, showcasing its investment strategies and market position.
Tidal Trust V certifies no changes in prospectus materials
Tidal Trust V confirms no changes in its prospectus, ensuring compliance and reinforcing investor confidence in the investment management industry.
EJMK Ventures reports $237M in assets in latest filing
EJMK Ventures LLC reveals $237 million in assets under management in its latest filing, showcasing its investment strategy and portfolio.
KPS Global Asset Management UK Ltd reports Q3 2026 holdings
KPS Global Asset Management UK Ltd reveals $625 million in assets under management in its latest 13F-HR filing, showcasing key investments as of September 30, 2026.
Covea Finance reports over $3 billion in investments
Covea Finance's latest filing shows over $3 billion in investments, impacting the financial services sector and prompting competitors to reassess strategies.
PIAR LLC discloses $164.8 million in investment holdings
PIAR LLC reveals its investment holdings totaling $164.8 million as of September 30, 2026, showcasing its strategies in the investment management sector.