Fidelity Covington Trust Reports Significant Securities Activity
Fidelity Covington Trust files 24F-2NT, showing notable sales and redemptions of securities, impacting the investment management sector.
Curbstone Financial Management reveals $578.8M in holdings
Curbstone Financial Management's recent filing shows $578.8 million in various investments, highlighting its diverse asset management strategy.
Pacific Sage Partners reports $772 million in holdings
Pacific Sage Partners, LLC disclosed $772 million in holdings as of September 30, 2026, reflecting its investment strategy in the financial services industry.
MY Wealth Management Inc. reports $137 million in holdings
MY Wealth Management Inc. files 13F-HR, revealing $137 million in holdings as of September 30, 2026, showcasing its investment strategy.
OpenArc Corporate Advisory reports $8.86B in 13F-HR filing
OpenArc Corporate Advisory, LLC reveals $8.86 billion portfolio in latest 13F-HR filing, showcasing significant investments in major companies.
Deutsche DWS Investments VIT Funds Files New Prospectus Update
Deutsche DWS Investments VIT Funds has filed a new prospectus update, reflecting changes in fund structures and impacting investor strategies.
Inlight Wealth Management reveals $350 million portfolio in Q3
Inlight Wealth Management's latest 13F-HR filing shows a portfolio valued at $350 million, with key investments in major companies.
Kennedy Investment Group Reports $310.84 Million in Holdings
Kennedy Investment Group, Inc. files 13F-HR, revealing $310.84 million in holdings, reflecting strategic investment moves in the asset management sector.
Connective Portfolio Management Reports Q3 Holdings Update
Connective Portfolio Management reveals its Q3 holdings, showcasing investments in major companies like Apple and Amazon, reflecting strategic market positioning.
BI Holding A/S Files 13F-NT for Q3 2026 Reporting Period
BI Holding A/S submits a 13F-NT filing for Q3 2026, emphasizing transparency in investment management. This update is crucial for industry trends.
Wormser Freres Gestion Discloses $180.76M in 13F-HR Filing
Wormser Freres Gestion's latest 13F-HR filing reveals $180.76 million in holdings, showcasing its investment strategies and major positions in leading companies.
Yardley Wealth Management reports $229 million in assets
Yardley Wealth Management LLC disclosed $229 million in assets under management as of September 30, 2026, highlighting key investments in major companies.
Wolff Financial Management reports $494.25 million in assets
Wolff Financial Management LLC files 13F-HR, reporting $494.25 million in assets under management as of September 30, 2026.
Baker Chad R reports $611 million in Q3 2026 holdings
Baker Chad R's recent 13F filing shows over $611 million in holdings, highlighting strategic investments in key sectors for Q3 2026.
Romano Brothers Reports $984.9 Million in Quarterly Holdings
Romano Brothers and Company discloses $984.9 million in holdings, showcasing its investment strategy and positioning in the financial services sector.
ABN AMRO Investment Solutions reports $13.19B in assets
ABN AMRO Investment Solutions files 13F-HR, reporting $13.19 billion in assets as of September 30, 2026, highlighting its investment strategy.
Ascensus Investment Advisors Files MA/A Update with SEC
Ascensus Investment Advisors, LLC updates its MA/A filing with the SEC, reflecting changes in organizational structure and compliance efforts.
FF Advisors, LLC reports $273.2 million in latest 13F-HR
FF Advisors, LLC reveals $273.2 million in assets under management in its latest 13F-HR filing, showcasing a diversified investment strategy.
TRUST CO OF VERMONT reports $2.8B in latest 13F-HR filing
TRUST CO OF VERMONT files 13F-HR, revealing $2.8 billion in assets under management as of September 30, 2026, impacting the investment management sector.
FMA Wealth Management reports Q3 2026 holdings in 13F-HR
FMA Wealth Management's latest 13F-HR filing reveals key holdings as of September 30, 2026, impacting investment strategies in the wealth management sector.