Schwab Strategic Trust Files Certification with SEC
Schwab Strategic Trust has filed a certification with the SEC, signaling a significant regulatory update that could impact the investment management sector.
Midland National Life Separate Account C Files Amendment
Midland National Life Separate Account C confirms no changes in its prospectus with a recent filing, reflecting ongoing regulatory compliance in the investment sector.
Bridgelight Financial Advisors reports Q3 2026 holdings
Bridgelight Financial Advisors discloses its Q3 2026 holdings, totaling $145.8 million across 46 positions, reflecting strategic market positioning.
Trilogy Capital Inc. Reports Latest Investment Holdings
Trilogy Capital Inc. discloses its latest 13F-HR report, revealing diverse investments in major companies, reflecting its strategic asset management approach.
Rothschild & Co reports $7.17 billion in 13F-HR filing
Rothschild & Co Wealth Management UK Ltd reveals $7.17 billion in assets under management in its latest 13F-HR filing, reflecting growth in the wealth management sector.
Weatherly Asset Management reports $1.42B in holdings
Weatherly Asset Management L.P. reports $1.42 billion in holdings as of September 30, 2026, revealing insights into its investment strategy.
E&R Wealth Management reveals $116.6M in holdings in 13F-HR
E&R Wealth Management, LLC discloses $116.6 million in holdings in its latest 13F-HR filing, showcasing its investment strategies and key positions.
LVW Advisors reports $1.19 billion in 13F-HR filing
LVW Advisors, LLC disclosed $1.19 billion in assets under management in its latest 13F-HR filing, reflecting its investment strategies as of September 30, 2026.
Rodgers & Associates reveals $1 billion investment portfolio
Rodgers & Associates, LTD reports a $1 billion investment portfolio in its latest 13F-HR filing, highlighting major holdings in tech and consumer sectors.
Kelly Financial Services reports $463.2 million in holdings
Kelly Financial Services LLC disclosed $463.2 million in assets in its latest 13F filing, showcasing its investment strategy and market position.
Midland National Life Insurance files 497J certification
Midland National Life Insurance Company files a 497J, certifying no changes to its prospectus, ensuring compliance with SEC regulations.
J.P. Morgan Exchange-Traded Fund Trust files new registration
J.P. Morgan Exchange-Traded Fund Trust files a new registration statement, signaling expansion in fund offerings to meet market demands.
Jaffetilchin Investment Partners reports $1.89B in holdings
Jaffetilchin Investment Partners, LLC reveals $1.89 billion in holdings in its latest 13F-HR filing, reflecting its investment strategy and market positions.
Cottonwood Capital Advisors reports $166M in investments
Cottonwood Capital Advisors reveals its investment holdings totaling over $166 million, including major stakes in Apple and Amazon.
Mason & Associates reports $710 million in holdings
Mason & Associates, LLC files 13F-HR, revealing $710 million in holdings as of September 30, 2026, reflecting investment strategies in asset management.
Benitec Biopharma files preliminary proxy statement for meeting
Benitec Biopharma Inc. files a preliminary proxy statement for its annual stockholder meeting, outlining key proposals for governance and operational oversight.
North Growth Management Reports $742.9 Million in Holdings
North Growth Management Ltd. files 13F-HR, reporting $742.9 million in holdings, highlighting its investment strategy in the technology and consumer sectors.
Parkside Investments reports $879 million in holdings
Parkside Investments, LLC disclosed $879 million in holdings, showcasing its investment strategy across sectors like technology and healthcare.
Kinetics Portfolios Trust files annual report with updates
Kinetics Portfolios Trust's recent filing reveals important updates for investors, impacting the investment management landscape and industry trends.
Cherrydale Wealth Management reports $385.89M in assets
Cherrydale Wealth Management's recent 13F-HR filing shows $385.89 million in assets as of September 30, 2026, highlighting key investment strategies.