Oregon Pacific Wealth Management files 13F-HR report
Oregon Pacific Wealth Management, LLC reports over $107 million in assets in its latest 13F-HR filing, reflecting diverse investment strategies.
Khazanah Nasional Berhad Reports Investment Holdings in 13F-HR
Khazanah Nasional Berhad's 13F-HR filing reveals its investment strategy and major holdings, including Alibaba and Grab Holdings, as of December 31, 2024.
Khazanah Nasional Berhad Reports $1.75B in 13F Holdings
Khazanah Nasional Berhad discloses $1.75 billion in holdings in its latest 13F-HR filing, impacting the investment management industry.
Khazanah Nasional Berhad reveals investment holdings in 13F-HR
Khazanah Nasional Berhad's 13F-HR filing reveals its investment strategy and holdings as of December 31, 2025, showcasing significant positions in major companies.
Cornerstone National Bank & Trust Co files latest 13F-HR report
Cornerstone National Bank & Trust Co has submitted its 13F-HR filing, revealing its investment holdings as of September 30, 2026, crucial for market transparency.
NISA Investment Advisors Reports $34.7 Billion in Holdings
NISA Investment Advisors files 13F-HR, reporting $34.7 billion in holdings as of September 30, 2026, reflecting its investment strategies and market position.
Prime Capital Investment Advisors reports $10B in holdings
Prime Capital Investment Advisors, LLC disclosed over $10 billion in holdings in its latest SEC filing, showcasing its investment strategies and market position.
Integrated Advisors Network Reports $2.19B in 13F-HR Filing
Integrated Advisors Network LLC reveals $2.19 billion in assets under management in its latest 13F-HR filing, showcasing its investment strategies.
Lakewood Asset Management reports latest 13F holdings
Lakewood Asset Management's recent 13F filing reveals its investment strategy and significant holdings across various sectors, reflecting market trends.
Eaton Vance Growth Trust Reports Total Assets of $33.89 Million
Eaton Vance Growth Trust's latest NPORT-P filing reveals total assets of $33.89 million, reflecting its commitment to transparency in investment management.
Mason & Associates Amends 13F Report for Q3 2026 Holdings
Mason & Associates, LLC has filed an amended 13F report, updating its investment holdings as of September 30, 2026, reflecting its strategy in the investment management sector.
MFS Series Trust I reports financials for August 2026
MFS Series Trust I reveals financial results for August 2026, showcasing total assets of $2.37 billion and solid net asset figures.
Noble Family Wealth reports $556.1 million in assets
Noble Family Wealth, LLC disclosed $556.1 million in assets under management as of September 30, 2026, emphasizing transparency in investment management.
James Reed Financial Services reports Q3 2026 holdings
James Reed Financial Services, Inc. reveals its Q3 2026 investment holdings, totaling over $132 million, showcasing strategic investment decisions.
Egerton Capital files 13F Notice detailing investment changes
Egerton Capital (US), LP files a 13F Notice, revealing changes in its investment strategy as of September 30, 2026.
Relyea Zuckerberg Hanson LLC Reports $1.2B in Latest Filing
Relyea Zuckerberg Hanson LLC's 13F-HR filing reveals $1.2 billion in assets under management, showcasing its investment strategies and sector positions.
Holland Advisory Services reveals Q3 2026 holdings in filing
Holland Advisory Services, Inc. discloses its Q3 2026 investment holdings, totaling approximately $95.6 million in assets under management.
Khazanah Nasional Berhad reveals investment holdings in 13F-HR
Khazanah Nasional Berhad's latest 13F-HR filing shows its investment strategy and major holdings as of March 31, 2023, reflecting its diversified portfolio.
York GP, Ltd. Reveals Latest Holdings in Recent Filing
York GP, Ltd. discloses its investment holdings in a recent filing, showcasing its strategic market positioning and potential industry impact.
Taylor Securities Reports $250.5M in Holdings for Q3 2026
Taylor Securities Services discloses $250.5 million in holdings for Q3 2026, showcasing its investment strategy in major corporations.