Popov Patricia D files 13F Notice detailing investment changes
Popov Patricia D has submitted a 13F Notice, revealing changes in its investment strategy as of September 30, 2026, reflecting its ongoing management approach.
LATIFI Kimberly H files 13F Notice for Q3 2026
LATIFI Kimberly H has submitted a 13F Notice detailing its investment portfolio as of September 30, 2026, highlighting its commitment to transparency.
Prevail Innovative Wealth Advisors Reports $776M in Assets
Prevail Innovative Wealth Advisors reveals $776 million in assets under management in its latest 13F-HR filing, showcasing a diverse investment portfolio.
Sage Capital Management reports $263 million in holdings
Sage Capital Management files 13F-HR, revealing $263 million in holdings as of September 30, 2026, highlighting key investment strategies.
Nichols Richard K files 13F Notice reflecting investment changes
Nichols Richard K has filed a 13F Notice, indicating potential changes in investment strategy. This reflects broader trends in asset management.
Ares Core Infrastructure Fund Files Fidelity Bond with SEC
Ares Core Infrastructure Fund has filed a fidelity bond with the SEC, enhancing investor confidence and operational integrity.
Smithbridge Asset Management reports $741M in holdings
Smithbridge Asset Management files 13F-HR, revealing $741M in holdings as of September 30, 2026, impacting the asset management industry.
SYQUANT CAPITAL SAS Reports $453,452 in Holdings
SYQUANT CAPITAL SAS discloses $453,452 in investments as of September 30, 2026, highlighting its ongoing activity in the investment management sector.
Trust for Professional Managers Files Latest NPORT-P Report
Trust for Professional Managers reports significant assets and liabilities in its latest filing, reflecting ongoing investment strategies in the competitive investment management industry.
Putnam Funds Trust Reports Annual Filing with Key Figures
Putnam Funds Trust reveals significant sales and redemptions in its annual filing, showcasing its strategies within the investment sector.
Bator Thomas E. files 13F-NT for Q3 2026 investment report
Bator Thomas E. submits a 13F-NT filing, detailing investment changes for Q3 2026, impacting the investment management industry.
Herbert John K III files 13F Notice for September 2026
Herbert John K III files a 13F Notice, detailing its holdings as of September 30, 2026, impacting investment strategies in the financial services sector.
Tamboran Resources Announces Virtual Annual Meeting for 2026
Tamboran Resources Corp will hold its Annual Meeting of Stockholders virtually on November 19, 2026, streamlining participation for shareholders.
Nexentis Technologies schedules annual meeting for Dec. 14
Nexentis Technologies Inc. announces its annual meeting on December 14, 2026, focusing on director re-elections and financing proposals.
Forza Wealth Management reports $345.68M in assets in 13F-HR
Forza Wealth Management, LLC discloses $345.68 million in assets in its latest 13F-HR filing, highlighting key investments in major companies.
Banzai International to Hold Special Meeting on Share Increase
Banzai International, Inc. plans a special stockholder meeting to discuss increasing authorized shares and other key proposals on October 30, 2026.
Wealth Advisory Solutions reports $484.1M in latest 13F-HR
Wealth Advisory Solutions, LLC reports $484.1 million in holdings as of September 30, 2026, in its latest 13F-HR filing, showcasing key investment positions.
Kepler Cheuvreux Reports Latest Holdings in SEC Filing
Kepler Cheuvreux (Suisse) SA reveals its recent investment holdings in an SEC filing, showcasing significant stakes in various companies.
Gulf International Bank reports Q3 2026 holdings in 13F-HR
Gulf International Bank (UK) Ltd files its Q3 2026 13F-HR report, detailing significant asset holdings and investment strategies.
Avalon Advisory Group reports $265.9M in Q3 holdings
Avalon Advisory Group discloses $265.9 million in holdings as of September 30, 2026, emphasizing its investments in major tech companies.