FT 12230 Completes Annual Filing Requirements with SEC
FT 12230 has filed a 24F-2NT form, marking the completion of its annual filing requirements and reflecting its commitment to transparency.
PMG Family Office reports $108 million in latest holdings
PMG Family Office LLC reveals over $108 million in investments in its latest filing, highlighting diverse portfolio strategies in asset management.
Greg Jennings, LLC reveals Q3 2026 holdings report
Greg Jennings, LLC discloses its third-quarter 2026 holdings, totaling $142.3 million, with key investments in tech giants like Apple and Microsoft.
Brueske Advisory Services files 13F-HR with no new holdings
Brueske Advisory Services, LLC's latest 13F-HR shows no new investments, indicating a cautious strategy in the current market.
Teamwork Financial Advisors Reveals $908.4M in Holdings
Teamwork Financial Advisors, LLC disclosed a total of $908.4 million in holdings in its latest 13F-HR filing, reflecting diverse investments across sectors.
J. L. Bainbridge & Co. discloses quarterly holdings report
J. L. Bainbridge & Co., Inc. reveals quarterly holdings valued at over $1.32 billion, showcasing its investment strategy in the financial sector.
Stackstone Wealth reports $1B portfolio in latest filing
Stackstone Wealth, LLC discloses over $1 billion in assets under management in its latest 13F filing, showcasing significant investments in major tech and energy companies.
Abel Hall reports latest holdings in SEC filing
Abel Hall, LLC has disclosed its latest investment holdings in a recent SEC filing, showcasing a diverse portfolio and strategic management.
Braun-Bostich reveals $175M in holdings in latest filing
Braun-Bostich & Associates Inc. reports $175M in holdings in its latest 13F-HR filing, showcasing its investment strategy as of September 30, 2026.
Lockerman Financial Group reveals $69.7M in holdings
Lockerman Financial Group, Inc. files 13F-HR revealing $69.7 million in holdings, signaling strategic investment in major companies.
Legacy Advisors reports $1B in holdings in latest filing
Legacy Advisors, LLC reports over $1 billion in holdings as of September 30, 2026, highlighting key investments in major companies.
ETF Opportunities Trust Files New Prospectus for Meme Stock ETF
ETF Opportunities Trust has filed a new prospectus for its Tuttle Capital Meme Stock Income Blast ETF, aiming to capture returns from meme stocks.
MontVue Capital Management reports Q3 2026 holdings
MontVue Capital Management's latest 13F-HR filing reveals $171.3 million in holdings, showcasing strategic investments in major corporations.
ProShares Trust Withdraws Registration for New Fund
ProShares Trust has withdrawn its registration for the ProShares Ultra Dongshan Precision Fund, signaling a strategic shift in its investment strategy.
CFS Investment Advisory Services Reports $1.5 Billion in Holdings
CFS Investment Advisory Services disclosed over $1.5 billion in holdings in its latest SEC filing, showcasing its strategic investments in the advisory sector.
Grandview Asset Management reveals $361M in holdings
Grandview Asset Management LLC disclosed its holdings valued at over $361 million in a recent SEC filing, showcasing key investments in major companies.
Thayer Financial reveals $111 million in holdings in 13F-HR
Thayer Financial's 13F-HR report shows $111 million in holdings, indicating strategic investment focus in ETFs and large-cap stocks.
Secure Asset Management reports Q3 2026 holdings
Secure Asset Management, LLC has filed its Q3 2026 holdings report, showcasing its investment strategy and portfolio management.
Cordatus Wealth Management reveals Q3 2026 holdings report
Cordatus Wealth Management LLC discloses its Q3 2026 holdings, showcasing significant investments in major companies, reflecting strategic positioning in the industry.
Investment Research Partners LLC reports $295 million in holdings
Investment Research Partners LLC's recent SEC filing reveals a total portfolio value of over $295 million, highlighting key investments in major companies.