Sather Financial Group Reports $1.78B in Latest Holdings
Sather Financial Group Inc. reveals $1.78 billion in holdings in its latest 13F-HR filing, showcasing its investment strategies as of September 30, 2026.
TCI Wealth Advisors reports $2.49B in latest investment holdings
TCI Wealth Advisors, Inc. reveals $2.49 billion in investment holdings as of September 30, 2026, in its latest SEC filing.
Capitol Series Trust Files Annual Shareholder Report
Capitol Series Trust submits its annual report, detailing performance metrics for the Oak Harvest Long/Short Hedged Equity Fund, impacting the investment management sector.
USL Separate Account RS files new registration statement
USL Separate Account RS has filed a new registration statement, indicating potential growth and expansion in its investment offerings.
Listed Funds Trust files new prospectus for Venezuela ETF
Listed Funds Trust updates its prospectus for the Teucrium Venezuela Future Opportunities ETF, detailing investment strategies and risks.
MTM Investment Management discloses Q3 2026 holdings report
MTM Investment Management reveals its holdings as of September 30, 2026, totaling $346 million in assets under management, reflecting strategic investment positions.
B. Metzler seel. Sohn & Co. AG Files Latest Holdings Report
B. Metzler seel. Sohn & Co. AG has filed its latest 13F report, revealing significant investment positions in various companies.
USL Separate Account RS Files New Registration Statement
USL Separate Account RS files a new registration statement, indicating a proactive approach in the investment landscape.
USL Separate Account RS Files New Registration Statement
USL Separate Account RS has filed a new registration statement, reflecting its efforts to adapt and expand in the investment industry.
USL Separate Account RS Files New Registration Statement
USL Separate Account RS has filed a new registration statement, signaling its commitment to evolving investment options in the market.
Telecom Argentina board member resigns amid leadership changes
Telecom Argentina SA announces the resignation of board member Diego Miguel Bianchi, impacting governance and strategic direction.
Northwest Wealth Management Reports $777M in Holdings
Northwest Wealth Management, LLC reports over $777 million in holdings, reflecting its diverse investment strategy in technology and consumer sectors.
USL Separate Account RS Files Updated Registration Statement
USL Separate Account RS has filed an updated registration statement, marking a significant development in its investment strategy and offerings.
JCIC Asset Management reveals $244.3M in 13F-HR filing
JCIC Asset Management Inc. announces $244.3 million in investments in its latest 13F-HR filing, reflecting trends in the asset management industry.
MSS Series Trust reports financials with $9.8M in net assets
MSS Series Trust reveals financial performance with $9.8 million in net assets, highlighting key investments in major corporations.
NBZ Investment Advisors reports $258.9 million in holdings
NBZ Investment Advisors LLC's latest filing reveals $258.9 million in holdings, highlighting its investment strategies and major positions in key sectors.
MSS Series Trust reports $79.8 million in net assets
MSS Series Trust's NPORT-P filing reveals $79.8 million in net assets for the Towpath Focus Fund, reflecting stability in the investment sector.
Franklin, Parlapiano, Turner & Welch reports $447.5M in assets
Franklin, Parlapiano, Turner & Welch, LLC reports $447.5 million in assets in its latest 13F-HR filing, highlighting key investments in ETFs and major stocks.
HSBC Bank PLC Files Amended Submission for Compliance
HSBC Bank PLC files an amended submission to meet U.S. regulations for non-U.S. swap dealers, reinforcing its commitment to compliance.
Attestor Services Ltd files 13F notice, signals investment shift
Attestor Services Ltd has filed a 13F notice, indicating a strategic shift in its investment approach, reflecting trends in the investment management industry.