Boston Trust Walden Corp reports $12.4B in latest 13F filing
Boston Trust Walden Corp discloses $12.4 billion in assets under management in its latest 13F filing, showcasing key investments in major firms.
Guardian Wealth Management reveals $196.5M portfolio in filing
Guardian Wealth Management's latest 13F-HR filing shows a portfolio value of $196.5 million, reflecting its investment strategies and market position.
Starboard Investment Trust files NPORT-P report revealing assets
Starboard Investment Trust's latest NPORT-P filing shows over $85 million in assets and outlines its investment strategies, impacting the investment sector.
Starboard Investment Trust reports financial data for Q3 2026
Starboard Investment Trust reveals financial data, showing $47.97 million in total assets and insights into its fund performance as of Q3 2026.
Netcapital Inc. Receives SEC Staff Action on Compliance
Netcapital Inc. faces SEC scrutiny with a recent staff action, raising compliance concerns in the finance services sector.
Hahn Capital Management reveals latest 13F holdings report
Hahn Capital Management LLC discloses its latest holdings in a 13F filing, showcasing over $170 million in assets under management as of September 30, 2026.
Corbyn Investment Management reports $336M in holdings
Corbyn Investment Management Inc. reveals $336 million in holdings in its latest SEC filing, showcasing its investment strategies and key positions.
Costello Asset Management reports $332 million in holdings
Costello Asset Management's latest 13F filing reveals $332 million in holdings, showcasing its investment strategy and positioning within the asset management industry.
Shelton Funds reports $1.16 billion in assets in latest filing
Shelton Funds reveals total assets of over $1.16 billion in its latest NPORT-P filing, highlighting its position in the investment industry.
Zedge CEO Berger Exercises 465,684 Stock Options
Zedge, Inc. CEO Morris Berger exercises 465,684 stock options, reflecting the company's commitment to leadership incentives in the prepackaged software industry.
Shelton Funds reveals $2.27 billion in assets in latest filing
Shelton Funds reports $2.27 billion in total assets, showcasing its investment strategy and holdings in major companies like T-Mobile and Tesla.
Wealth Group, Ltd. reveals $118 million in latest 13F-HR
Wealth Group, Ltd. files its 13F-HR report, showing $118 million in holdings as of September 30, 2026, with significant investments in major companies.
Goldman Sachs ETF Trust Changes Fund Classification to Non-Diversified
Goldman Sachs ETF Trust has changed its fund classification from diversified to non-diversified, allowing for greater investment concentration.
Shelton Funds Reports Negative Net Assets in Latest Filing
Shelton Funds reveals negative net assets in its latest filing, signaling challenges for small-cap investment funds amid fluctuating market conditions.
BFSG, LLC reports $1.14 billion in holdings as of Q3 2026
BFSG, LLC disclosed its holdings valued at over $1.14 billion as of September 30, 2026, indicating its investment strategies and market positioning.
Goldman Sachs ETF Trust shifts to non-diversified classification
Goldman Sachs ETF Trust changes its classification to non-diversified, allowing for more concentrated investments, impacting investor risk profiles.
Elm Partners Management amends 13F filing with $2.9B holdings
Elm Partners Management LLC updates its 13F filing, reporting over $2.9 billion in holdings, reflecting strategic investment adjustments.
ARRIEN INVESTMENTS reports $195.2 million in holdings
ARRIEN INVESTMENTS, INC. files 13F-HR report, showing $195.2 million in securities as of September 30, 2026, with significant investments in tech and consumer sectors.
Shelton Funds reports financials in latest NPORT-P filing
Shelton Funds releases its latest financial report, detailing significant assets and liabilities in the investment sector.
Shelton Funds Reports Financials in Latest NPORT-P Filing
Shelton Funds discloses financials in NPORT-P filing, showing $115.85 million in assets as of August 31, 2026, highlighting its position in the investment sector.