Bauman Advisory Group Reports $202.85M in Holdings
Bauman Advisory Group, LLC disclosed its holdings worth $202.85 million as of September 30, 2026, showcasing its investment strategy and compliance.
Mountain Pacific Investment Advisers reports $609.57M assets
Mountain Pacific Investment Advisers LLC files 13F-HR, revealing $609.57 million in assets under management as of September 30, 2026.
VIRTU AMERICAS LLC updates trading operations with ATS-N/MA
VIRTU AMERICAS LLC files ATS-N/MA, enhancing trading operations and algorithmic data disclosures, impacting competitors in the financial services sector.
Simplify Exchange Traded Funds Files New Prospectus for ETF
Simplify Exchange Traded Funds has filed a new prospectus for its Simplify Propel Opportunities ETF, emphasizing its investment strategies and risks.
Koshinski Asset Management reports $1.91B in 13F-HR filing
Koshinski Asset Management, Inc. files 13F-HR report revealing $1.91 billion in assets under management, showcasing diverse investment strategies.
Saratoga Advantage Trust reports financial update for Q3 2026
Saratoga Advantage Trust files NPORT-P, revealing financials for Q3 2026, including total assets of $35 million and liabilities of $139,909.
VASO Corp files definitive materials for annual meeting
VASO Corp has filed definitive additional materials for its annual meeting, detailing director elections and proposals for shareholders.
Simplify Exchange Traded Funds files summary prospectus for ETF
Simplify Exchange Traded Funds files a summary prospectus for the Simplify Health Care ETF, effective November 1, 2026, focusing on health care investments.
Eldridge Dynamic Income Fund files application for changes
Eldridge Dynamic Income Fund has filed an application with the SEC, indicating significant operational changes following recent name adjustments.
VASO Corp schedules annual stockholder meeting for December
VASO Corp has set its annual stockholder meeting for December 8, 2026, to vote on key governance matters, including director elections.
Integrity Alliance, LLC Reports Latest 13F-HR Filing
Integrity Alliance, LLC has filed its 13F-HR report, detailing significant investment holdings and reflecting its strategic positioning in the financial services sector.
Caitong International Asset Management reports $1B in holdings
Caitong International Asset Management reveals over $1 billion in assets in its latest SEC filing, showcasing its investment strategies and market position.
Appian Way Asset Management reports no holdings in latest filing
Appian Way Asset Management LP's recent filing reveals no holdings as of September 30, 2026, raising questions about its investment strategy.
Integrity Advisory Solutions reports $952.94M in holdings
Integrity Advisory Solutions, LLC files 13F report revealing $952.94 million in holdings, showcasing its investment strategy in the financial services sector.
Rudd Co d/b/a Styre Wealth reports $102M in holdings
Rudd Co d/b/a Styre Wealth disclosed over $102 million in investments in its latest SEC filing, reflecting strategic positioning in the financial services sector.
Spectrum Wealth Advisory Group reveals $354M in Q3 holdings
Spectrum Wealth Advisory Group's latest 13F-HR filing shows $353.98 million in holdings, including major stakes in Alphabet, Amazon, and Apple.
Anderson Evans Kephart Files Form 3 Indicating Ownership Change
Anderson Evans Kephart files a Form 3 with the SEC, indicating a change in ownership, reflecting strategic moves in the real estate investment sector.
Montag A & Associates Inc. reports $2.3 billion portfolio
Montag A & Associates Inc. reveals a $2.3 billion investment portfolio in its latest SEC filing, highlighting key holdings in major tech and consumer companies.
O'Domhnaill Enterprises reports $129.8M in holdings
O'Domhnaill Enterprises, Inc. discloses $129.8 million in holdings, reflecting a strategic focus on technology and consumer goods in its latest SEC filing.
Hartline Investment Corp. Reports Q3 2026 13F Holdings
Hartline Investment Corp. disclosed its Q3 2026 13F holdings, totaling approximately $969 million in assets, reflecting its investment strategy.