The American Institute for Advanced Investment Management, LLP, has recently submitted its 13F-HR report, revealing its investment holdings as of September 30, 2026. This filing is crucial as it provides transparency regarding the firm's investment strategies and portfolio management practices.

According to the filing, the firm reported a total investment value of approximately $172.8 million across 158 positions. This update is significant not only for the firm but also for the investment management industry as it highlights the ongoing regulatory requirements for transparency and accountability.

Background

American Institute for Advanced Investment Management, LLP, is a registered investment manager based in Scottsdale, Arizona. The firm operates under the Central Index Key (CIK) number 0001805824. It is classified under the entity type "other" and has been actively filing 13F reports, with the latest submission dated November 3, 2026. The firm’s fiscal year ends on December 31.

What the Filing Says

The 13F-HR report filed by the American Institute for Advanced Investment Management indicates that the firm has a total of 158 positions, with a total value of $172,822,772. The report is not an amendment, and the filing manager is Philip L. Nagel, who serves as the Chief Compliance Officer.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors within the investment management industry. By disclosing its holdings, the firm provides insights into its investment strategies, which can influence market perceptions and competitive positioning.

What's Next

The filing does not say what happens next.