HeartSciences Files Definitive Additional Proxy Materials
HeartSciences Inc. has filed definitive additional proxy materials, indicating important shareholder decisions ahead in the finance services sector.
CoinShares ETF Trust Files Definitive Materials for ETF
CoinShares ETF Trust files definitive materials for its Bitcoin Mining and Digital Power ETF, marking a significant step in its investment offerings.
Mid-American Wealth Advisory Group reveals $286.6M in holdings
Mid-American Wealth Advisory Group, Inc. reports $286.6 million in holdings as of September 30, 2026, showcasing its investment strategy and transparency.
Shade Tree Advisors reports $186.68M in latest 13F-HR filing
Shade Tree Advisors LLC's recent 13F-HR filing shows $186.68 million in investments, highlighting its strategy in the asset management sector.
Wealth Management Partners reveals $425.7M portfolio value
Wealth Management Partners, LLC disclosed a portfolio worth $425.7 million in its latest SEC filing, highlighting its investment strategy and market position.
Kachkovsky & Fisher reveals Q3 2026 investment holdings
Kachkovsky & Fisher, Inc. reports its Q3 2026 investment holdings with a total value of $109.5 million, highlighting significant positions in major companies.
Yorkville America Investment Trust Sets New Effective Date
Yorkville America Investment Trust announces a new effective date for its investment funds, reflecting ongoing regulatory adaptations in the cryptocurrency sector.
Magnus Financial Group reveals $1.5 billion in holdings
Magnus Financial Group's latest filing shows $1.5 billion in investments, highlighting key positions in major tech and consumer companies.
White Lighthouse Investment Management Reports Q3 Holdings
White Lighthouse Investment Management reveals $829M in holdings as of September 30, 2026, showcasing its investment strategy and market positions.
AFG Fiduciary Services reveals $131.1M in Q3 holdings
AFG Fiduciary Services files 13F-HR, reporting $131.1 million in holdings as of September 30, 2026, reflecting its investment strategies and market positions.
Yorkville America Investment Trust Sets New Effective Date for ETF
Yorkville America Investment Trust has filed a post-effective amendment for its Truth Social Bitcoin and Ether ETF, setting a new effective date.
Mills Wealth Advisors files 13F-HR, reveals $316M in holdings
Mills Wealth Advisors LLC's latest 13F-HR filing shows $316 million in investments across 78 positions, reflecting strategic investment choices.
Short-Term Investments Trust Updates Registration for Fund
Short-Term Investments Trust files a post-effective amendment for its Invesco Stablecoin Reserves Onchain Fund, setting a new effective date.
Carter Financial Group reveals $196M in latest holdings report
Carter Financial Group, INC. discloses over $196 million in holdings in its latest SEC filing, reflecting its investment strategies and market positioning.
Spectrum Strategic Capital Management reveals Q3 2026 holdings
Spectrum Strategic Capital Management discloses its Q3 2026 holdings, totaling over $203 million, highlighting key investments in major tech firms.
Wealthcare Capital Management reports 13F-HR filing for Q3 2026
Wealthcare Capital Management LLC reveals its Q3 2026 investment holdings in a recent 13F-HR filing, showcasing its strategic asset allocations.
First Financial Group Corp reveals $130.87M investment holdings
First Financial Group Corp's latest 13F-HR filing shows $130.87 million in investments, signaling trends in asset management and tech sector focus.
ETF Opportunities Trust Sets New Effective Date for ETF
ETF Opportunities Trust updates registration statement for GSR Crypto StakingMax ETF, marking a strategic move in the evolving investment landscape.
Clarus Group reveals investment holdings in latest filing
Clarus Group, Inc. files its 13F-HR report, detailing $303 million in investments, reflecting its portfolio strategy as of September 30, 2026.
ETF Opportunities Trust updates registration for new ETFs
ETF Opportunities Trust files a registration statement to enhance its ETF offerings, signaling growth in the investment industry.