Strategy Inc Announces Special Meeting of Shareholders
Strategy Inc reveals details of its upcoming Special Meeting of Shareholders, impacting its future direction and the finance services industry.
Yarbrough Capital reports $3.58 billion in holdings
Yarbrough Capital, LLC files its 13F-HR, revealing $3.58 billion in holdings as of September 30, 2026, with a focus on technology and finance sectors.
Vantage Investment Partners discloses $1.6B in holdings
Vantage Investment Partners reveals over $1.6 billion in assets in its latest 13F filing, highlighting key investments in major companies.
Arbor Wealth Management Reports $111 Million in Assets
Arbor Wealth Management LLC files 13F-HR, reporting over $111 million in assets as of September 30, 2026, reflecting its investment strategy in the financial sector.
USCF Advisers reports holdings in ProShares Ultra Bitcoin ETF
USCF Advisers LLC's latest filing reveals a focus on cryptocurrency through its investment in the ProShares Ultra Bitcoin ETF, signaling strategic positioning.
Tenet Wealth Partners reports quarterly holdings for Q3 2026
Tenet Wealth Partners, LLC disclosed its quarterly holdings with a total value of $142.3 million, reflecting its investment strategy as of September 30, 2026.
ABC ARBITRAGE SA Reports Over $1 Billion in Holdings
ABC ARBITRAGE SA's latest SEC filing reveals over $1 billion in holdings, reflecting its strategic investments in the asset management sector.
Kercheville Advisors reports $361.4 million in assets in Q3
Kercheville Advisors, LLC's 13F-HR filing reveals $361.4 million in assets as of September 30, 2026, across 119 positions, impacting the investment management sector.
Paragon Private Wealth Management Reports $325.8M in 13F-HR
Paragon Private Wealth Management files 13F-HR, reporting $325.8 million in investments as of September 30, 2026, highlighting its strategic portfolio management.
Fortitude Financial reveals $213M in latest holdings report
Fortitude Financial, LLC discloses over $213 million in holdings in recent SEC filing, showcasing key investments in major companies.
iShares Trust files registration for Bitcoin Managed ETF
iShares Trust has filed a registration statement for the iShares Bitcoin Managed Protection ETF, reflecting growth in cryptocurrency investment options.
Provident Wealth Management reports $282.19M in investments
Provident Wealth Management's latest 13F-HR filing shows $282.19 million in investments, reflecting its strategic positioning in the investment management industry.
Crown Wealth Group reveals $403 million in latest holdings
Crown Wealth Group, LLC's recent filing shows over $403 million in holdings, reflecting its investment strategy and competitive position in asset management.
Kagan Cocozza Asset Management Reports Q3 Holdings
Kagan Cocozza Asset Management reveals its Q3 2026 holdings, showing significant investments in major tech and consumer companies.
ETF Series Solutions Sets New Effective Date for ETFs
ETF Series Solutions has filed a post-effective amendment for its ETFs, setting a new effective date and impacting the investment management industry.
CWA Asset Management Group reports $3.39 billion in holdings
CWA Asset Management Group, LLC disclosed its latest holdings valued at $3.39 billion, reflecting strategic investments in the financial services sector.
Yorkville America Investment Trust Files New Registration Statement
Yorkville America Investment Trust has submitted a new registration statement to the SEC, marking a significant step in its investment strategy.
Worth Financial Advisory Group reports $241.8M in assets
Worth Financial Advisory Group, LLC reports $241.8 million in assets under management in its latest 13F-HR filing, reflecting its investment strategy.
Equita Financial Network reports Q3 2026 holdings
Equita Financial Network disclosed its Q3 2026 holdings, totaling over $353 million, reflecting its investment strategy and market positioning.
Orin Green Financial reports $266.5M in latest 13F-HR filing
Orin Green Financial, LLC disclosed a total investment value of $266.5 million in its latest 13F-HR filing, focusing on leading tech and consumer stocks.