SkyOak Wealth reports $615.6M in latest 13F filing
SkyOak Wealth, LLC's recent 13F filing shows $615.6M in investments, highlighting its strategic positioning in wealth management and diverse portfolio.
Donor Advised Charitable Giving reports $5B in holdings
Donor Advised Charitable Giving, Inc. discloses over $5 billion in holdings, showcasing its investment strategy and commitment to charitable initiatives.
ProShares Trust Reports on Cryptocurrency Investments
ProShares Trust's latest filing reveals significant details on its cryptocurrency investments and overall asset management strategy.
Clear Creek Financial Management reveals $1.3B in holdings
Clear Creek Financial Management, LLC's latest 13F filing shows over $1.3 billion in assets, reflecting its investment strategy and market positioning.
Themes ETF Trust Delays Registration for Bitcoin ETFs
Themes ETF Trust has announced a delay in the registration of three Bitcoin volatility ETFs, impacting investor expectations and the competitive ETF landscape.
Verde Capital Management reports $572M in Q3 holdings
Verde Capital Management's recent filing shows $572M in assets, highlighting major tech investments and trends in the investment management industry.
Themes ETF Trust delays effectiveness of registration statement
Themes ETF Trust has filed to delay the effectiveness of its registration statement for eight proposed ETF series until November 27, 2026.
Cutler Investment Counsel reports over $1 billion in holdings
Cutler Investment Counsel LLC reveals its investment holdings valued at over $1 billion as of September 30, 2026, reflecting strategic asset management.
Sidoxia Capital Management files 13F-HR report for Q3 2026
Sidoxia Capital Management's latest 13F-HR filing reveals key investment positions as of September 30, 2026, showcasing its strategy in a competitive market.
Waterway Wealth Management reports $527.9M in holdings
Waterway Wealth Management's latest 13F-HR filing shows $527.9 million in holdings, reflecting strategic investment choices in a competitive wealth management sector.
LFG Wealth Partners reports $240 million in investment holdings
LFG Wealth Partners, LLC files 13F-HR, revealing over $240 million in investments as of September 30, 2026, including major tech and healthcare companies.
Primoris Wealth Advisors reports $214.7 million in holdings
Primoris Wealth Advisors, LLC's latest 13F-HR filing shows $214.7 million in holdings, reflecting its investment strategy and market positioning.
Park Edge Advisors Reports $474 Million in Investments
Park Edge Advisors, LLC discloses $474 million in investments, including major stakes in Apple and Amazon, in its latest 13F-HR filing.
StableCoinX Inc. shares investor presentation in SEC filing
StableCoinX Inc. has posted an investor presentation, emphasizing transparency and strategic direction in the finance services sector.
Tidal Trust II files new summary prospectus for ETF
Tidal Trust II has filed a new summary prospectus for its Blueprint Chesapeake Multi-Asset Trend ETF, focusing on capital preservation and growth.
Tidal Trust II files summary prospectus for new ETF
Tidal Trust II has filed a summary prospectus for its Cambria Chesapeake Pure Trend ETF, outlining investment strategies and objectives.
Enlivex advances Phase 2b trial of Allocetra for knee osteoarthritis
Enlivex Ltd. reports progress in its Phase 2b trial for Allocetra™, targeting knee osteoarthritis, with 135 patients randomized.
Alliance Wealth Advisors files 13F-HR report with $548M in assets
Alliance Wealth Advisors, LLC reports $548 million in assets in its latest 13F-HR filing, showcasing investments in major companies like Apple and Amazon.
Wu Yuao Reports Major Share Transactions in Amber International
Wu Yuao's recent share transactions in Amber International highlight significant ownership changes that may impact the finance services industry.
Eightco Holdings sets date for Annual Meeting of Stockholders
Eightco Holdings Inc. announces its Annual Meeting of Stockholders for December 11, 2026, to discuss key proposals and company updates.