William Mack & Associates, Inc. has disclosed its latest 13F-HR report, revealing a total value of $319.27 million in securities as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategy and its holdings in various companies.

The report, filed on October 27, 2026, indicates that the firm holds a diverse range of investments, which may influence market trends in the financial services sector. The filing showcases the firm's active management approach and its ability to adapt to changing market conditions.

Background

William Mack & Associates, Inc. is a Michigan-based investment firm that specializes in managing assets for its clients. The firm operates under the Central Index Key (CIK) number 0002096700 and has a fiscal year ending on December 31. Its recent filings include a series of 13F-HR reports, with the latest one submitted on October 27, 2026.

What the Filing Says

According to the filing, the total number of table entries is 875, and the total value of the holdings is $319,267,927. The report indicates that all investment discretion is held solely by the firm, reflecting its control over the investment decisions made on behalf of its clients.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors in the financial services industry. The insights provided in the report could influence investment strategies and market perceptions regarding the firm's performance and approach.

What's Next

The filing does not say what happens next.