Mount Vernon Associates files quarterly report on holdings
Mount Vernon Associates Inc. has filed its latest quarterly report, revealing key updates on its institutional holdings and financial positioning.
Great Lakes Retirement files latest 13F-HR report
Great Lakes Retirement, Inc. has submitted its 13F-HR report, revealing key investment holdings as of September 30, 2026.
BBR ALO Fund files definitive proxy statement for shareholders
BBR ALO Fund, LLC has filed a definitive proxy statement, indicating upcoming shareholder meetings and governance decisions.
CPG Vintage Access Fund VII files additional proxy materials
CPG Vintage Access Fund VII, LLC files additional definitive proxy materials, emphasizing transparency and governance in the investment management industry.
Deutsche DWS State Tax-Free Income Series Files Monthly Report
Deutsche DWS State Tax-Free Income Series submits its latest monthly portfolio investments report, highlighting its ongoing investment strategy and transparency.
DWS Municipal Income Trust Files Monthly Portfolio Report
DWS Municipal Income Trust has submitted its monthly portfolio investments report, shedding light on its investment strategies and industry trends.
Commonwealth Retirement Investments files quarterly report
Commonwealth Retirement Investments LLC files its quarterly report, detailing holdings and reflecting its investment strategies as of September 30, 2026.
Deutsche DWS Asset Allocation Trust Files Monthly Report
Deutsche DWS Asset Allocation Trust has submitted its monthly portfolio investments report, shedding light on its investment strategies and market positioning.
Deutsche DWS Municipal Trust Files Monthly Portfolio Report
Deutsche DWS Municipal Trust has submitted its monthly portfolio investments report, shedding light on its financial strategies and market positioning.
Willow Creek Wealth Management reports quarterly holdings
Willow Creek Wealth Management Inc. files quarterly report revealing holdings as of September 30, 2026, impacting investor confidence in the wealth management sector.
Curat Global files quarterly report on investment holdings
Curat Global, LLC has filed its quarterly report on investment holdings, reflecting its ongoing commitment to transparency in the institutional investment sector.
Busey Bank files latest 13F-HR report for Q3 2026
Busey Bank has submitted its 13F-HR report, detailing institutional holdings as of September 30, 2026, reflecting its investment strategy and transparency.
Valley Brook Capital files quarterly 13F-HR report
Valley Brook Capital Group, Inc. files its quarterly 13F-HR report, detailing investment holdings and reflecting on its strategy in the financial services sector.
THOR Financial Technologies Trust Files Monthly Portfolio Report
THOR Financial Technologies Trust submits its monthly portfolio investments report, shedding light on its investment activities and strategies.
Nicholas Wealth files quarterly report detailing holdings
Nicholas Wealth, LLC. filed its quarterly report, revealing investment holdings as of September 30, 2026, impacting the financial services sector.
Principal Funds files latest monthly portfolio investment report
Principal Funds, Inc. has submitted its monthly portfolio investment report, highlighting key investment strategies and trends in the bond market.
Sterling Wealth Management files quarterly 13F-HR report
Sterling Wealth Management, Inc. files its quarterly 13F-HR report, revealing institutional investment holdings and strategies as of September 30, 2026.
THOR Financial Technologies Trust Files Monthly Portfolio Report
THOR Financial Technologies Trust submits its monthly portfolio investments report, showcasing transparency and ongoing investment strategies.
Highland Capital Management files latest 13F-HR report
Highland Capital Management, LLC submits its 13F-HR report, revealing investment holdings and strategies as of September 30, 2026.
Regents of University of California files quarterly holdings report
The Regents of the University of California submitted their quarterly report detailing institutional holdings as of September 30, 2026.