Clicky

Wednesday, November 4, 2026

Markets

Rates, jobs, and market-wide news

Brucke Financial files quarterly 13F-HR report

Brucke Financial, Inc. submits its quarterly 13F-HR report, revealing its investment holdings and strategies in the financial services sector.

Atlas Private Wealth Advisors reports quarterly investment holdings

Atlas Private Wealth Advisors files quarterly report revealing investment holdings as of September 30, 2026, impacting wealth management strategies.

Pavaki Capital Management files quarterly 13F-HR report

Pavaki Capital Management LLC has submitted its 13F-HR report, detailing its investment holdings as of September 30, 2026.

Natural Alternatives International files definitive proxy statement

Natural Alternatives International Inc. files a definitive proxy statement, indicating key decisions for upcoming shareholder meetings and governance.

Lionshead Wealth Management files quarterly 13F-HR report

Lionshead Wealth Management, LLC has filed its quarterly 13F-HR report, detailing its investment holdings as of September 30, 2026.

Transce3nd, LLC files quarterly institutional holdings report

Transce3nd, LLC has submitted its quarterly report detailing institutional holdings, reflecting its investment strategies and market positions.

Tidal Trust III files monthly portfolio investments report

Tidal Trust III has filed its monthly portfolio investments report, offering insights into its holdings and strategies as of August 31, 2026.

Canaan Partners XI LLC files quarterly 13F-HR report

Canaan Partners XI LLC has filed its quarterly 13F-HR report, detailing investment holdings and reflecting its asset management strategy as of September 30, 2026.

Corecam Pte. Ltd. files quarterly report on holdings

Corecam Pte. Ltd. files its quarterly report detailing institutional holdings as of September 30, 2026, reflecting its investment strategy.

BG Investment Services files quarterly report on holdings

BG Investment Services, LLC has filed its quarterly report revealing investment holdings as of September 30, 2026, reflecting ongoing transparency.

Royce Fund Updates Investment Classes in SEC Filing

Royce Fund's latest SEC filing reveals updates on investment classes and series, highlighting the firm's commitment to transparency and investor engagement.

Tidal Trust III submits monthly portfolio investments report

Tidal Trust III files its monthly portfolio investments report, providing insights into its holdings and investment strategies as of August 31, 2026.

Tidal Trust III files monthly portfolio investments report

Tidal Trust III's latest filing reveals its monthly portfolio investments, impacting the investment management sector and providing insights into market trends.

Lucky Strike Entertainment files definitive proxy materials

Lucky Strike Entertainment Corp has filed additional definitive proxy materials, signaling potential changes in corporate governance.

Tidal Trust III Submits Monthly Portfolio Investments Report

Tidal Trust III has filed its monthly portfolio investments report, shedding light on its investment strategies and holdings in the competitive investment sector.

Paradice Investment Management files quarterly report update

Paradice Investment Management Pty Ltd files its quarterly report, offering insights into its investment strategies and holdings in the asset management sector.

FSA Wealth Partners files latest 13F-HR report for Q3 2026

FSA Wealth Partners, Inc. files its 13F-HR report, revealing investment holdings as of September 30, 2026, impacting the wealth management sector.

UniSuper Management files quarterly report on holdings

UniSuper Management Pty Ltd files its quarterly report detailing holdings as of September 30, 2026, impacting the asset management industry.

Morton Capital Management files quarterly report on holdings

Morton Capital Management LLC submits its quarterly report detailing investment holdings as of September 30, 2026, reflecting ongoing strategies in portfolio management.

Forbes Financial Planning reports quarterly holdings for Q3 2026

Forbes Financial Planning, Inc. files quarterly report detailing holdings as of September 30, 2026, reflecting its investment strategies and market position.

Financialist News Desk

Our desk turns official SEC filings into news. Each story is checked against the original filing. About us → · Editorial standards →