SHF Holdings files additional definitive proxy materials
SHF Holdings, Inc. has filed additional definitive proxy materials, signaling ongoing governance activities and transparency in the finance services sector.
Federated Hermes MDT Series Files Notice to Register Shares
Federated Hermes MDT Series files a notice under Rule 24f-2 to register additional shares, reflecting growth and investment strategy commitment.
John Hancock Exchange-Traded Fund Trust Files Amendment
John Hancock Exchange-Traded Fund Trust files a post-effective amendment, signaling updates to its investment strategies and offerings.
Retirement Solution LLC files quarterly 13F-HR report
Retirement Solution LLC has submitted its quarterly 13F-HR report, showcasing its investment holdings and commitment to transparency.
Lattice Strategies Trust Files Additional Proxy Materials
Lattice Strategies Trust submits additional proxy materials, highlighting its commitment to transparency and corporate governance in the investment management sector.
Ameliora Wealth Management files quarterly report on holdings
Ameliora Wealth Management Ltd. files its quarterly report detailing investment holdings as of September 30, 2026, impacting the asset management industry.
Bull Street Advisors files quarterly 13F-HR report
Bull Street Advisors, LLC has filed its quarterly 13F-HR report, revealing its investment holdings as of September 30, 2026.
Tidal Trust V files certification of no changes in materials
Tidal Trust V certifies no changes in definitive materials, ensuring stability in its investment offerings and reflecting its commitment to transparency.
Nova R Wealth files quarterly 13F-HR report for Q3 2026
Nova R Wealth, Inc. has submitted its quarterly 13F-HR report, detailing its investment holdings as of September 30, 2026.
WAFD Inc. Files Additional Proxy Materials for Shareholders
WAFD Inc. has submitted additional definitive proxy materials, signaling important corporate governance actions for shareholders.
First Horizon Corp files quarterly 13F-HR report
First Horizon Corp's recent 13F-HR filing provides insights into its institutional holdings and strategic positioning in the National Commercial Banks sector.
Harbor Asset Planning files quarterly report on holdings
Harbor Asset Planning, Inc. files its quarterly report detailing institutional holdings as of September 30, 2026, reflecting transparency in investment strategies.
Saturna Investment Trust files monthly portfolio report
Saturna Investment Trust has submitted its monthly portfolio investments report, showcasing its commitment to transparency and operational strategies.
Southern Capital Advisors files quarterly 13F-HR report
Southern Capital Advisors, LLC has submitted its quarterly 13F-HR report, revealing its investment holdings as of September 30, 2026.
Roundhill ETF Trust Files New Effective Date for Amendment
Roundhill ETF Trust updates its investment strategies with a new effective date for its post-effective amendment, reflecting industry trends.
PTM Wealth Management files quarterly 13F-HR report
PTM Wealth Management, LLC has submitted its quarterly 13F-HR report, showcasing its investment holdings as of September 30, 2026.
Kirr Marbach & Co LLC files quarterly investment report
Kirr Marbach & Co LLC has filed its quarterly report, revealing insights into its investment strategy and portfolio as of September 30, 2026.
Investment Managers Series Trust II Updates Effective Date
Investment Managers Series Trust II has filed a new effective date for a post-effective amendment, signaling potential updates to its investment offerings.
Investment Managers Series Trust II Files Post-Effective Amendment
Investment Managers Series Trust II has filed a post-effective amendment, signaling ongoing compliance with regulatory standards in the investment sector.
Silver Bow Mining amends asset purchase agreement
Silver Bow Mining Corp. has filed a definitive proxy statement for an amendment to an asset purchase agreement, signaling strategic growth.