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Wednesday, November 4, 2026

Markets

Rates, jobs, and market-wide news

Talcott Resolution Life Insurance Co Updates Investment Strategies

Talcott Resolution Life Insurance Co Separate Account 11 files definitive materials, highlighting updates to its investment strategies and commitment to transparency.

BAYPOINTE PARTNERS LLC Files Latest 13F-HR Report

BAYPOINTE PARTNERS LLC has submitted its 13F-HR report, revealing its investment holdings as of September 30, 2026, impacting the financial services sector.

Verger Capital Management files quarterly 13F-HR report

Verger Capital Management LLC submits its 13F-HR report, revealing investment holdings as of September 30, 2026, highlighting its strategies in the financial sector.

ONE Advisory Partners files quarterly 13F-HR report

ONE Advisory Partners, LLC submits its quarterly 13F-HR report, revealing key investment holdings and strategies as of September 30, 2026.

WP Advisors, LLC files quarterly 13F-HR report for Q3 2026

WP Advisors, LLC has submitted its 13F-HR report for Q3 2026, showcasing its institutional investment holdings and strategies.

Graphene Investments SAS files quarterly 13F-HR report

Graphene Investments SAS has filed its quarterly 13F-HR report, detailing its investment holdings as of September 30, 2026.

Jasper Therapeutics files definitive proxy statement for vote

Jasper Therapeutics has filed a definitive proxy statement, detailing proposals for its upcoming shareholder meeting, impacting corporate governance in the biotech sector.

OCM Mutual Fund Reports Monthly Portfolio Investments

OCM Mutual Fund's latest filing reveals insights into its investment strategies as of August 31, 2026, showcasing transparency in the mutual fund industry.

Strategic Planning Group files quarterly report on holdings

Strategic Planning Group, LLC files its quarterly report detailing holdings as of September 30, 2026, reflecting ongoing investment strategies.

Redstone Wealth Management files quarterly 13F-HR report

Redstone Wealth Management's latest 13F-HR report reveals key investment holdings, providing insight into its strategy and the wealth management sector.

KBC Asset Management files quarterly report on investments

KBC Asset Management NV has filed its quarterly report, detailing investment activities as of September 30, 2026, reflecting ongoing transparency in the asset management sector.

SageSpring Wealth Partners files quarterly 13F-HR report

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

Axxion S.A. files quarterly report detailing investments

Axxion S.A. has filed its quarterly report, revealing its investment holdings as of September 30, 2026, reflecting its strategic market positioning.

Dillon & Associates files quarterly report on holdings

Dillon & Associates Inc. files its quarterly report, revealing investment holdings as of September 30, 2026, impacting stakeholders and the institutional investment sector.

Indiana Trust files quarterly report revealing investment holdings

Indiana Trust & Investment Management Co files its quarterly report, detailing investment holdings as of September 30, 2026, impacting the financial services sector.

Tema ETF Trust Files Summary Prospectus for New ETF

Tema ETF Trust has filed a summary prospectus, signaling an important update in its investment offerings and reflecting industry trends in transparency.

Kopp Family Office files quarterly report on investments

Kopp Family Office, LLC has filed its quarterly report, detailing investment holdings as of September 30, 2026, highlighting industry trends.

Allspring Funds Trust Files Post-Effective Amendment

Allspring Funds Trust has filed a post-effective amendment to its registration statement, indicating updates to its fund offerings.

Lawson Kroeker Investment Management files quarterly report

Lawson Kroeker Investment Management Inc. has filed its latest quarterly report, revealing its investment holdings as of September 30, 2026.

Tema ETF Trust Files New Summary Prospectus for ETF

Tema ETF Trust has filed a new summary prospectus, highlighting its investment strategies and offerings in the competitive ETF market.

Financialist News Desk

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