Approach Retirement Advisors, LLC has submitted its quarterly 13F-HR report for the period ending September 30, 2026. This filing is crucial as it reveals the investment holdings of the firm, providing insights into its strategies and market positioning.
Background
Approach Retirement Advisors, LLC is a financial advisory firm based in Vestavia, Alabama. The company focuses on retirement planning and investment management. It has recently filed several 13F-HR reports, with the latest submission dated October 22, 2026. Other recent filings include those on July 15, 2026, April 14, 2026, and January 29, 2026.
What the Filing Says
The filing, dated October 22, 2026, indicates that it is a quarterly report submitted by institutional managers. However, specific details regarding the holdings or investment strategies were not available in the SEC filing.
Impact
This filing may affect clients and investors who are interested in the investment strategies of Approach Retirement Advisors. Additionally, other firms in the financial advisory sector may analyze this report to understand market trends and competition.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR filing was accepted on October 22, 2026, at 16:09:27 and pertains to the period ending September 30, 2026. This report is part of a series of quarterly submissions by Approach Retirement Advisors, LLC, reflecting their ongoing investment management activities.
Company Information
Approach Retirement Advisors, LLC is registered with a Central Index Key (CIK) of 0002106948 and has an Employer Identification Number (EIN) of 465009625. The firm is incorporated in Alabama, with its fiscal year ending on December 31.
Contact Information
The firm's business address is 3928 Cypress Drive, Suite 150, Vestavia, AL 35243. They can be reached at the phone number 205-588-8637.
Missing Information
The filing does not include specific details regarding the asset holdings or the investment strategies employed by Approach Retirement Advisors, LLC, which limits the insights that can be drawn about their market positioning.