Auctus Advisors LLC has recently submitted its quarterly 13F-HR report, which outlines its investment holdings as of September 30, 2026. This filing is crucial as it provides insight into the company's investment strategies and portfolio management, reflecting its positioning in the financial advisory industry.
Background
Auctus Advisors LLC is an institutional investment manager based in Charlotte, North Carolina. The company primarily engages in investment advisory services, focusing on managing assets for various clients. The firm has filed multiple 13F-HR reports, with the latest submission dated October 23, 2026, following previous filings on August 6, 2026, April 24, 2026, and January 14, 2026.
What the Filing Says
The filing, submitted under accession number 0002042516-26-000005, does not provide detailed information regarding specific holdings or investment strategies. It serves as a formal report of Auctus Advisors' institutional investment positions as of the end of the third quarter of 2026.
Impact
This filing may affect various stakeholders, including clients of Auctus Advisors, who rely on the firm's investment decisions. Additionally, it provides competitors and market analysts with insights into Auctus Advisors' investment trends and strategies within the asset management sector.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR report was filed on October 23, 2026, and accepted on the same day at 16:27:59. This report covers the period ending September 30, 2026, and indicates that Auctus Advisors LLC has made significant updates to its portfolio during this timeframe.
Company Information
Auctus Advisors LLC is registered under the Central Index Key (CIK) number 0002042516, and its Employer Identification Number (EIN) is 821163922. The firm is incorporated in North Carolina and has a fiscal year that ends on December 31. The business address is listed as 325 Arlington Avenue, Suite 625, Charlotte, NC 28203, with a contact number of 704-533-9880.
Document Availability
The filing includes two primary documents: the main 13F-HR report and an information table. The information table is particularly important as it details the specific securities held by Auctus Advisors as of the reporting date. These documents are accessible in both HTML and XML formats for public viewing.
Additional Insights
While the filing provides a snapshot of Auctus Advisors' holdings, it does not elaborate on specific investment strategies or the rationale behind the investment decisions made during the quarter. Stakeholders may need to refer to additional reports or disclosures for a comprehensive understanding of the firm's strategic direction.