Blue Jean Financial LLC has filed its quarterly 13F-HR report, revealing its investment holdings as of September 30, 2026. This filing is crucial for understanding the company's investment strategies and market positioning in the financial services sector.
Background
Blue Jean Financial LLC is categorized as an institutional investment manager. The company operates under the Central Index Key (CIK) number 0002047089. The recent filings include a 13F-HR report submitted on October 20, 2026, and prior filings dating back to April 2026.
What the Filing Says
The filing, submitted on October 20, 2026, indicates that it is a quarterly report detailing the holdings of Blue Jean Financial as of September 30, 2026. Specific details regarding the investment holdings were not available in the SEC filing.
Impact
This report may affect investors and analysts who are monitoring trends in institutional investments. As Blue Jean Financial reveals its holdings, other firms in the financial services sector may also adjust their strategies in response to market movements.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR report filed by Blue Jean Financial LLC on October 20, 2026, includes a detailed account of the company's investment holdings as of September 30, 2026. The filing indicates that it contains two documents, one of which is the primary document and the other is the information table, which provides a detailed breakdown of the securities held by the firm.
Company Information
Blue Jean Financial LLC is based in Albany, New York, with its business address listed as 125 Wolf Road, Suite 509, Albany, NY 12205. The firm is registered under the Central Index Key (CIK) number 0002047089 and has an Employer Identification Number (EIN) of 993608656. The company was incorporated in New York and has a fiscal year that ends on December 31.
Document Access
Investors and analysts interested in the specific holdings can access the detailed information table through the SEC's EDGAR database. The filing includes links to both HTML and XML formats of the information table, allowing for easier analysis of the reported holdings.
Additional Context
While the filing provides essential insights into Blue Jean Financial's investment strategies, it does not disclose the specific securities or their respective values held by the firm as of the reporting date. This lack of detail may limit the ability of stakeholders to fully assess the company's investment posture.