Bull Street Advisors, LLC has submitted its quarterly 13F-HR report, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides transparency into the firm's investment strategies and portfolio adjustments, which can impact market trends and inform competitors in the investment management sector.
Background
Bull Street Advisors, LLC is an institutional investment manager based in Savannah, Georgia. The firm specializes in managing investment portfolios for various clients. As of its latest filing, Bull Street Advisors has a history of submitting 13F-HR reports, with the most recent filings occurring on October 20, 2026, July 28, 2026, and April 24, 2026.
What the Filing Says
The filing, dated October 20, 2026, does not provide detailed information about specific holdings or changes in the portfolio. It states, "Filing Date: 2026-10-20" and "Period of Report: 2026-09-30," indicating the timeframe for the reported investments.
Impact
This filing may affect various stakeholders, including investors, analysts, and competitors in the investment management industry. By reviewing Bull Street Advisors' holdings, competitors can gain insights into market trends and investment strategies that may influence their own decision-making.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR filing by Bull Street Advisors, LLC was officially accepted on October 20, 2026, at 12:39:16 PM. This indicates that the firm complied with the SEC's deadlines for reporting its investment holdings for the period ending September 30, 2026.
Contact Information
Bull Street Advisors, LLC is located at 500 Commercial Ct, Suite 4, Savannah, GA 31406. The firm can be reached at the phone number 912-441-5185. This information may be useful for stakeholders looking to establish direct communication with the firm.
Company Information
The firm is identified with a Central Index Key (CIK) of 0001790837 and has an Employer Identification Number (EIN) of 834489500. Bull Street Advisors is incorporated in Georgia and has a fiscal year ending on December 31.
As a 13F-HR filer, Bull Street Advisors is required to disclose its equity holdings on a quarterly basis, which helps maintain transparency in the financial markets.
Missing Information
While the filing provides essential details about the firm's compliance and contact information, it does not include specific information about the individual securities held, their values, or any changes in the portfolio compared to previous quarters.