Code Waechter LLC has submitted its quarterly report, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insight into the company's investment strategies and positions within the competitive landscape of the investment management industry.
Background
Code Waechter LLC, classified under the "other" entity type, is based in Tampa, Florida. The company has been active in filing various reports, with its most recent submission being a 13F-HR form on October 23, 2026. This filing follows a series of quarterly reports, indicating a consistent approach to regulatory compliance and transparency.
What the Filing Says
The recent filing, accession number 0002039212-26-000004, includes details of the company's investment holdings as of the end of September. However, specific details regarding the holdings were not available in the SEC filing.
Impact
This filing may affect various stakeholders, including investors, analysts, and competitors in the investment management sector. The information disclosed can provide insights into the company's strategic direction and investment focus, which may influence market perceptions and competitive strategies.
What's Next
The filing does not say what happens next.
Filing Details
The filing was accepted on October 23, 2026, at 16:23:25, indicating a timely submission in accordance with SEC regulations. It consists of two documents, including the primary report and an information table, which typically details the securities held by the institution.
Company Information
Code Waechter LLC is registered under the Central Index Key (CIK) number 0002039212. The company has its business address at 4890 W. Kennedy Blvd., Suite 680, Tampa, FL 33609, and can be reached at the phone number 813-287-8775. It is incorporated in Florida and operates on a fiscal year ending December 31.
Additional Insights
While the filing does not disclose specific investment holdings or strategies, it is categorized as a 13F-HR form, which is typically filed by institutional investment managers that manage over $100 million in securities. This classification suggests that Code Waechter LLC is likely managing substantial assets, which may indicate a level of expertise and experience in the investment management field.
Missing Information
The filing does not provide details on the specific securities held by Code Waechter LLC as of September 30, 2026, nor does it include any commentary on the company’s investment strategy or outlook for future performance.