Dixon Financial Services, Inc. has filed its latest 13F-HR report, providing a snapshot of its investment holdings as of September 30, 2026. This filing is crucial for understanding the company's portfolio management strategies and investment focus in the financial services industry.
Background
Dixon Financial Services, Inc. is categorized as an institutional investment manager. It is based in Lafayette, California, and has been active in filing various reports with the SEC, including multiple 13F-HR filings throughout the year. The company’s recent filings include a 13F-HR on October 23, 2026, and previous filings on July 14, 2026, and April 15, 2026.
What the Filing Says
The 13F-HR report filed on October 23, 2026, indicates the period of the report ended on September 30, 2026. However, specific details regarding the holdings or changes in the portfolio were not available in the SEC filing.
Impact
This filing is significant for stakeholders, including investors and analysts, who are interested in understanding the investment strategies employed by Dixon Financial Services. It may also impact competitors in the financial services sector as they analyze Dixon's investment trends and portfolio adjustments.
What's Next
The filing does not say what happens next.
Filing Details
The filing date for Dixon Financial Services' 13F-HR report was October 23, 2026, and it was accepted on the same day at 16:22:49. The report covers the period ending September 30, 2026, and includes a total of two documents submitted to the SEC.
Company Information
Dixon Financial Services, Inc. is incorporated in California and has a fiscal year that ends on December 31. The company's Central Index Key (CIK) is 0001909993, and its Employer Identification Number (EIN) is 680223404. The filing type is categorized under 13F-HR, which is specific to institutional investment managers.
Contact Information
The mailing and business address for Dixon Financial Services is 875 Las Trampas Road, Lafayette, CA 94549. The company can be reached at the phone number 925-283-3104.
Document Access
The filing includes several documents, including the primary report in both HTML and XML formats, as well as an information table. The complete submission text file is also available for review, providing further details on the holdings and investment strategies.
It is important to note that the filing does not provide specific details on the investment holdings or any changes in the portfolio, which may be of interest to analysts and investors.