Doherty & Associates Ltd. has submitted a 13F notice for the third quarter of 2026, detailing changes in its investment portfolio. This filing is significant as it provides insights into the company's investment strategy and portfolio adjustments.

Doherty & Associates Ltd. is based in Ottawa, with its business address listed as 56 Sparks Street, Suite 700. The company is categorized under the SEC filings with a Central Index Key (CIK) of 0002010017. The latest filing was made on November 3, 2026, and represents the period ending September 30, 2026.

The filing indicates that the report is a 13F notice, which reflects the company's investment holdings as of the end of the reporting period. The filing does not provide specific details about the changes in holdings or the overall value of the investments.

This update may affect various stakeholders, including investors and analysts who track the investment management sector. The presence of AGF Management Ltd. as another manager noted in the filing suggests a competitive environment within the industry.

The filing does not say what happens next.

Filer Information

The filing was signed by Ian Sterling, who holds the position of President at Doherty & Associates Ltd. His contact number is listed as 613-238-6727, and the signature was dated November 3, 2026.

Company Details

Doherty & Associates Ltd. is incorporated in the state represented by the code A6, and its fiscal year ends on November 30. The company operates from its office located at 56 Sparks Street, Suite 700, Ottawa, A6, K1P 5A9.

Other Managers

The filing also references AGF Management Ltd., which is noted as another investment manager with a separate SEC file number of 028-23074. This indicates a collaborative or competitive relationship within the investment management landscape.

The filing does not disclose specific changes in investment holdings or the total value of the portfolio, limiting insights into the company's strategic adjustments during the reporting period.