Fairman Group, LLC has filed its quarterly 13F-HR report, providing details about its investment holdings as of September 30, 2026. This filing is important as it offers insights into the company's investment strategy and portfolio adjustments, which can influence stakeholders and the broader investment community.
Background
Fairman Group, LLC is a company based in Chesterbrook, Pennsylvania. The firm is categorized under the SIC description for institutional investment managers. The recent filings include the 13F-HR report filed on October 26, 2026, and several other filings earlier in the year, reflecting ongoing reporting requirements.
What the Filing Says
The filing, submitted on October 26, 2026, does not provide specific details about the holdings or changes in the portfolio. It simply states that it is a quarterly report filed by institutional managers.
Impact
This filing may affect investors and stakeholders interested in Fairman Group's financial positioning and investment strategies. As an institutional investment manager, the report contributes to the overall transparency in the industry.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR report was filed on October 26, 2026, and covers the period ending September 30, 2026. The filing was accepted by the SEC at 13:45:04 on the same day, indicating a timely submission in compliance with regulatory requirements.
Company Information
Fairman Group, LLC has a Central Index Key (CIK) number of 0002016719 and is registered with the IRS under the Employer Identification Number (EIN) 481259643. The company is incorporated in Pennsylvania and has a fiscal year ending on December 31.
Document Overview
The filing includes two main documents: the primary report in both HTML and XML formats and an information table. The information table, which is essential for understanding the specific holdings, is accessible in both HTML and XML formats, with the XML document being 187,845 bytes in size.
Contact Information
Fairman Group, LLC's business address is 1200 Liberty Ridge Drive, Suite 320, Chesterbrook, PA 19087. The company can be reached at the phone number 610-889-7300.
Missing Information
The filing does not provide specific details regarding the individual holdings or any changes in the portfolio, which limits insights into Fairman Group's investment strategies and asset allocation for the reported period.