Gritstone Asset Management has filed its quarterly report, known as a Form 13F-HR, detailing its holdings as of September 30, 2026. This filing is important as it provides insights into the company's investment strategies and portfolio adjustments in a dynamic market environment.
Background
Gritstone Asset Management LLC is an institutional investment manager based in Bethesda, Maryland. The firm is classified under the SIC code for asset management, focusing on managing investments for clients. Recent filings include a series of 13F-HR reports, with the latest submission dated October 26, 2026, and an earlier report on August 6, 2026.
What the Filing Says
The filing indicates that Gritstone Asset Management has reported its holdings as of September 30, 2026. Although specific details regarding the assets and their values were not disclosed in the filing, it is a standard practice for institutional managers to provide this information to the SEC.
Impact
This filing may affect various stakeholders, including investors, analysts, and competitors within the asset management industry. By examining Gritstone's reported holdings, other firms can gain insights into market trends and potential investment strategies.
What's Next
The filing does not say what happens next.
Filing Details
The Form 13F-HR was filed on October 26, 2026, and covers the reporting period ending September 30, 2026. This filing is a requirement for institutional investment managers, providing a snapshot of their equity holdings.
Contact Information
Gritstone Asset Management is located at 4800 Hampden Lane, Suite 200, Bethesda, MD 20814. The firm can be reached at the phone number 240-470-7001.
Company Information
Gritstone Asset Management LLC is registered with the SEC under the Central Index Key (CIK) number 0001964236. The firm operates under the Employer Identification Number (EIN) 825069662 and was incorporated in Delaware. Its fiscal year ends on December 31.
Document Access
The filing includes multiple document formats, such as primary documents and an information table, which can be accessed through the SEC's EDGAR system. The complete submission text file is also available for further details.
What the Filing Does Not Include
The filing does not disclose specific asset values or the detailed composition of Gritstone's investment portfolio. Additionally, it lacks forward-looking statements or insights into future investment strategies.