Hegarty Advisors, LLC has submitted its quarterly 13F-HR report, providing insights into its investment holdings as of September 30, 2026. This filing is significant as it allows stakeholders to understand the firm's investment strategies and portfolio management decisions.

Background

Hegarty Advisors, LLC is a financial advisory firm based in Garden City, New York. The firm primarily operates in the investment management sector, managing assets for institutional clients. The recent filing history includes a 13F-HR report dated October 20, 2026, along with several other filings, including an N-PX report and additional 13F-HR submissions earlier in the year.

What the Filing Says

The filing, accession number 0002063364-26-000346, was accepted on October 20, 2026. It indicates that Hegarty Advisors is committed to transparency regarding its investment holdings. However, specific details about the holdings were not available in the SEC filing.

Impact

This filing may affect institutional investors and market analysts who rely on such disclosures to gauge investment trends and strategies within the financial advisory industry. Other firms may look to Hegarty Advisors' portfolio choices as a benchmark for their own investment decisions.

What's Next

The filing does not say what happens next.

Filing Details

The 13F-HR report was filed with the SEC on October 20, 2026, and accepted on the same day at 11:17:44 AM. The report covers the period ending September 30, 2026, indicating a snapshot of Hegarty Advisors' investment positions at that time.

Contact Information

Hegarty Advisors, LLC is located at 1461 Franklin Ave, Garden City, NY 11530. The firm can be reached by phone at 516-724-1540. This information is crucial for stakeholders who may wish to engage with the firm directly regarding their investment strategies or performance.

Company Information

The firm is registered under the Central Index Key (CIK) number 0002107727 and has an Employer Identification Number (EIN) of 843443536. Hegarty Advisors is incorporated in New York, and its fiscal year ends on December 31.

Additional Filing Context

While the filing indicates a commitment to transparency, it does not provide specific details about the individual securities held by Hegarty Advisors as of the reporting date. This lack of detail may limit the insights that investors and analysts can derive from the filing.