Hillcrest Wealth Advisors - NY, LLC has submitted its quarterly 13F-HR report, providing insights into its institutional holdings as of September 30, 2026. This filing is crucial as it helps gauge the company's investment strategy and positions in the market.
Background
Hillcrest Wealth Advisors - NY, LLC operates in the investment advisory sector, focusing on managing assets for clients. The company is registered with the SEC and has been filing various reports, including 13F-HR forms, which detail its holdings. The latest filing occurred on October 22, 2026, and is part of a series of regular submissions that include previous filings from August and July of the same year.
What the Filing Says
The filing, identified by accession number 0001214659-26-013119, includes information about the company's holdings but does not provide specific details on the investments themselves. It serves as a compliance document to report the firm’s positions as of the end of the third quarter.
Impact
This filing may affect investors and analysts who track institutional investment trends. By understanding Hillcrest's holdings, stakeholders can gain insights into the investment advisory industry and how firms like Hillcrest are positioning themselves in the current market landscape.
What's Next
The filing does not say what happens next.