LEDERER & ASSOCIATES INVESTMENT COUNSEL has filed its latest 13F-HR report, providing insights into its investment holdings as of September 30, 2026. This filing is significant as it highlights the firm's investment strategy and positions in various securities, which can influence market trends and investor decisions.
LEDERER & ASSOCIATES INVESTMENT COUNSEL, based in Long Beach, California, is classified under the SIC code for investment advice. The firm has been actively filing its 13F-HR reports, with the most recent submission dated October 23, 2026. Previous filings include reports from July 10, 2026, and April 24, 2026, indicating a consistent reporting schedule.
The recent filing states, "Form 13F-HR - Quarterly report filed by institutional managers, Holdings." This indicates that the firm is complying with SEC requirements to disclose its investment holdings, which is essential for transparency in the investment management sector.
This update may affect various stakeholders, including investors, analysts, and competitors in the investment management industry. By reviewing these filings, they can gain insights into the firm's investment strategies and market positioning.
Details were not available in the SEC filing regarding the next steps for the firm following this report.
Filing Details
The filing was officially submitted on October 23, 2026, and accepted on the same day at 16:37:27. The report covers the period ending September 30, 2026, and includes two documents related to the 13F-HR report.
LEDERER & ASSOCIATES INVESTMENT COUNSEL is registered under the Central Index Key (CIK) number 0001089707 and has a reported Employer Identification Number (EIN) of 330144040. The firm is incorporated in California and has a fiscal year end date of September 30.
Mailing and Business Address
The firm operates out of its business address located at 5305 East 2nd Street, Suite 201, Long Beach, CA 90803. The contact number provided is 562-434-5305.
Details regarding specific investment holdings or strategies were not disclosed in this filing, nor were any insights provided on the firm's performance or future outlook.