Mascagni Wealth Management, Inc. has submitted its quarterly 13F-HR report, which outlines its investment holdings as of September 30, 2026. This filing is crucial for understanding the company's investment strategies and the broader trends within the wealth management industry.
Background
Mascagni Wealth Management, Inc. is a firm that specializes in wealth management services. The company is based in Clinton, Mississippi, and operates under the SEC's regulations for institutional investment managers. The latest filing is part of a series of reports, with the most recent filings including various 13F-HR submissions throughout 2026.
What the Filing Says
The filing, dated October 23, 2026, reflects the company's investment positions as of the end of September. It serves as a quarterly report required by the SEC for institutional managers. Specific details about the holdings were not disclosed in the filing.
Impact
This filing may affect various stakeholders, including investors, analysts, and competitors in the wealth management sector. By revealing its investment strategies, Mascagni Wealth Management could influence market perceptions and competitive strategies among other firms.
What's Next
The filing does not say what happens next.
Details of the Filing
The 13F-HR report filed by Mascagni Wealth Management, Inc. was officially accepted by the SEC on October 23, 2026, indicating that the report was completed and submitted on the same day. The report specifically covers the period ending September 30, 2026, and includes two documents as part of the filing.
Company Information
Mascagni Wealth Management, Inc. is registered with the SEC under the Central Index Key (CIK) number 0002063074. The company is incorporated in Mississippi, with its business address listed as 205 East Main Street, Clinton, MS 39056. The firm operates under the fiscal year ending on December 31.
Contact Information
The firm can be reached at (601) 925-8099, providing a direct line for inquiries related to their investment strategies and holdings.
Missing Information
The filing does not provide specific details regarding the individual investment holdings or the overall value of the assets managed by Mascagni Wealth Management, Inc. Additionally, there is no commentary on the company's strategic outlook or future investment plans.