Nearside Advisors, LLC has filed its quarterly 13F-HR report with the SEC, providing insights into its institutional investment holdings as of September 30, 2026. This filing is crucial for the company as it reflects its current investment strategy and positions, showcasing transparency in its operations.
Nearside Advisors, LLC is categorized as an investment management firm, and its recent filing is part of its ongoing compliance with SEC regulations. The company operates from Indianapolis, Indiana, with its business address listed as 1060 North Capitol Ave, Suite 3-101.
The filing, accession number 0002063364-26-000352, was submitted on October 20, 2026. It outlines the period of report ending on September 30, 2026, and indicates that the filing has been accepted as of the same date.
The report includes two documents, including the primary document and an information table detailing the company's holdings. However, specific details about the holdings were not disclosed in the filing.
This update may affect various stakeholders, including investors and analysts, who rely on such filings to gauge the investment landscape and Nearside Advisors' strategic direction. The filing does not indicate what actions may follow this report.
Nearside Advisors, LLC is registered with the Central Index Key (CIK) number 0002154145, which allows for easy tracking of its filings with the SEC. The company operates under the Employer Identification Number (EIN) 934061019 and is incorporated in the state of Indiana.
The fiscal year for Nearside Advisors ends on December 31, which may influence its investment strategy and reporting practices as the year progresses. The firm is categorized under the SEC Act of 1934 and is designated as a 13F-HR filer, which requires institutional investment managers to report their equity holdings on a quarterly basis.
While the filing does provide a summary of the documents submitted, it does not contain specific details about the individual securities held by Nearside Advisors, LLC, nor does it outline any changes in their investment strategy or future intentions following this report.