Odyssey Capital Advisors, Inc. has recently filed its 13F-HR report, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides a snapshot of the firm's portfolio and investment strategies during a period of market volatility.
Background
Odyssey Capital Advisors, Inc. is an investment advisory firm based in Bala Cynwyd, Pennsylvania. The firm specializes in managing institutional assets and has been active in the financial markets. According to its recent filings, the company has submitted several 13F-HR reports, including the latest on October 26, 2026, with an accession number of 0002104872-26-000008.
What the Filing Says
The filing indicates that Odyssey Capital Advisors has reported its holdings as of the end of September 2026. However, specific details about the investments and changes in the portfolio were not disclosed in the filing.
Impact
This report may affect various stakeholders, including the firm's clients, competitors, and analysts who track investment trends in the financial sector. The insights gained from this filing could influence how other institutional managers adjust their strategies in response to Odyssey's investment choices.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR report was filed on October 26, 2026, and accepted the same day. The report covers the period ending September 30, 2026. This filing is part of a series of reports that Odyssey Capital Advisors has submitted, indicating their ongoing compliance with SEC regulations.
Company Information
Odyssey Capital Advisors, Inc. is incorporated in Pennsylvania and has a fiscal year ending on December 31. The firm has an Employer Identification Number (EIN) of 814015541 and is registered under SEC File Number 028-26101. This information highlights the firm's formal establishment and regulatory obligations.
Document Availability
The filing includes multiple documents, such as the primary document in both HTML and XML formats, as well as an information table detailing the firm's holdings. The total size of the information table document is 56,796 bytes, which suggests a comprehensive disclosure of the firm’s investment positions.
Contact Information
Odyssey Capital Advisors maintains its business address at 2 Bala Plaza, Suite 515, Bala Cynwyd, PA 19004. The firm can be contacted via phone at 484-278-4497, providing a direct line for inquiries related to their investment strategies and portfolio management.