Old Port Advisors has filed its quarterly report for the third quarter of 2026, detailing its investment holdings as of September 30, 2026. This filing is crucial as it provides insights into the company's investment strategies and positions within the market.

Background

Old Port Advisors is an investment management firm based in Portland, Maine. The company focuses on managing assets for various clients, including institutional investors. The recent filing on October 23, 2026, is part of their regular reporting obligations, showcasing their investment portfolio.

What the Filing Says

The filing, designated as a 13F-HR, reveals the holdings of Old Port Advisors as of the end of the third quarter. The report was accepted on the same day it was filed, indicating timely compliance with regulatory requirements. However, specific details about the holdings were not disclosed in the filing.

Impact

This filing may affect various stakeholders, including clients, investors, and competitors in the investment management industry. By revealing its investment positions, Old Port Advisors provides valuable information that can influence market perceptions and investment strategies among peers.

What's Next

The filing does not say what happens next.

Filing Details

The filing was submitted on October 23, 2026, and accepted on the same day, demonstrating Old Port Advisors' adherence to SEC regulations. The report covers the period ending September 30, 2026, and includes a total of two documents. The primary document, designated as 'primary_doc.xml', is a detailed report of the firm's holdings.

Company Information

Old Port Advisors is located at 130 Middle Street, 2nd Floor, Portland, ME 04101. The firm is registered under the Central Index Key (CIK) number 0001744348 and has an Employer Identification Number (EIN) of 010488404. The company operates under SEC File Number 028-18903 and has a fiscal year ending on December 31.

Additional Filing Context

While the filing provides essential information about the firm's compliance and operational status, it does not disclose specific investment holdings or strategies. This lack of detail may leave stakeholders seeking further insights into Old Port Advisors' investment decisions and market positioning.