PKS Advisory Services, LLC has submitted its quarterly 13F-HR report, which outlines its institutional investment holdings as of September 30, 2026. This filing is essential for investors and analysts as it provides a snapshot of the company’s investment strategies and positions in the market.
PKS Advisory Services, LLC, based in Albany, New York, is categorized as an institutional investment manager. The company primarily engages in managing investment portfolios for clients, including institutions and high-net-worth individuals. The recent filing, dated October 26, 2026, is part of its ongoing regulatory reporting obligations.
The filing states that it was accepted on the same day, with two documents included in the submission. However, specific details regarding the holdings or investment strategies were not disclosed in the filing.
This report may affect various stakeholders, including investors, analysts, and competitors in the investment management industry. By analyzing the holdings of PKS Advisory Services, other firms can gain insights into market trends and investment strategies.
The filing does not say what happens next regarding any potential changes or future filings.
Filing Details
The 13F-HR report was filed with an accession number of 0001605401-26-000005, indicating it is part of the SEC's Edgar database. The filing date is noted as October 26, 2026, and it was accepted on the same day at 13:14:17. This timely submission reflects the firm's commitment to regulatory compliance.
PKS Advisory Services, LLC is registered under the Central Index Key (CIK) number 0001605401. The firm operates out of Albany, New York, with its business address listed as 80 State Street, Albany, NY 12207. The company is identified by an Employer Identification Number (EIN) of 141836183 and is incorporated in the state of New York.
Document Information
The filing includes two documents: the primary document in both HTML and XML formats, and an information table that details the firm's holdings. The information table, which is crucial for understanding the specific investments managed by PKS Advisory Services, is available in both HTML and XML formats as well.
The filing does not provide specific details about the investment holdings or strategies employed by PKS Advisory Services, LLC, which limits the insights available to stakeholders regarding the firm’s market positioning.