Pullen Investment Management, LLC has filed its latest quarterly report, providing insights into its investment holdings as of September 30, 2026. This filing is significant as it sheds light on the company's investment strategy and positions in the market.
Background
Pullen Investment Management, LLC is an investment management firm based in Bradenton, Florida. The firm specializes in managing institutional investments. The company has recently filed several forms with the SEC, including multiple 13F-HR filings, which detail its investment holdings. The latest filing was made on October 23, 2026, and covers the period ending September 30, 2026.
What the Filing Says
The filing, identified by accession number 0002011668-26-000005, is a Form 13F-HR, which is a quarterly report filed by institutional managers. The specific details of the holdings were not disclosed in the filing, but it confirms that the report was accepted on the same day it was filed.
Impact
This filing may affect various stakeholders, including investors and analysts who track institutional investment trends. The information disclosed could provide insights into Pullen Investment Management's investment strategy and market positioning.
What's Next
The filing does not say what happens next.
Filing Details
The filing was made on October 23, 2026, and was accepted on the same day at 14:59:14. It covers the period ending September 30, 2026. The document includes a total of two files, with the primary document being a Form 13F-HR and an information table detailing the firm's holdings.
Company Information
Pullen Investment Management, LLC is registered with the Central Index Key (CIK) number 0002011668. The firm operates under the Employer Identification Number (EIN) 852116377 and is incorporated in Florida. Its fiscal year ends on December 31.
Mailing and Business Address
The firm's mailing and business address is 417 12th St W, Ste 212, Bradenton, FL 34205. This location serves as the primary point of contact for stakeholders.
Missing Information
The filing does not provide specific details about the individual securities held by Pullen Investment Management, nor does it disclose any changes in investment strategy or significant transactions during the reporting period.