River Street Advisors LLC has submitted its quarterly 13F-HR report, detailing its investment holdings as of September 30, 2026. This filing is significant as it offers a glimpse into the company's portfolio and investment strategies, which can influence market perceptions and investor behavior.
Background
River Street Advisors LLC is an institutional investment manager based in Aurora, Illinois. The company focuses on managing assets for clients, including individuals and institutions. The recent filing is part of a series of 13F-HR submissions, with the latest being filed on October 22, 2026.
What the Filing Says
The filing, designated as a 13F-HR, was accepted on the same day it was filed. It provides a snapshot of the firm's holdings as of the end of September 2026. However, specific details about the investments were not disclosed in the filing.
Impact
This filing may affect various stakeholders, including clients and potential investors, as it highlights River Street Advisors' investment strategies and asset allocation. Such disclosures are vital for understanding trends in the financial services industry, particularly among institutional investors.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR filing was submitted on October 22, 2026, and accepted on the same day at 16:16:32. It covers the period ending September 30, 2026, and includes a total of two documents. The filing is part of River Street Advisors' ongoing compliance with SEC regulations for institutional investment managers.
Company Information
River Street Advisors LLC is located at 37 South River Street, Aurora, IL 60506. The firm is registered under the Central Index Key (CIK) number 0001964897 and has an Employer Identification Number (EIN) of 272503523. The company operates under the fiscal year ending December 31.
Document Availability
The filing includes multiple document formats, such as primary documents in both HTML and XML formats. The primary document (13F-HR) provides essential information regarding the firm's holdings, while the information table details the specific securities held as of the reporting date.
Missing Information
The filing does not disclose specific details about the individual investment holdings or the overall asset allocation strategy employed by River Street Advisors LLC. Additionally, there is no mention of any changes in investment strategy or significant events that may have impacted the portfolio during the reporting period.