S. R. Schill & Associates has filed its quarterly 13F-HR report for the period ending September 30, 2026. This filing is significant as it provides a detailed overview of the firm's institutional holdings, reflecting its investment strategies and market positions.
Founded and based in Mercer Island, Washington, S. R. Schill & Associates is categorized under the SIC description for financial services. The firm is known for its asset management capabilities and plays a role in the broader financial landscape.
The recent filing, accession number 0001616004-26-000005, was submitted on October 20, 2026. It highlights the firm’s holdings as of the end of September 2026. Specific details regarding the assets and their values were not disclosed in the filing.
This report may impact various stakeholders, including investors and analysts who track institutional investment trends. It provides a snapshot of the firm's investment posture and its competitive positioning within the financial services sector.
Looking ahead, the filing does not specify what happens next for S. R. Schill & Associates, leaving the market to speculate on the implications of this report.
Filing Details
The filing date for S. R. Schill & Associates' 13F-HR report was October 20, 2026, with an acceptance timestamp of 14:44:00 on the same day. The report covers the period ending September 30, 2026, and the effectiveness date is also noted as October 20, 2026.
In total, the filing includes two documents, one of which is the primary document in HTML format and the other in XML format. The information table, which provides detailed holdings, is specifically titled "S. R. SCHILL & ASSOCIATES FORM 13F HOLDINGS 3Q26" and is available in both HTML and XML formats.
Company Information
S. R. Schill & Associates is located at 2448 76TH AVE SE, SUITE 107, Mercer Island, WA 98040. The firm can be contacted at the phone number 206-275-2700. The firm is registered under the Central Index Key (CIK) number 0001616004, and its Employer Identification Number (EIN) is 911380780. It operates under the fiscal year ending on December 31.
Note: The filing does not provide specific details regarding the individual assets held by S. R. Schill & Associates or their respective values, which limits the insight into the firm's investment strategy for this reporting period.