SmartHarvest Portfolios, LLC has submitted its quarterly 13F-HR report, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides transparency into the company's investment strategies and asset allocations, which can impact market dynamics.
Background
SmartHarvest Portfolios, LLC is an investment management firm based in Seattle, Washington. The company operates under the entity type 'other' and is not listed on any stock exchange. Its recent filings include a series of 13F-HR forms, with the latest submission dated October 26, 2026, and previous filings on August 4, 2026, April 21, 2026, and February 12, 2026.
What the Filing Says
The current filing, accession number 0001140361-26-040754, was accepted on October 26, 2026. The report covers the period ending September 30, 2026, and is essential for stakeholders to understand the company's investment posture.
Impact
This filing may affect various stakeholders, including investors, analysts, and competitors within the investment management sector. By disclosing its holdings, SmartHarvest allows others in the industry to gauge its investment strategies and potentially adjust their own approaches accordingly.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR filing includes information about the company's holdings as of September 30, 2026. The filing was accepted by the SEC on the same day, October 26, 2026, and it consists of two documents related to the report. The primary document is the 13F-HR report itself, while the second document is the information table that lists the company's investment positions.
Company Information
SmartHarvest Portfolios, LLC is registered with the SEC under the Central Index Key (CIK) number 0002066604. The company operates out of Seattle, Washington, with its mailing and business address both located at 1700 7th Ave, STE 2100, Seattle, WA 98101. The firm's contact number is (206) 841-9944. It is important to note that the company has an Employer Identification Number (EIN) of 000000000 and was incorporated in the state of Washington.
Fiscal Year and Filing Type
SmartHarvest Portfolios, LLC has a fiscal year that ends on December 31. The filing type is categorized as 13F-HR, which is specifically designed for institutional investment managers to report their equity holdings. This filing is part of the regulatory framework established under the Securities Exchange Act of 1934.
Missing Information
The filing does not provide specific details regarding the individual securities held by SmartHarvest Portfolios, LLC, nor does it disclose the total value of the reported holdings. Additionally, there is no information about any changes in investment strategy or future outlook provided in this filing.