Somnio Financial Group, LLC has filed its quarterly 13F-HR report, which details its investment holdings as of September 30, 2026. This filing is crucial as it provides insights into the company's investment strategies and portfolio management, which can impact the financial services industry.
Background
Somnio Financial Group, LLC is categorized as an institutional investment manager. The company is based in Glastonbury, Connecticut, and operates under the Central Index Key (CIK) number 0002034894. Its recent filings include multiple 13F-HR reports, with the latest submitted on October 26, 2026. The company primarily engages in managing investments for clients, reflecting its role in the financial services sector.
What the Filing Says
The filing, submitted on October 26, 2026, indicates that it is a quarterly report detailing the holdings of Somnio Financial Group as of the end of September. However, specific details regarding the investments or changes in holdings were not disclosed in the filing.
Impact
This filing may affect various stakeholders, including institutional investors, analysts, and competitors in the financial services industry. By revealing its investment positions, Somnio provides valuable information that could influence market perceptions and investment strategies among peers.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR report was filed on October 26, 2026, and accepted on the same day at 15:22:57. This report covers the period ending September 30, 2026, and includes two documents related to the filing.
Contact Information
Somnio Financial Group, LLC maintains its mailing and business address at 140 Glastonbury Blvd, Suite 450, Glastonbury, CT 06033. The company can be reached at the phone number 860-430-5500.
Company Information
Somnio Financial Group, LLC is registered under the Central Index Key (CIK) number 0002034894 and has an Employer Identification Number (EIN) of 264126329. The company is incorporated in Connecticut, with its fiscal year ending on December 31.
Document Access
The filing includes several documents, including the primary document in both HTML and XML formats, as well as an information table that details the investment holdings. These documents are accessible through the SEC's EDGAR database.
Missing Information
The filing does not provide specific details about the individual investments held by Somnio Financial Group, LLC or any changes in their investment strategy compared to previous filings.