Stordahl Capital Management, Inc. has submitted its quarterly report, providing an overview of its investment holdings as of September 30, 2026. This filing is significant as it showcases the company's current investment strategy and compliance with regulatory requirements.
Background
Stordahl Capital Management, Inc. is an investment management firm based in Greenwood Village, Colorado. The company is categorized under the SEC filings as an institutional manager. Its recent filings include a series of 13F-HR forms, which detail the firm’s investment holdings. The latest filing was made on October 22, 2026, with previous filings dating back to August 21, 2026.
What the Filing Says
The recent filing, accession number 0001172661-26-004651, was accepted on October 22, 2026. It covers the period ending September 30, 2026, but does not provide detailed information on specific holdings or changes in the portfolio.
Impact
This filing may affect various stakeholders, including investors, analysts, and competitors within the investment management sector. The disclosure of holdings is essential for transparency and helps inform market participants about the firm's investment strategies.
What's Next
The filing does not say what happens next.
Company Information
Stordahl Capital Management, Inc. is registered with the Central Index Key (CIK) number 0001729093 and has an Employer Identification Number (EIN) of 270369245. The firm is incorporated in Colorado and has a fiscal year ending on December 31.
Filing Details
This filing includes two main documents: the primary document in both HTML and XML formats, and an information table that provides detailed insights into the firm's holdings. The information table is particularly important as it typically lists the specific securities held, their values, and other relevant data, although specific details were not disclosed in the summary.
Contact Information
The company’s mailing and business address is 8400 East Crescent Parkway, Suite 420, Greenwood Village, CO 80111. They can be reached at the phone number 303-770-0602.
Missing Information
The filing does not include specific details about the investment holdings, such as the names of the securities, their values, or any changes in the portfolio compared to previous filings. Additionally, there is no information regarding the firm's future investment strategies or outlook.