Tiller Private Wealth, Inc. has recently filed its quarterly Form 13F-HR, which outlines its institutional investment holdings as of September 30, 2026. This filing is significant as it sheds light on the company's investment strategies and positions, providing valuable insights into its operations.
Background
Tiller Private Wealth, Inc. is categorized as an institutional investment manager. The company is based in Bethlehem, Pennsylvania, and has been actively filing reports with the SEC. Its recent filings include multiple 13F-HR forms, which detail the company's investment holdings and strategies.
What the Filing Says
The filing, dated October 26, 2026, indicates that it covers the period ending September 30, 2026. However, specific details regarding the holdings or investment strategies were not disclosed in the filing.
Impact
This filing may affect various stakeholders, including investors, analysts, and competitors in the wealth management industry. By understanding Tiller's investment positions, competitors can better strategize their own investment approaches.
What's Next
The filing does not say what happens next.
Filing Details
The filing was submitted on October 26, 2026, and accepted on the same day at 16:08:14. It covers the reporting period ending September 30, 2026. The filing consists of two documents, including the primary report and an information table detailing the holdings.
Company Information
Tiller Private Wealth, Inc. is registered with the SEC under the Central Index Key (CIK) number 0001663649. The company operates out of Bethlehem, Pennsylvania, with a business address listed as 1412 Walter Street, Bethlehem, PA 18015. The company’s fiscal year ends on December 31, and it has an Employer Identification Number (EIN) of 232866594.
Document Accessibility
The filing includes links to various document formats, such as primary_doc.html and infotable.html, which provide access to the detailed holdings and investment strategies of Tiller Private Wealth, Inc. These documents can be found on the SEC’s EDGAR database.
Missing Information
The filing does not provide specific details regarding the individual investment holdings or the overall investment strategy employed by Tiller Private Wealth, Inc. Additionally, there are no insights into how the company's strategies may evolve in the future or any commentary on market conditions affecting their investment decisions.