Townsend & Associates, Inc. has submitted its latest 13F-HR report, which details the company's institutional investment holdings as of September 30, 2026. This filing is important as it provides transparency into the investment strategies employed by the firm and reflects its positioning within the financial services sector.
Background
Townsend & Associates, Inc. is categorized as an institutional investment manager. The company is based in Westminster, Colorado, and operates under the Central Index Key (CIK) number 0001729359. Recent filings include quarterly reports, with the latest 13F-HR filed on October 23, 2026, following a series of similar filings throughout the year.
What the Filing Says
The filing, submitted on October 23, 2026, does not provide specific details about the holdings or investment strategies. However, it confirms the period of report as September 30, 2026, and indicates that the information is effective as of the filing date.
Impact
This filing is relevant for institutional investors and asset managers who may be tracking Townsend & Associates' investment activities. It provides insights into the firm's market positioning and investment preferences, which can influence competitive strategies within the financial services industry.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR filing was accepted on October 23, 2026, at 14:19:47, and it includes two documents. The effective date of the information reported is also October 23, 2026, aligning with the filing date. This report is crucial for understanding the investment landscape as of September 30, 2026.
Company Information
Townsend & Associates, Inc. is located at 2761 W. 120th Ave, Suite 200, Westminster, CO 80234. The company can be reached at the phone number 303-452-5986. It operates under the Central Index Key (CIK) number 0001729359, and its Employer Identification Number (EIN) is 841170723. The firm is incorporated in Colorado and has a fiscal year ending on December 31.
Document Access
The filing includes several document formats, such as primary_doc.xml and townsend3q26.xml, which can be accessed through the SEC's EDGAR database. These documents provide essential data regarding the company's holdings and investment strategies, although specific details about the holdings are not disclosed in the summary of the filing.
What the Filing Does Not Include
The filing does not provide detailed information regarding specific investment holdings, the value of those holdings, or the investment strategies employed by Townsend & Associates, Inc. Additionally, there are no insights into changes in holdings compared to previous filings or any commentary on market conditions affecting their investment decisions.