Wavvest Wealth LLC has filed its quarterly report, known as Form 13F-HR, detailing its holdings as of September 30, 2026. This filing is significant for the firm and provides insight into its investment strategies and asset management approach.
Wavvest Wealth LLC, based in Chicago, Illinois, is categorized as an institutional investment manager. The firm is registered under the Central Index Key (CIK) number 0002153571. The recent filing, dated October 21, 2026, is part of its ongoing reporting obligations to the Securities and Exchange Commission (SEC).
The filing states, "Form 13F-HR - Quarterly report filed by institutional managers, Holdings." It reflects the company's asset management activities and investment positions, although specific details on the holdings were not disclosed in the filing.
This update may impact various stakeholders, including investors, analysts, and other financial institutions, as it offers a glimpse into Wavvest's investment strategies and market positioning. Institutional investors often analyze such filings to gauge trends and shifts in the market.
The filing does not say what happens next, leaving the future actions of Wavvest Wealth LLC open to speculation.
Filing Details
The filing was accepted by the SEC on the same day it was submitted, October 21, 2026, at 11:22:08 AM. This indicates a prompt review process, which is often a positive sign for institutional managers.
Contact Information
Wavvest Wealth LLC is located at 24 E Washington St, Chicago, IL 60602. The firm can be reached at the phone number 630-699-8602, providing a direct line for inquiries related to their investment strategies or the details of their filings.
Company Information
The firm is incorporated in Delaware and has an Employer Identification Number (EIN) of 993559157. Wavvest Wealth LLC's fiscal year ends on December 31, aligning with many financial institutions, which may simplify year-end reporting and tax obligations.
This filing does not provide specific details about the investment holdings or strategies employed by Wavvest Wealth LLC, which could be crucial for a complete analysis of their market position.