WD Rutherford LLC has submitted its quarterly report detailing its holdings as of September 30, 2026. This filing, categorized as a 13F-HR, is significant as it reveals the investment strategies and positions of the company.
WD Rutherford LLC is an institutional investment manager based in Portland, Oregon. The company operates under the Central Index Key (CIK) 0001841015. The latest filing was made on October 26, 2026, and is part of a series of quarterly reports that the company has submitted over the years.
The filing states that it was accepted on the same day, October 26, 2026, and contains information about the company's holdings as of the end of September 2026. The report consists of two documents, with the primary report detailing the firm's investment positions.
This filing may affect various stakeholders, including investors, analysts, and competitors within the investment management sector. The insights gained from such reports can influence market trends and investment strategies across the industry.
The filing does not say what happens next.
Filing Details
The 13F-HR filing from WD Rutherford LLC includes a report period ending September 30, 2026, and was accepted by the SEC on the same day as the filing date. The report consists of two documents, one being the primary report and the other an information table detailing the firm's investment positions.
Contact Information
WD Rutherford LLC is located at 10300 SW Greenburg Road, Suite 115, Portland, OR 97223. The firm can be reached at the phone number 503-452-1210. This information is vital for stakeholders who may wish to contact the firm for further inquiries or clarifications regarding their investment strategies.
Company Identification
In addition to the CIK number 0001841015, the filing indicates that the firm's Employer Identification Number (EIN) is 931276795. The fiscal year for WD Rutherford LLC ends on December 31, which is relevant for understanding their annual reporting cycle.
The filing does not provide specific details about the individual holdings or the investment strategies employed by WD Rutherford LLC during the reporting period.