Winter & Associates, Inc. has submitted its quarterly 13F-HR report, detailing its investment holdings as of September 30, 2026. This filing is crucial as it provides transparency into the company's investment strategies and portfolio management.
Winter & Associates, Inc. is a company based in St. Paul, Minnesota, with a focus on investment management. The firm is categorized under the SEC's institutional investment manager filings. The recent filing was made on October 23, 2026, and is part of a series of quarterly reports submitted by the company.
The filing states, "Filing Date: 2026-10-23" and indicates that it covers the period ending on September 30, 2026. The report is effective as of the filing date. Details regarding specific investments or changes in holdings were not disclosed in the filing.
This update could impact various stakeholders, including institutional investors, analysts, and competitors in the investment management sector. The report may influence how these groups perceive Winter & Associates' investment strategies and market positioning.
The filing does not specify what actions or events will follow this report, leaving stakeholders to await further updates from the company.
Filing Details
The 13F-HR report filed by Winter & Associates, Inc. contains essential information regarding the firm's investment activities as of the end of the reporting period on September 30, 2026. The filing was officially accepted by the SEC on the same date as the filing, October 23, 2026, at 16:35:32.
The document includes an information table, which is a critical component of the 13F filing, although specific details regarding the investments made by Winter & Associates were not disclosed in the summary provided. The report consists of two documents, with one being the primary report and the other being the information table.
"The filing includes information about the firm’s holdings, but specific investment details were not disclosed in the summary."
Company Information
Winter & Associates, Inc. is incorporated in Minnesota, with its business and mailing address listed as 964 Grand Avenue, St. Paul, MN 55105. The company has an Employer Identification Number (EIN) of 901818683 and operates under the Central Index Key (CIK) number 0002109063. The firm’s fiscal year ends on December 31.
As an institutional investment manager, Winter & Associates is required to file Form 13F to report its equity holdings to the SEC, ensuring compliance with regulatory requirements and providing transparency to stakeholders.
The filing does not provide insights into the specific securities held by Winter & Associates, nor does it indicate any changes in the firm's investment strategy or market outlook.