Howard Bailey Securities reports $259 million in assets
Howard Bailey Securities, LLC's latest 13F filing reveals $259 million in assets under management as of September 30, 2026, reflecting its investment strategies.
Princeton Capital Management Reports $466.6M in Holdings
Princeton Capital Management LLC's latest 13F-HR filing reveals $466.6 million in assets under management, showcasing its investment strategies.
Federated Hermes Municipal Securities Income Trust Updates Offerings
Federated Hermes Municipal Securities Income Trust files a new registration statement, signaling strategic updates in its investment offerings.
Swedbank AB reports significant asset holdings in 13F-HR
Swedbank AB's recent 13F-HR filing reveals key asset holdings, reflecting its strategic investment decisions in the financial services sector.
Adkins Seale Capital Management Reports Q3 2026 Holdings
Adkins Seale Capital Management LLC discloses Q3 2026 holdings valued at over $121 million, showcasing diverse investments across various sectors.
Altfest L J & Co Inc reports $1 billion portfolio in 13F-HR
Altfest L J & Co Inc files 13F-HR report showing over $1 billion in assets as of September 30, 2026, revealing insights into its investment strategy.
Katamaran Capital reveals $101M in latest 13F filing
Katamaran Capital LLP reports over $101 million in investments in its latest 13F filing, highlighting its strategic focus in the financial services sector.
Retirement Solution LLC amends quarterly filing with updates
Retirement Solution LLC's amended filing reveals strategic changes in its investment portfolio, impacting the investment management sector.
Hilton discloses Iran-related compliance in quarterly report
Hilton Worldwide Holdings Inc. files a notice regarding compliance with the Iran Threat Reduction and Syria Human Rights Act in its quarterly report.
Retirement Solution LLC amends 13F filing, reveals $453.66M AUM
Retirement Solution LLC's amended 13F filing shows $453.66M in assets under management as of September 30, 2026, highlighting its investment strategy.
Singularity Future Technology Files Revised Proxy Statement
Singularity Future Technology Ltd. files a revised proxy statement ahead of a special meeting, proposing key amendments and changes.
San Luis Wealth Advisors amends 13F filing; reports $685M holdings
San Luis Wealth Advisors LLC amends its 13F filing, reporting $685 million in holdings as of September 30, 2026, reflecting its investment strategies.
Birch Financial Group reports $213 million in holdings
Birch Financial Group, LLC disclosed holdings worth over $213 million in its latest SEC filing, showcasing a diverse investment strategy.
FSM Wealth Advisors Reports $972 Million in Holdings
FSM Wealth Advisors, LLC disclosed its quarterly holdings, totaling approximately $972 million, reflecting diverse investments across sectors.
Juno Financial Group reports $286 million in investments
Juno Financial Group LLC reveals $286 million in investments in its latest 13F-HR filing, showcasing strategic asset management as of September 30, 2026.
Federated Hermes Adviser Series Files Latest NPORT-P Report
Federated Hermes Adviser Series files NPORT-P report, detailing fund performance and asset management strategies, signaling transparency in investment management.
Federated Hermes Adviser Series Reports Financial Performance
Federated Hermes Adviser Series files NPORT-P, revealing total assets of $175.6 million and net assets of $174.3 million, reflecting its financial performance.
Federated Hermes High Yield Trust Reports Financial Update
Federated Hermes High Yield Trust reveals financial data with $403.5 million in net assets, showcasing its investment strategy in the high-yield sector.
Federated Hermes Adviser Series Reports Latest NPORT-P Filing
Federated Hermes Adviser Series reveals $87 million in net assets in its latest NPORT-P filing, showcasing investment strategies and fund performance.
GrowHub Ltd appoints Interim CFO following resignation
GrowHub Ltd appoints Chan Choon Yew Lester as Interim CFO after Poh Chit Wen's resignation, signaling a commitment to stability in leadership.