Legacy Financial Group Reports $443.5M in Latest Holdings
Legacy Financial Group's 13F-HR filing reveals $443.5 million in holdings, emphasizing its investment strategies in a competitive financial landscape.
Adams Diversified Equity Fund Reports $3.3B in Holdings
Adams Diversified Equity Fund, Inc. files its 13F-HR, revealing over $3.3 billion in assets under management as of September 30, 2026.
New York State Teachers Retirement System Updates Holdings Report
The New York State Teachers Retirement System files its latest 13F-HR report, revealing $52.9 million in holdings, reflecting its investment strategy.
NLB Skladi Reports $2.71 Billion in Latest Holdings
NLB Skladi, upravljanje premozenja, d.o.o. reveals $2.71 billion in holdings as of September 30, 2026, highlighting investment strategies in key sectors.
Wealthcare Capital Partners reveals Q3 holdings in new filing
Wealthcare Capital Partners, LLC discloses its Q3 holdings, totaling over $247 million, in a recent 13F-HR filing, impacting market perceptions.
Carlyle AlpInvest Private Markets Fund Files SEC Update
Carlyle AlpInvest Private Markets Secondaries Fund updates SEC on financial status, reflecting commitment to transparency and regulatory compliance.
McCarley & Cook Financial Planners reveals $110.79M in assets
McCarley & Cook Financial Planners files 13F-HR, reporting $110.79 million in assets under management and diverse holdings as of December 31, 2025.
Wealthcare Advisory Partners reports $5.9B in investments
Wealthcare Advisory Partners LLC's latest 13F-HR filing shows $5.9 billion in investments, including major stakes in Apple and Amazon.
Bank J. Safra Sarasin LTD Files 13F Notice for Q3 2026
Bank J. Safra Sarasin LTD has filed a 13F Notice for Q3 2026, reflecting its investment strategies and commitment to transparency.
Carlton Hofferkamp & Jenks reveals $319M portfolio in filing
Carlton Hofferkamp & Jenks Wealth Management reports a portfolio valued at over $319 million as of September 30, 2026, highlighting key investments.
Pines Wealth Management reports $351.8 million in holdings
Pines Wealth Management, LLC disclosed $351.8 million in holdings in its latest SEC filing, showcasing its investment strategies and market positioning.
RPG Investment Advisory reveals $540M in latest holdings
RPG Investment Advisory, LLC's recent filing shows over $540 million in holdings, highlighting key investments in tech companies.
Verum Partners reports $622.8 million in assets under management
Verum Partners LLC reveals $622.8 million in assets under management in its latest filing, showcasing its commitment to transparency and compliance.
SeaCrest Wealth Management reports $883M in holdings
SeaCrest Wealth Management, LLC files its 13F-HR report, revealing $883 million in holdings as of September 30, 2026, with significant investments in tech and consumer sectors.
First Affirmative Financial Network Reports Latest Holdings
First Affirmative Financial Network files its 13F-HR, detailing significant investments and strategies in the financial services sector.
First Trust Exchange-Traded Fund VIII Reports Latest Financials
First Trust Exchange-Traded Fund VIII reports total assets of $67 million in its latest filing, reflecting its competitive position in the investment sector.
First Trust Exchange-Traded Fund VIII Files Latest NPORT-P Report
First Trust Exchange-Traded Fund VIII reveals its financials with total assets of $128.3 million in its latest NPORT-P filing.
First Trust Exchange-Traded Fund VIII Reports Latest Financials
First Trust Exchange-Traded Fund VIII reveals total assets of $39.4 million in its latest filing, reflecting stability in the ETF market.
Fifth Third Wealth Advisors reports $3.78B in assets in 13F-HR
Fifth Third Wealth Advisors LLC files 13F-HR, reporting $3.78 billion in assets as of September 30, 2026, highlighting key investment strategies.
John W. Brooker & Co. reports $87.96 million in holdings
John W. Brooker & Co., CPAs reveals $87.96 million in investments in its latest 13F-HR filing, highlighting key holdings in major companies.