Family Capital Trust Co reveals $315 million in holdings
Family Capital Trust Co's recent filing shows $315 million in holdings, reflecting its investment strategy and transparency in the investment management industry.
Penobscot Wealth Management Reports Q3 Holdings Update
Penobscot Wealth Management discloses its Q3 2026 holdings, totaling $387.7 million, with significant investments in major companies.
Tandem Capital Management reports $226 million in assets
Tandem Capital Management Corp's latest 13F-HR filing shows $226 million in assets under management, including significant stakes in major firms.
Silverlake Wealth Management reveals $536M portfolio in 13F-HR
Silverlake Wealth Management's latest 13F-HR filing shows a portfolio valued at $536 million, featuring investments in major companies like Amazon and Johnson & Johnson.
EDMP, Inc. Reports $129.57 Million in Investment Holdings
EDMP, Inc. reveals $129.57 million in investments in its latest SEC filing, showcasing significant positions in various sectors.
ETF Opportunities Trust files amended proxy voting report
ETF Opportunities Trust updates its proxy voting report, showcasing its commitment to transparency in fund governance and aligning with industry standards.
Krishnapura Sheshaprasad Govindaraju Updates Ownership in Super Micro Computer
Krishnapura Sheshaprasad Govindaraju files Form 3/A, updating ownership details in Super Micro Computer, Inc., reflecting strategic changes in the tech sector.
Base Wealth Management LLC Reports $224.97M in Holdings
Base Wealth Management LLC's latest 13F-HR filing reveals $224.97 million in investment holdings, showcasing its strategy in the financial services sector.
Bar Harbor Wealth Management reports $1.82B in holdings
Bar Harbor Wealth Management's latest filing shows $1.82 billion in holdings as of September 30, 2026, highlighting key investment strategies.
Semus Wealth Partners reports $219M in latest holdings
Semus Wealth Partners LLC files SEC report showing $219 million in investments, focusing on key tech and consumer companies as of September 30, 2026.
Cerro Pacific Wealth Advisors reports $457.8M in holdings
Cerro Pacific Wealth Advisors LLC discloses $457.8 million in assets under management, reflecting its investment strategies as of September 30, 2026.
Lantern Wealth Advisors Reports $232.4M in Latest 13F Filing
Lantern Wealth Advisors discloses $232.4 million in assets in its latest 13F filing, showcasing significant investments in major tech and healthcare companies.
Canoe Financial LP reveals $8.3 billion in amended 13F report
Canoe Financial LP's amended 13F report shows over $8.3 billion in holdings, indicating a strong investment position in the asset management industry.
Volatility Shares Trust Delays ETF Registration Effectiveness
Volatility Shares Trust delays the effectiveness of its ETF registration statement, signaling a strategic pause in the AI investment space.
Fort Henry Capital reveals $178.97 million in holdings
Fort Henry Capital, LLC disclosed its investment holdings totaling $178.97 million in a recent SEC filing, showcasing its diversified portfolio strategy.
Fideuram Reports Major Investments in Tech Giants
Fideuram - Intesa Sanpaolo Private Banking S.p.A. reveals substantial holdings in major tech companies, reflecting a strategic investment approach.
Bar Harbor Bank & Trust files 13F Notice for Q3 2026
Bar Harbor Bank & Trust has submitted a 13F Notice, highlighting its investment strategies as of September 30, 2026.
Bar Harbor Bankshares files 13F Notice for Q3 2026
Bar Harbor Bankshares has submitted a 13F Notice detailing its investment activities for Q3 2026, reflecting its strategy in the state commercial banking sector.
Scott & Selber, Inc. Reports $476M in Latest Holdings
Scott & Selber, Inc. reveals $476 million in assets under management in its latest 13F filing, showcasing significant investments in major companies.
Chicago Capital Management Discloses $110M in Latest Holdings
Chicago Capital Management reveals over $110 million in investments in its latest SEC filing, showcasing its strategic positioning in the asset management industry.