Inlet Private Wealth reveals $412.5M in latest holdings report
Inlet Private Wealth, LLC disclosed $412.5 million in holdings, showcasing its investment strategies and market positioning in the evolving financial advisory sector.
Listed Funds Trust files NPORT-P report detailing assets
Listed Funds Trust's latest NPORT-P filing reveals significant asset and liability details, reflecting its commitment to transparency in the investment industry.
Listed Funds Trust Reports Updated Asset Figures in Filing
Listed Funds Trust's recent filing shows changes in assets and liabilities, signaling a strategic shift in investment management.
Northwestern University reveals investment holdings in 13F-HR
Northwestern University discloses its investment portfolio in a recent 13F-HR filing, showcasing strategic asset allocation and significant holdings.
Strengthening Families & Communities reports Q3 2026 holdings
Strengthening Families & Communities, LLC reports $458.86 million in holdings in its latest 13F-HR filing, reflecting its investment strategy as of Q3 2026.
Midwest Trust Co reports $8.99 billion in investments
Midwest Trust Co's latest filing shows a significant increase in its investment portfolio, totaling approximately $8.99 billion as of September 30, 2026.
Guardian Partners reveals $1.12 billion in latest 13F-HR filing
Guardian Partners Inc. reports over $1.12 billion in assets in its recent 13F-HR filing, reflecting strategic investment activity as of September 30, 2026.
Atala Financial reports $172.4 million in portfolio holdings
Atala Financial Inc discloses a portfolio value of $172.4 million in its latest SEC filing, reflecting its investment strategies as of September 30, 2026.
Stillwater Wealth Management Group Reports $186.8M Portfolio
Stillwater Wealth Management Group's 13F-HR reveals a $186.8 million portfolio as of September 30, 2026, reflecting strategic investments in major firms.
Canoe Financial LP reports $8.03 billion in latest filing
Canoe Financial LP's recent 13F-HR filing shows a portfolio value of $8.03 billion, highlighting its strategic investment choices as of September 30, 2026.
CASH TRUST SERIES INC files application with SEC
CASH TRUST SERIES INC has filed an application with the SEC, signaling important regulatory progress for the investment company.
Schuylkill Financial reports third-quarter holdings in SEC filing
Schuylkill Financial LLC discloses third-quarter investment holdings valued at over $101 million, reflecting its strategic asset allocation.
Fortune Financial Group reports $112M in holdings for Q3 2026
Fortune Financial Group, Inc. discloses over $112 million in holdings for Q3 2026, showcasing investments in major companies like Alphabet and Amazon.
Delaware Group Income Funds reports no net sales for year
Delaware Group Income Funds reveals no net sales in its recent filing, highlighting trends in the investment industry and potential impacts on competitors.
General Electric reports $471.8M in quarterly 13F-HR filing
General Electric Co's latest 13F-HR filing reveals $471.8 million in investments, showcasing its strategic holdings in the electrical equipment sector.
Sawyer & Company reveals $297.6 million in holdings
Sawyer & Company, Inc. discloses $297.6 million in investments, including major stakes in Apple and Amazon, reflecting its strategy in the financial sector.
Federated Premier Intermediate Municipal Income Fund files new SEC application
Federated Premier Intermediate Municipal Income Fund submits SEC filing, signaling potential changes in strategy within the investment sector.
Frost Investment Advisors files 13F notice for Q3 2026
Frost Investment Advisors has submitted a 13F notice detailing portfolio changes as of September 30, 2026, impacting the financial advisory landscape.
Manchester Capital Management reports $736M in holdings
Manchester Capital Management LLC disclosed $736M in holdings as of September 30, 2026, reflecting strategic investment decisions and industry trends.
Newport Asia LLC files 13F-HR report for Q3 2026
Newport Asia LLC submits its 13F-HR report, showing no reported investments for Q3 2026, reflecting a period of inactivity.