Oath Planning reports $154.1M in latest 13F-HR filing
Oath Planning, LLC's 13F-HR filing reveals $154.1 million in securities, showcasing its investment strategies and major holdings as of September 30, 2026.
Wheelhouse Advisory Group reveals $378M in latest 13F filing
Wheelhouse Advisory Group's 13F filing shows $378 million in holdings, highlighting key investments in technology and consumer sectors.
UMB Financial Services submits amended regulatory filing
UMB Financial Services, Inc. has filed an amendment to its regulatory disclosures, indicating ongoing compliance adjustments in the municipal advisory sector.
William John Sempolinski reports $258.87 million in holdings
William John Sempolinski's latest filing shows $258.87 million in holdings, emphasizing strategic investments in technology and consumer sectors.
Aspect Partners reports $264.4M in latest 13F-HR filing
Aspect Partners, LLC files 13F-HR reporting $264.4M in assets under management, revealing diverse investment strategies and portfolio holdings.
Egerton Capital reports $9.82 billion in Q3 holdings
Egerton Capital (UK) LLP disclosed $9.82 billion in investments as of Q3 2026, reflecting its strategic focus on major tech and consumer firms.
J. Safra Sarasin Holding AG Reports $7B in Holdings
J. Safra Sarasin Holding AG files quarterly holdings, revealing over $7 billion in investments, impacting the asset management industry.
GF Fund Management reveals $7.72B in latest 13F filing
GF Fund Management Co. Ltd. discloses $7.72 billion in holdings in its latest 13F filing, impacting investor strategies in the financial services sector.
Ehrlich Financial Group Reports $193 Million in Holdings
Ehrlich Financial Group's latest 13F-HR filing reveals over $193 million in investments, showcasing its strategic portfolio management as of September 30, 2026.
Stone Ridge Trust VIII reports annual filing with no new sales
Stone Ridge Trust VIII's annual filing shows no new securities sold and over $5.4 million in redemptions, impacting investor confidence in the sector.
Hudson Capital Management reports $405.4 million in assets
Hudson Capital Management's latest 13F-HR filing reveals $405.4 million in assets under management, showcasing diverse investments in major corporations.
BondBloxx ETF Trust registers new AI Infrastructure Debt ETF
BondBloxx ETF Trust files registration for the BondBloxx AI Infrastructure Debt ETF, expanding its investment offerings in a competitive market.
Zullo Investment Group Reports $309.7M in Holdings
Zullo Investment Group, Inc. files 13F-HR report revealing $309.7 million in holdings as of September 30, 2026.
LeConte Wealth Management Reports $187M Portfolio in 13F-HR
LeConte Wealth Management's latest 13F-HR filing shows a portfolio valued at $187 million, reflecting strategic investments in major companies.
Apex Wealth Management reports Q3 2026 holdings update
Apex Wealth Management, LLC reveals its Q3 2026 holdings in a recent SEC filing, showcasing a total portfolio value of approximately $169.9 million.
BKM Wealth Management files N-PX report on voting practices
BKM Wealth Management's recent N-PX filing reveals it did not exercise voting rights, impacting shareholder engagement strategies in the investment management sector.
Eagle Bluffs Wealth Management Reports $290.8 Million Holdings
Eagle Bluffs Wealth Management's latest SEC filing reveals $290.8 million in holdings, showcasing key investments in major companies.
Wilkerson Advisory Group reveals $335M in latest 13F-HR
Wilkerson Advisory Group's latest 13F-HR filing shows $335.3 million in assets, highlighting key investments in major companies.
TaoWeave Files Preliminary Proxy for Annual Meeting
TaoWeave, Inc. files a preliminary proxy statement for its December 2026 annual meeting, seeking shareholder approval on key proposals.
Great Hill Capital LLC Reports Latest Holdings in 13F Filing
Great Hill Capital LLC's recent 13F filing reveals significant investments, including stakes in Alibaba and Pfizer, impacting the financial landscape.