Wagner Wealth Management Reports $127.8M in Holdings
Wagner Wealth Management, Corp reports $127.8 million in holdings, showcasing its investment strategy and commitment to transparency in the wealth management industry.
Stellar V Capital Corp. files annual report, outlines strategy
Stellar V Capital Corp. files annual report, shedding light on its strategy and financial health in the blank check industry.
Sensible Money reports $388.8M in latest 13F filing
Sensible Money, LLC's 13F filing reveals $388.8 million in holdings as of September 30, 2026, highlighting key investments in major companies.
RF&L Wealth Management files 13F-HR with $148.8 million in assets
RF&L Wealth Management's latest 13F-HR filing reveals $148.8 million in assets under management, reflecting strategic investment choices in major companies.
Mitsubishi UFJ Asset Management Reports $212M in Holdings
Mitsubishi UFJ Asset Management (UK) Ltd. disclosed $212 million in holdings as of September 30, 2026, highlighting strategic moves in the asset management industry.
Sterling Capital Funds Files Updated Registration Statement
Sterling Capital Funds has filed an updated registration statement, indicating plans to expand its investment offerings and adapt to market demands.
Rare Wolf Capital LLC reveals $169M in Q3 holdings
Rare Wolf Capital LLC discloses its Q3 holdings in an SEC filing, totaling $169.1 million across 117 positions, reflecting strategic investment choices.
DGB Investment seeks board change at Ethan Allen Interiors
DGB Investment files proxy statement to solicit votes for director nominees at Ethan Allen Interiors, signaling potential governance changes.
Affirm Holdings files preliminary proxy statement for vote
Affirm Holdings has filed a preliminary proxy statement, signaling upcoming shareholder votes on key corporate matters.
Polunin Capital Partners Reports Q3 2026 Holdings in 13F-HR
Polunin Capital Partners Ltd reveals its Q3 2026 investment portfolio in a recent 13F-HR filing, showing a total value of $496,779.
IEH Corp Files Preliminary Proxy Statement for Annual Meeting
IEH Corp has filed a preliminary proxy statement ahead of its annual meeting, focusing on shareholder engagement and governance matters.
PRIVATE TRUST CO NA reports $1.27 billion in assets
PRIVATE TRUST CO NA's latest filing shows a portfolio value of over $1.27 billion, reflecting diverse investment strategies in the financial services sector.
Oak Harvest Investment Services Reports $1 Billion in Holdings
Oak Harvest Investment Services' latest filing reveals over $1 billion in holdings as of September 30, 2026, showcasing its strategic investments in major companies.
Fortem Financial Group reveals $487 million portfolio in 13F-HR
Fortem Financial Group's latest 13F-HR filing shows a portfolio valued at $487 million, highlighting key investments in major companies.
Popov Patricia D files 13F Notice detailing investment changes
Popov Patricia D has submitted a 13F Notice, revealing changes in its investment strategy as of September 30, 2026, reflecting its ongoing management approach.
LATIFI Kimberly H files 13F Notice for Q3 2026
LATIFI Kimberly H has submitted a 13F Notice detailing its investment portfolio as of September 30, 2026, highlighting its commitment to transparency.
Prevail Innovative Wealth Advisors Reports $776M in Assets
Prevail Innovative Wealth Advisors reveals $776 million in assets under management in its latest 13F-HR filing, showcasing a diverse investment portfolio.
Sage Capital Management reports $263 million in holdings
Sage Capital Management files 13F-HR, revealing $263 million in holdings as of September 30, 2026, highlighting key investment strategies.
Nichols Richard K files 13F Notice reflecting investment changes
Nichols Richard K has filed a 13F Notice, indicating potential changes in investment strategy. This reflects broader trends in asset management.
Ares Core Infrastructure Fund Files Fidelity Bond with SEC
Ares Core Infrastructure Fund has filed a fidelity bond with the SEC, enhancing investor confidence and operational integrity.