Klingman & Associates reports $2.4B portfolio in latest filing
Klingman & Associates, LLC discloses a $2.4 billion portfolio in its latest 13F-HR filing, reflecting strategic investments in key sectors.
Ranmore Fund Management reveals quarterly holdings update
Ranmore Fund Management Ltd discloses its quarterly holdings, totaling $900.6 million, impacting the asset management industry and investor strategies.
Eagle Wealth Strategies reveals $263 million in holdings
Eagle Wealth Strategies LLC discloses over $263 million in holdings in its latest 13F-HR filing, highlighting key investments in major companies.
Lakeshore Capital Group reveals $157 million in holdings
Lakeshore Capital Group's latest SEC filing shows $157 million in investments, reflecting its strategy in the financial services sector.
Hardworking Capital Advisors Reveals $121.2M Portfolio in 13F-HR
Hardworking Capital Advisors, LLC reports a $121.2 million portfolio in its latest 13F-HR filing, highlighting significant investments in major tech companies.
Guardian Investment Management files 13F-HR for Q3 2026
Guardian Investment Management reports a $156.86M portfolio value in its latest 13F-HR filing, showcasing diverse investments across major companies.
Tranquility Partners reports $288 million in holdings
Tranquility Partners, LLC reports $288 million in holdings as of September 30, 2026, reflecting its investment strategy in major companies.
SummerHaven amends 13F filing to correct holdings data
SummerHaven Investment Management amends its 13F filing, correcting previous errors in reported holdings, emphasizing transparency and accuracy.
Breakwater Investment Management reports Q3 holdings update
Breakwater Investment Management reveals $301.7 million in assets under management in its latest quarterly report, reflecting its investment strategies.
Urban Wealth Management files 13F-HR report for Q3 2026
Urban Wealth Management, LLC files its 13F-HR report for Q3 2026, revealing significant investments in major tech companies.
Milestones Private Investment Advisors Files 13F-HR Report
Milestones Private Investment Advisors LLC files its 13F-HR, reporting $123 million in holdings, including investments in major tech companies.
ShariaPortfolio reports $284 million in 13F-HR filing
ShariaPortfolio, Inc. discloses $284 million in holdings in its latest 13F-HR filing, showcasing its investment strategies in the financial sector.
Portside Wealth Group reveals latest 13F-HR investment report
Portside Wealth Group's recent 13F-HR filing shows over $901 million in holdings, reflecting strategic adjustments in its investment portfolio.
TABR Capital Management discloses $136.4M in holdings
TABR Capital Management, LLC reports $136.4 million in holdings as of September 30, 2026, showcasing its investment strategy in the financial services sector.
Nutanix files annual report for fiscal year ending July 31
Nutanix, Inc. files its annual report, detailing financial performance and strategic developments for the fiscal year ending July 31, 2026.
CLPS Inc files amendment to annual report for 2026
CLPS Inc has filed an amendment to its annual report, updating financial information for the fiscal year ending June 30, 2026.
Global Trust Asset Management reveals $320.9M in holdings
Global Trust Asset Management's latest 13F-HR filing shows $320.9 million in assets, highlighting key investments in major companies.
Capital Investment Counsel reports $935.37M in assets
Capital Investment Counsel, Inc. files 13F-HR report, revealing $935.37 million in assets under management as of September 30, 2026.
Nayax Ltd. registers additional shares under incentive plan
Nayax Ltd. registers additional shares under its Global Equity Incentive Plan, reinforcing its commitment to employee incentives and growth.
Alken Asset Management reveals $78,487 in latest 13F-HR filing
Alken Asset Management Ltd files its 13F-HR report, showing $78,487 in holdings as of September 30, 2026, impacting the asset management landscape.