FT 13172 Reports $10.5M in Annual Securities Sales
FT 13172 announces $10.5 million in securities sold for the fiscal year ending September 3, 2026, signaling growth in the investment sector.
Trellis Wealth Advisors reports $299M in holdings for Q3 2026
Trellis Wealth Advisors LLC reveals $299 million in holdings in its latest 13F-HR filing, reflecting investment strategies as of September 30, 2026.
Kapitalo Investimentos reveals $881M in holdings in SEC filing
Kapitalo Investimentos Ltda reports $881 million in investments, including major firms like Amazon and Nvidia, highlighting its market influence.
NIGHTVIEW CAPITAL Reports $131.7M in Latest Holdings
NIGHTVIEW CAPITAL, LLC disclosed its latest 13F-HR filing, showing $131.7 million in holdings as of September 30, 2026, focusing on major tech and finance companies.
Arlington Partners reports $65.4 million in latest 13F-HR
Arlington Partners LLC reveals a portfolio worth $65.4 million in its latest 13F-HR filing, highlighting key investments in Vanguard ETFs.
Tesla urges shareholder support ahead of 2026 Annual Meeting
Tesla, Inc. calls on shareholders to vote for key proposals at its 2026 Annual Meeting, emphasizing the importance of leadership continuity.
Fairvoy Private Wealth Reports Q3 2026 13F-HR Filing
Fairvoy Private Wealth, LLC discloses its Q3 2026 investment holdings in a recent 13F-HR filing, showing a total value of $496.3 million.
DGB Investment Seeks Director Election at Ethan Allen Amid Concerns
DGB Investment files proxy statement for director nominees at Ethan Allen's annual meeting, raising concerns over transparency and governance.
Arnold Financial Planning reports $146.67M in holdings
Arnold Financial Planning LLC's latest filing shows $146.67 million in holdings, highlighting key investments in major tech companies.
Themes ETF Trust delays effectiveness of ETF registration
Themes ETF Trust has filed to delay the effectiveness of its registration statement for three new ETFs, signaling a strategic pause in its offerings.
Altus Wealth Group Reports $265.95M in Latest 13F Filing
Altus Wealth Group LLC discloses $265.95 million in investments as of September 30, 2026, showcasing its strategic portfolio growth in the financial services sector.
Clark Financial Services Group reveals $214.2M in holdings
Clark Financial Services Group's latest 13F-HR filing shows $214.2 million in holdings, reflecting its investment strategy in the financial services sector.
Aurora Private Wealth reveals Q3 2026 holdings in 13F report
Aurora Private Wealth, Inc. reports $158.7 million in holdings for Q3 2026, showcasing a diverse investment strategy across various sectors.
ProShares Trust Requests Withdrawal of Fund Registration
ProShares Trust has requested the withdrawal of its registration for the ProShares Ultra ABB Fund, indicating a strategic shift for the investment firm.
Louisbourg Investments Reports Quarterly Holdings Update
Louisbourg Investments Inc. reveals quarterly holdings worth $545 million, showcasing its investment strategy in the financial services sector.
FT 12359 files 24F-2NT, signaling end of investment company
FT 12359's recent filing indicates the end of its investment company registration, impacting its strategy and the broader investment industry.
Frost Investment Services files 13F-NT for Q3 2026
Frost Investment Services has submitted its 13F-NT filing for Q3 2026, reflecting its investment activities and commitment to transparency.
McHugh Group reports $204M in quarterly holdings
McHugh Group, LLC reports over $204 million in assets in its latest 13F filing, reflecting ongoing investment strategies in key sectors.
Opulen Financial Group reports $162.9 million in holdings
Opulen Financial Group LLC reports $162.9 million in holdings, reflecting its investment strategies and positioning in the asset management industry.
Hidden Cove Wealth Management reveals latest 13F holdings
Hidden Cove Wealth Management, LLC discloses its latest investment holdings in a recent SEC filing, showcasing a total value of $186.8 million.