Asset Advisors Investment Management reveals Q3 holdings
Asset Advisors Investment Management's latest filing shows significant investments in major companies, reflecting its strategic focus in the asset management sector.
NORTHSTAR ASSET MANAGEMENT Co reports $552.9M in holdings
NORTHSTAR ASSET MANAGEMENT Co's latest 13F-HR filing reveals $552.9 million in holdings, reflecting its investment strategies as of September 30, 2026.
Blue Zone Wealth Advisors Reports $635.9M in Holdings
Blue Zone Wealth Advisors, LLC disclosed a portfolio worth $635.9 million in its latest SEC filing, showcasing its investment strategy and market positioning.
Geremia Financial Services reports $104 million in holdings
Geremia Financial Services, LLC reports its investment holdings totaling over $104 million as of September 30, 2026, highlighting key positions in major companies.
RPOA Advisors reveals $3.35B in latest 13F-HR filing
RPOA Advisors, Inc. files 13F-HR, disclosing $3.35 billion in holdings, highlighting strategic investment choices in the advisory sector.
FT 11672 Files Annual Report, Marks End of Fiscal Year
FT 11672 files its annual report, indicating over $30 million in securities redeemed and marking the end of its fiscal year on September 8, 2026.
Balboa Wealth Partners Reports $747M in Latest Holdings
Balboa Wealth Partners reveals over $747 million in assets in its latest filing, showcasing its investment strategies and portfolio diversity.
New England Private Wealth Advisors Reports $1B in Holdings
New England Private Wealth Advisors LLC disclosed over $1 billion in holdings, showcasing its investment strategies in the latest filing.
Retirement Planning Group reports $4 billion in assets
Retirement Planning Group, LLC reports over $4 billion in assets under management, reflecting strong growth in the investment advisory sector.
Essex Investment Management Co LLC reports $674.7 million in assets
Essex Investment Management Co LLC files 13F-HR, reporting $674.7 million in assets under management as of September 30, 2026.
Roger Wittlin Investment Advisory reports $128.3M in holdings
Roger Wittlin Investment Advisory, LLC reveals $128.3 million in holdings, showcasing investments in major companies like Alphabet and Vanguard.
NOVEM GROUP Reports Over $1 Billion in Investment Holdings
NOVEM GROUP's recent SEC filing shows over $1 billion in investments, indicating strategic positioning in the competitive investment management sector.
Defined Wealth Management reports Q3 investment holdings
Defined Wealth Management, LLC files 13F-HR report, revealing $194.9 million in holdings as of September 30, 2026.
Washington Trust Advisors Reports $1.4B in Latest 13F-HR Filing
Washington Trust Advisors, Inc. files 13F-HR report showing $1.4 billion in investments as of September 30, 2026, signaling key industry trends.
Columbia Funds Variable Series Trust II updates prospectus
Columbia Funds Variable Series Trust II updates its prospectus, changing portfolio management details that could impact investor confidence.
Donalies Financial Planning reports $136 million in assets
Donalies Financial Planning, LLC files its 13F report, revealing $136 million in assets under management as of September 30, 2026.
Courier Capital amends 13F filing, shows $2B in investments
Courier Capital LLC updates its 13F filing, revealing over $2 billion in investments, highlighting its active management strategy in the investment sector.
Maia Wealth LLC Reports $725 Million in Latest Holdings
Maia Wealth LLC's recent 13F filing reveals over $725 million in investments, showcasing strategic holdings in major companies like Apple and Amazon.
Tanager Wealth Management Reports Major Holdings in 13F-HR
Tanager Wealth Management LLP's latest filing reveals significant holdings in major companies, reflecting its investment strategy and position in the industry.
FTC Solar to Hold Annual Meeting on November 30, 2026
FTC Solar, Inc. announces its Annual Meeting of Stockholders for November 30, 2026, covering key proposals including director elections and stock issuance.