River's Edge Wealth Management reports Q3 2026 holdings
River's Edge Wealth Management, LLC reveals its Q3 2026 investment holdings, totaling $119.27 million across 49 positions.
93 Financial Group reports $241.96M in latest holdings
93 Financial Group, LLC discloses $241.96 million in holdings in its latest SEC filing, showcasing a diversified investment strategy.
Forge Nano Holdings files certification amid corporate changes
Forge Nano Holdings, Inc. has filed a certification with the SEC, signaling a pivotal moment in its corporate restructuring and compliance efforts.
Momentous Wealth Management reveals $206 million in assets
Momentous Wealth Management, Inc. reports a portfolio worth over $206 million in its latest SEC filing, showcasing key investments in major companies.
PVG Asset Management Corp reveals $146.7M in holdings
PVG Asset Management Corp discloses $146.7 million in holdings as of September 30, 2026, highlighting its investment strategy and market position.
Courage Miller Partners reports $378.9M in 13F-HR filing
Courage Miller Partners, LLC disclosed a total investment value of $378.9 million in its latest 13F-HR filing, reflecting ongoing portfolio management strategies.
Seamount Financial Group Reports $254.76M in Holdings
Seamount Financial Group's latest 13F-HR filing reveals $254.76 million in holdings, showcasing its investment strategy and compliance in the financial services sector.
McCarley & Cook Financial Planners Reports $131.9M Holdings
McCarley & Cook Financial Planners reports $131.9 million in holdings, showcasing investments in major companies like Amazon and Procter & Gamble.
Woodward Diversified Capital reports $254.5M in assets
Woodward Diversified Capital, LLC disclosed $254.5 million in assets under management in its latest 13F-HR filing, highlighting key investments in tech and consumer sectors.
AMG Asset Management Group reveals $161.9M in holdings
AMG Asset Management Group disclosed its 13F filing with $161.9 million in holdings, showcasing a diverse investment strategy as of September 30, 2026.
DBX ETF Trust reports financial data in latest filing
DBX ETF Trust reveals financial data in its recent filing, showing total assets of approximately $65.9 million, impacting investor confidence.
BNY Mellon Investment Funds VII reports annual filing results
BNY Mellon Investment Funds VII, Inc. reveals significant securities redemptions in its annual filing, reflecting challenges in the investment management sector.
Base Wealth Management amends 13F-HR filing for Q3 2026
Base Wealth Management LLC amends its 13F-HR filing, reporting $224.97 million in holdings as of September 30, 2026, impacting the investment management sector.
Pembroke Management Reports $808.5M in Latest Holdings
Pembroke Management, LTD reports $808.5 million in assets in its latest 13F-HR filing, reflecting its investment strategies and market adaptation.
Grantvest Financial Group Reports $173.76 Million in Holdings
Grantvest Financial Group LLC's latest SEC filing reveals $173.76 million in holdings across 253 positions, reflecting its investment strategy.
Precedent Wealth Partners reports $650.96 million in holdings
Precedent Wealth Partners, LLC disclosed $650.96 million in holdings as of September 30, 2026, showcasing its investment strategy across various sectors.
Avantra Family Wealth reports Q3 2026 investment holdings
Avantra Family Wealth, Inc. reports over $167 million in holdings for Q3 2026, highlighting key investments in major companies.
First Trust Exchange-Traded Fund VIII Reports Asset Figures
First Trust Exchange-Traded Fund VIII reveals significant asset management figures in its latest filing, showcasing its financial strength in the investment sector.
LCW Services reports $239.7 million in latest 13F filing
LCW Services, LLC reveals $239.7 million in investments in its latest 13F filing, highlighting key positions in major tech stocks.
Oakmont Investment Advisors reveals $148M portfolio in filing
Oakmont Investment Advisors discloses its latest holdings, showcasing a diverse portfolio valued at over $148 million in a recent SEC filing.