DeLarme Wealth Management reports $177.77 million in assets
DeLarme Wealth Management, Inc. files 13F-HR, revealing $177.77 million in assets under management and highlighting investment strategies.
Vale S.A. Reports Operational Updates in Latest Filing
Vale S.A. provides operational updates in a recent filing, impacting the metal mining industry and potentially influencing competitors.
Northeast Investment Management Reports $2.79B in Assets
Northeast Investment Management files 13F-HR, revealing $2.79 billion in assets under management as of September 30, 2026.
Unified Series Trust Reports Financials for OneAscent ETF
Unified Series Trust releases NPORT-P report detailing OneAscent Emerging Markets ETF's financials, showcasing transparency in the investment sector.
Unified Series Trust reports fund performance update
Unified Series Trust's recent filing shows total assets of $411 million for its OneAscent International Equity ETF, impacting investor sentiment in the sector.
Unified Series Trust Reports Financials for OneAscent ETF
Unified Series Trust's recent filing reveals total assets of $94 million for its OneAscent Enhanced Small and Mid Cap ETF, highlighting industry trends.
360 Funds Certifies No Changes in Prospectus Information
360 Funds files a certification confirming no changes to its prospectus, indicating stability in its investment strategies.
WisdomTree Trust reports financials in latest NPORT-P filing
WisdomTree Trust's NPORT-P filing reveals total assets over $58 million and net assets exceeding $51 million as of August 31, 2026.
WisdomTree Trust reports financials for strategic metals fund
WisdomTree Trust's NPORT-P filing reveals financial details of its Efficient Rare Earth Plus Strategic Metals Fund, highlighting challenges in the current market.
WisdomTree Trust Reports Financials in Latest Filing
WisdomTree Trust's recent filing reveals key financial details and asset management strategies, impacting investor perceptions in the investment sector.
ETF Opportunities Trust Announces Operational Change
ETF Opportunities Trust has filed a certificate indicating a change effective October 30, 2026, reflecting ongoing adjustments in its operations.
Virtus Managed Account Completion Shares Trust Files 497J
Virtus Managed Account Completion Shares Trust files 497J, confirming no changes to its prospectus, ensuring compliance and transparency in the investment sector.
Jacksonville Wealth Management reports $190.5M in holdings
Jacksonville Wealth Management's latest 13F-HR report shows $190.5 million in securities holdings, reflecting its investment strategy and market positioning.
Boston Trust Walden Inc. files latest 13F Notice for Q3 2026
Boston Trust Walden Inc. has filed its 13F Notice for Q3 2026, detailing its investment activities and strategies in the asset management industry.
Virtus Investment Trust Files 497J to Confirm Prospectus Consistency
Virtus Investment Trust confirms consistency of its prospectus in a recent SEC filing, reinforcing compliance and transparency in the investment industry.
Wrenne Financial Planning reports $303 million in holdings
Wrenne Financial Planning LLC discloses over $303 million in investments, highlighting major positions in tech and financial sectors, according to its latest filing.
American Funds U.S. Small & Mid Cap Equity Fund Reports Results
American Funds U.S. Small & Mid Cap Equity Fund files its latest report, revealing performance and holdings as of August 31, 2026.
Boston Trust Walden files 13F Notice, reveals portfolio changes
Boston Trust Walden National Association files a 13F Notice, indicating portfolio changes as of September 30, 2026, reflecting its investment strategy.
Strategent Financial reveals $203.5 million in holdings
Strategent Financial, LLC reports $203.5 million in holdings in its latest 13F filing, showcasing a diverse investment strategy as of September 30, 2026.
AMCAP Fund Reports Semi-Annual Performance Update
AMCAP Fund files semi-annual report, revealing asset allocation and performance metrics as of August 31, 2026, impacting the investment management industry.