Saratoga Advantage Trust files latest financial report
Saratoga Advantage Trust reveals its financial standing in a recent filing, showcasing significant assets and liabilities as it navigates the investment landscape.
Saratoga Advantage Trust reports financials for Q3 2026
Saratoga Advantage Trust reveals Q3 2026 financials with total assets of $3.82 million, highlighting its position in the investment management sector.
Saratoga Advantage Trust reports $10 million in net assets
Saratoga Advantage Trust's NPORT-P filing reveals over $10 million in net assets, showcasing its investment strategies and market positioning.
Saratoga Advantage Trust Reports Financial Update for Q3 2026
Saratoga Advantage Trust reveals its financial standing with total assets of $7.62 million as of August 31, 2026, showcasing its focus on small capitalization portfolios.
Bauman Advisory Group Reports $202.85M in Holdings
Bauman Advisory Group, LLC disclosed its holdings worth $202.85 million as of September 30, 2026, showcasing its investment strategy and compliance.
Mountain Pacific Investment Advisers reports $609.57M assets
Mountain Pacific Investment Advisers LLC files 13F-HR, revealing $609.57 million in assets under management as of September 30, 2026.
VIRTU AMERICAS LLC updates trading operations with ATS-N/MA
VIRTU AMERICAS LLC files ATS-N/MA, enhancing trading operations and algorithmic data disclosures, impacting competitors in the financial services sector.
Simplify Exchange Traded Funds Files New Prospectus for ETF
Simplify Exchange Traded Funds has filed a new prospectus for its Simplify Propel Opportunities ETF, emphasizing its investment strategies and risks.
Koshinski Asset Management reports $1.91B in 13F-HR filing
Koshinski Asset Management, Inc. files 13F-HR report revealing $1.91 billion in assets under management, showcasing diverse investment strategies.
Saratoga Advantage Trust reports financial update for Q3 2026
Saratoga Advantage Trust files NPORT-P, revealing financials for Q3 2026, including total assets of $35 million and liabilities of $139,909.
VASO Corp files definitive materials for annual meeting
VASO Corp has filed definitive additional materials for its annual meeting, detailing director elections and proposals for shareholders.
Simplify Exchange Traded Funds files summary prospectus for ETF
Simplify Exchange Traded Funds files a summary prospectus for the Simplify Health Care ETF, effective November 1, 2026, focusing on health care investments.
Eldridge Dynamic Income Fund files application for changes
Eldridge Dynamic Income Fund has filed an application with the SEC, indicating significant operational changes following recent name adjustments.
VASO Corp schedules annual stockholder meeting for December
VASO Corp has set its annual stockholder meeting for December 8, 2026, to vote on key governance matters, including director elections.
Integrity Alliance, LLC Reports Latest 13F-HR Filing
Integrity Alliance, LLC has filed its 13F-HR report, detailing significant investment holdings and reflecting its strategic positioning in the financial services sector.
Caitong International Asset Management reports $1B in holdings
Caitong International Asset Management reveals over $1 billion in assets in its latest SEC filing, showcasing its investment strategies and market position.
Appian Way Asset Management reports no holdings in latest filing
Appian Way Asset Management LP's recent filing reveals no holdings as of September 30, 2026, raising questions about its investment strategy.
Integrity Advisory Solutions reports $952.94M in holdings
Integrity Advisory Solutions, LLC files 13F report revealing $952.94 million in holdings, showcasing its investment strategy in the financial services sector.
Rudd Co d/b/a Styre Wealth reports $102M in holdings
Rudd Co d/b/a Styre Wealth disclosed over $102 million in investments in its latest SEC filing, reflecting strategic positioning in the financial services sector.
Spectrum Wealth Advisory Group reveals $354M in Q3 holdings
Spectrum Wealth Advisory Group's latest 13F-HR filing shows $353.98 million in holdings, including major stakes in Alphabet, Amazon, and Apple.