Anderson Evans Kephart Files Form 3 Indicating Ownership Change
Anderson Evans Kephart files a Form 3 with the SEC, indicating a change in ownership, reflecting strategic moves in the real estate investment sector.
Montag A & Associates Inc. reports $2.3 billion portfolio
Montag A & Associates Inc. reveals a $2.3 billion investment portfolio in its latest SEC filing, highlighting key holdings in major tech and consumer companies.
O'Domhnaill Enterprises reports $129.8M in holdings
O'Domhnaill Enterprises, Inc. discloses $129.8 million in holdings, reflecting a strategic focus on technology and consumer goods in its latest SEC filing.
Hartline Investment Corp. Reports Q3 2026 13F Holdings
Hartline Investment Corp. disclosed its Q3 2026 13F holdings, totaling approximately $969 million in assets, reflecting its investment strategy.
Themes Management Co LLC reveals $151.9M in holdings
Themes Management Co LLC reports $151.9 million in holdings as of September 30, 2026, showcasing its investment strategy in technology and finance sectors.
Prosperity Financial Group reveals latest 13F-HR filing details
Prosperity Financial Group's recent 13F-HR filing showcases its investment strategy and portfolio as of September 30, 2026.
Horizon Advisory Services reports Q3 2026 holdings
Horizon Advisory Services, Inc. filed its Q3 2026 13F-HR report, revealing over $264 million in assets under management across various sectors.
Carolina Wealth Management reveals $233 million in holdings
Carolina Wealth Management Inc discloses $233 million in investments in its latest 13F filing, showcasing a diverse portfolio in the asset management sector.
Recon Technology schedules annual general meeting for December
Recon Technology, Ltd announces its annual general meeting set for December 4, 2026, focusing on key resolutions including director reappointments.
McBroom & Associates files 13F-HR for Q3 2026
McBroom & Associates, LLC has filed its 13F-HR, detailing over $165 million in investments as of September 30, 2026, including major firms like Apple and Microsoft.
Bambusa Therapeutics files SEC certification for business growth
Bambusa Therapeutics has filed a certification with the SEC, signaling progress in its business development in the biological products sector.
Bullseye Investment Management reports $202M in holdings
Bullseye Investment Management, LLC reveals its holdings valued at over $202 million, showcasing its investment strategy and market position.
Hendley & Co Inc. Reports 48 Holdings in Latest 13F-HR Filing
Hendley & Co Inc. reveals 48 holdings valued at $286,545 in its latest 13F-HR filing, showcasing its investment strategy and market position.
Kozak & Associates Reports $552M in Latest 13F Holdings
Kozak & Associates, Inc. reveals a total investment value of over $552 million in its latest SEC filing, showcasing diverse holdings in stocks and ETFs.
Bernzott Capital Advisors reveals Q3 2026 holdings report
Bernzott Capital Advisors discloses its Q3 2026 holdings, totaling $233.45 million, with significant investments in major companies like Amazon and Microsoft.
Prudential Sector Funds reports $1.55 billion in assets
Prudential Sector Funds, Inc. files NPORT-P, revealing $1.55 billion in total assets and a focus on health sciences investments.
Strategic Wealth Investment Group reports over $806 million in assets
Strategic Wealth Investment Group's latest 13F-HR filing shows over $806 million in assets, highlighting key investments in technology and healthcare sectors.
Townsend Asset Management Corp Reports Q3 2026 13F Holdings
Townsend Asset Management Corp's latest 13F filing reveals key investments and strategies for Q3 2026, impacting the asset management industry.
SEI Catholic Values Trust reports $460.8 million in assets
SEI Catholic Values Trust reveals $460.8 million in total assets, highlighting its commitment to socially responsible investments in a changing market.
Strategic Value Partners reveals latest investment holdings
Strategic Value Partners, L.P. discloses its investment holdings in a recent filing, showcasing key positions in various companies.