Ashoka WhiteOak Capital reveals $342.7M portfolio in filing
Ashoka WhiteOak Capital Pte Ltd's latest 13F-HR report shows a portfolio valued at $342.7 million, highlighting key investments in various sectors.
United Asset Strategies reveals latest investment holdings
United Asset Strategies, Inc. reports its 13F-HR filing, showcasing its investment portfolio as of September 30, 2026, and highlighting key holdings.
SEC staff action raises concerns for Kiromic Biopharma
Kiromic Biopharma faces SEC staff action, signaling regulatory scrutiny that could impact its operations and the biological products industry.
Lynch Asset Management Reports $392.6M in Latest 13F-HR
Lynch Asset Management's latest 13F-HR filing shows $392.6 million in assets, highlighting key investments in major companies as of September 30, 2026.
Blueprint Financial Advisors reports $936 million in assets
Blueprint Financial Advisors LLC reveals $936 million in assets in its latest 13F-HR filing, showcasing a diverse investment portfolio.
Strid Group reveals $917 million in latest 13F-HR filing
Strid Group, LLC's recent 13F-HR filing shows a total investment value of approximately $917 million, reflecting its strategic portfolio management.
Federated Hermes Institutional Trust Files New Registration Statement
Federated Hermes Institutional Trust has submitted a new registration statement, reflecting its commitment to enhancing fund offerings in the investment sector.
Renaissance Investment Group Reports $487M in Holdings
Renaissance Investment Group LLC's latest filing shows a diverse portfolio worth $487 million, impacting investor sentiment in asset management.
Guilbault Capital reports $102M in latest investment holdings
Guilbault Capital LLC reveals over $102 million in investments, highlighting its strategy in the competitive asset management sector.
Bridge Builder Trust Updates Small Cap Fund Prospectus
Bridge Builder Trust updates its Small Cap Fund prospectus, focusing on small-cap investments and waiving management fees until 2027.
Bridge Builder Trust Files Summary Prospectus for Fund
Bridge Builder Trust updates investors with a new summary prospectus for its Tax Managed Large Cap Fund, focusing on fees and investment strategies.
Bridge Builder Trust Files Summary Prospectus for Fund
Bridge Builder Trust files a summary prospectus for its Large Cap Growth Fund, detailing investment strategies and fees, enhancing transparency for investors.
Bridge Builder Trust Updates Summary Prospectus for Fund
Bridge Builder Trust updates its summary prospectus for the Bridge Builder Mid Cap Fund, outlining investment strategies and management fees.
Bridge Builder Trust Files Summary Prospectus for Fund
Bridge Builder Trust has filed a summary prospectus for its Large Cap Value Fund, detailing investment strategies and fee structures.
Birinyi Associates reports $423,064 in 13F-HR filing
Birinyi Associates Inc reveals $423,064 in 13F-HR filing, showcasing key investments in major companies like Apple and Amazon.
Wellment Financial Reports $92.9 Million in Investments
Wellment Financial's latest filing reveals $92.9 million in investments, showcasing its strategic positioning in the financial services sector.
Parcion Private Wealth reveals $1.85B in latest 13F-HR filing
Parcion Private Wealth LLC's recent 13F-HR filing shows a portfolio valued at $1.85 billion, highlighting key investments and trends in wealth management.
Virginia Retirement Systems releases latest investment holdings
Virginia Retirement Systems has disclosed its latest investment holdings, showcasing significant market positioning and strategic investments across sectors.
Upstart Wealth Management files latest 13F notice
Upstart Wealth Management, LLC has submitted its 13F notice, detailing investment positions as of September 30, 2026, highlighting transparency in asset management.
Auour Investments reports $353.17 million in 13F filing
Auour Investments LLC reveals $353.17 million in assets in its latest 13F filing, showcasing its investment strategy in major companies.