Alera Investment Advisors, LLC has submitted a 13F Notice, detailing changes in its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and may influence other players in the investment advisory sector.

Background

Alera Investment Advisors, LLC is an investment advisory firm based in Deerfield, Illinois. The firm is incorporated in Delaware and operates under the SEC Act of 1934. Its recent filings include multiple 13F Notices, with the latest dated October 30, 2026, and previous ones on August 3, 2026, and May 15, 2026.

What the Filing Says

The filing states, "This submission type is a 13F Notice," indicating that it is a report of changes in the firm’s holdings. The report is part of Alera's compliance with SEC regulations and reflects its investment management activities.

Impact

This filing may affect various stakeholders, including investors, clients, and competitors in the investment advisory industry. As firms like Alera adjust their portfolios, other investment advisors may also reevaluate their strategies in light of market conditions.

What's Next

The filing does not say what happens next.

Filing Details

The 13F Notice was filed on October 30, 2026, and pertains to the reporting period ending September 30, 2026. This filing is categorized under the SEC Act of 1934 and is assigned SEC File Number 028-19257.

Filer Information

Alera Investment Advisors, LLC is located at Three Parkway North, Suite 500, Deerfield, IL 60015. The firm’s Central Index Key (CIK) is 0001759485, and its Employer Identification Number (EIN) is 821301701. The firm is managed by Tanner Debowsky, who serves as a Compliance Analyst.

Other Managers

The filing also mentions another manager, Ascent Group, LLC, with a CIK of 0001913231, indicating that Alera Investment Advisors, LLC may collaborate or share information with other investment management entities.

Compliance and Signatures

The filing was signed by Tanner Debowsky on October 30, 2026, from Wethersfield, CT. This signature confirms the accuracy and completeness of the information provided in the filing.

Limitations of the Filing

While the filing provides insights into the firm's compliance and operational structure, it does not disclose specific details about the investment holdings or strategies employed by Alera Investment Advisors, LLC. Additionally, there is no information regarding the performance of the investments or any forward-looking statements about the firm's future strategies.