Delaware Charter Guarantee & Trust Co. has recently filed a 13F Notice, which signifies an update regarding its investment activities as of September 30, 2026. This filing is crucial as it reflects the company's adherence to regulatory requirements set forth by the Securities and Exchange Commission (SEC).
Delaware Charter Guarantee & Trust Co. is based in Wilmington, Delaware, and operates under the SEC file number 028-22671. The company has been consistent in its reporting, having filed multiple 13F Notices in recent months, with the latest submission dated November 2, 2026. This filing is part of a series of disclosures that demonstrate the company's commitment to transparency in its investment strategies.
The filing states that there were no table entries or values reported, indicating that there were no significant changes in the investment portfolio that needed to be disclosed. The filing was signed by Mike Polich, the Trust Investment Officer, who emphasized the importance of compliance and accurate reporting.
This update may affect stakeholders, including investors and regulatory bodies, who rely on such filings for insights into the company’s investment activities. The presence of Principal Financial Group Inc. as another manager in the filing highlights the interconnected nature of investment management firms and their reporting obligations.
The filing does not specify what actions or changes may follow this submission, leaving stakeholders awaiting further updates or disclosures in the future.
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