Enterprise Trust Co has recently filed a new 13F-NT, which reflects changes in its investment strategy as of September 30, 2026. This filing is significant as it provides insights into the company's current holdings and future direction within the financial services sector.

Background

Enterprise Trust Co, based in Los Gatos, California, is a financial services company involved in managing investments. The company has undergone a name change, previously known as Enterprise Trust & Investment Co, effective May 17, 2019. The firm primarily operates under the Central Index Key (CIK) 0001777127.

What the Filing Says

The recent filing, dated November 5, 2026, indicates that the report is not an amendment and covers the period ending September 30, 2026. It was submitted under the SEC Act of 1934, and the filing manager is listed as Jennifer Elmenhurst, the Director and Chief Trust Officer.

Impact

This filing may affect various stakeholders, including investors and competitors in the financial services industry. Notably, Lido Advisors, LLC is mentioned as another investment manager in the filing, suggesting a competitive environment where firms are continuously adjusting their strategies based on market conditions.

What's Next

The filing does not say what happens next.

Company Information

Enterprise Trust Co is incorporated in California and has a fiscal year that ends on December 31. The company operates out of its business address located at 15425 Los Gatos Blvd, Suite 150, Los Gatos, CA 95032. The primary contact number for the company is 408-358-5811.

Filing Details

The filing is categorized as a 13F Notice and is identified by SEC file number 028-19560. It confirms that this report is not an amendment and reflects the investment positions as of September 30, 2026. The filing manager, Jennifer Elmenhurst, holds the title of Director and Chief Trust Officer, and she signed the document on November 5, 2026.

Other Investment Managers

In addition to Lido Advisors, LLC, which is mentioned in the filing, there is no further detail provided about other investment managers or their strategies. The filing does not include specific information about the total value of the assets under management or the specific holdings of Enterprise Trust Co.