Popov Patricia D has submitted a 13F Notice, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the firm's current investment strategy and portfolio management.
Background
Popov Patricia D is an investment advisory firm based in Boston, Massachusetts. The firm operates under the Central Index Key (CIK) number 0001799678. It has filed several forms with the SEC, including the recent 13F Notices, which indicate its investment activities. The firm is associated with Nichols & Pratt, LLP, which is also mentioned in the filing.
What the Filing Says
The filing states that it is a 13F Notice, which is a report that investment managers must file to disclose their holdings. The report period is noted as September 30, 2026, and it was filed on October 20, 2026. The document also includes information about the firm's compliance officer, Kimberly H. Latifi, who signed the filing.
Impact
This filing may affect other investment managers and stakeholders in the investment advisory sector. By disclosing its holdings, Popov Patricia D sets a precedent for transparency that may influence how other firms manage and report their portfolios.
What's Next
The filing does not say what happens next.