MBM Wealth Consultants Discloses Equity Portfolio of 119 Positions
MBM Wealth Consultants, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The firm reported ownershi…
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MBM Wealth Consultants, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The firm reported ownershi…
Cornerstone National Bank & Trust Co has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists …
Khazanah Nasional Berhad has filed its Form 13F-HR for the period ending December 31, 2025, disclosing its equity holdings in U.S. securities. The report lists 124 distinct positio…
Khazanah National Berhad, the sovereign wealth fund of Malaysia, has filed its Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of Ma…
Canal Insurance Company, based in Greenville, South Carolina, has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity holdings as of September 30,…
Khazanah Nasional Berhad, the sovereign wealth fund of Malaysia, has filed a Form 13F-HR report disclosing its equity holdings in the United States as of June 30, 2026. The filing,…
Bank Pictet & Cie (Europe) AG has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, …
Hegarty Advisors, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission (SEC) disclosing its equity securities holdings as of September 30, 2026. The filing,…
South Shore Capital Advisors has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reveals the fi…
Robinswood Financial LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the fir…
Abner Herrman & Brock LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists the firm's portfolio manager, F…
A4 Wealth Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 50 …
Rothschild & Co Wealth Management UK Ltd filed a Form 13F-HR with the Securities and Exchange Commission on October 20, 2026, disclosing its equity holdings as of the close of busi…
POM Investment Strategies, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 402 di…
Clear Trail Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 159 distinc…
Hill Island Financial LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 20, 2026, disclosing its equity holdings as of September 30, 2026. The filing l…
LifeGuide Financial Advisors, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing the firm’s equity holdings as of September 30, 2026. The fili…
Hobbs Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists a total …
Asset Allocation Strategies LLC has filed its Form 13F-HR report for the period ending September 30, 2026. The filing, signed by Chief Compliance Officer Darren Woolson, details th…
Van Cleef Asset Management, Inc. filed a Form 13F-HR on August 6, 2024, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists a total o…