13F-HR - Heritage Family Offices, LLP (0002019316) (Filer)
Institutional holdings report (13F-HR) filed by Heritage Family Offices, LLP.
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Institutional holdings report (13F-HR) filed by Heritage Family Offices, LLP.
Institutional holdings report (13F-HR) filed by Advisory Solutions Group, LLC.
Institutional holdings report (13F-HR) filed by ACT CAPITAL MANAGEMENT, LLC.
Institutional holdings report (13F-HR) filed by DAVIDSON TRUST CO.
Wells Fargo CM MBS 2025-5C3 filed an 8-K with the SEC highlighting compliance listing and updated tabulation of assets. This fits into the broader context of the active commercial …
Institutional holdings report (13F-HR) filed by Team Hewins, LLC.
Institutional holdings report (13F-HR) filed by Evolution Wealth Advisors, LLC.
Institutional holdings report (13F-HR) filed by BEESE FULMER INVESTMENT MANAGEMENT, INC..
Benchmark 2024-V12 Mortgage Trust reported the Black Spruce and Briarwood loans, which make up 3.6% of the asset pool. This disclosure is material to understanding the trust's coll…
Institutional holdings report (13F-HR) filed by Guardian Partners Inc..
Institutional holdings report (13F-HR) filed by Financial Network Wealth Advisors LLC.
Institutional holdings report (13F-HR) filed by SHARPEPOINT LLC.
Institutional holdings report (13F-HR) filed by Washington Trust Advisors, Inc..
The Newport on the Levee mortgage loan's servicing agreement was modified among BMO Commercial Mortgage Securities LLC, Trimont LLC, and others.
Institutional holdings report (13F-HR) filed by NEW YORK STATE COMMON RETIREMENT FUND.
Institutional holdings report (13F-HR) filed by Fiduciary Wealth Partners, LLC.
Institutional holdings report (13F-HR) filed by Ruedi Wealth Management, Inc..
The reporting entity disclosed the formation of a new collateral pool and business combination. Registrant is Barclays Commercial Mortgage Securities LLC, a sponsor/entity.
Benchmark 2025-V13 Mortgage Trust reported that its Woodland Mall and Colony Square loans are being serviced tax reference under a Dec. 2024 agreement. Loan servicing is carried ou…
Fidelity Private Credit Fund reports total return of 9.90% since inception as of June 30, 2026, as investors continue to engage with private credit assets.