#Form13F

Fazen Capital

@fazencapital.bsky.social

1 day ago

InvesTrust Files Form 13F on Apr 7, 2026 InvesTrust filed Form 13F on Apr 7, 2026; SEC requires managers with >$100M to report within 45 days — review quarter-end exposures and potential sector tilts now.

InvesTrust Files Form 13F on Apr 7, 2026: InvesTrust filed Form 13F on Apr 7, 2026; SEC requires managers with >$100M to report within 45 days — review quarter-end exposures and potential sector… 👈 Read full analysis #InvesTrust #Form13F #SECReporting #InvestmentManagement #FinancialRegulations

Fazen Capital

@fazencapital.bsky.social

1 day ago

AMS Capital 13F Filed on Apr 7, 2026 AMS Capital filed a Form 13F on 7 Apr 2026 reporting positions as of 31 Mar 2026; the SEC 45-day filing window and $100m threshold make this a timely but partial snapshot.

AMS Capital 13F Filed on Apr 7, 2026: AMS Capital filed a Form 13F on 7 Apr 2026 reporting positions as of 31 Mar 2026; the SEC 45-day filing window and $100m threshold make this a timely but partial snapshot. 👈 Read full analysis #AMSCapital #Form13F #SEC #InvestmentStrategies #FinancialReporting

Fazen Capital

@fazencapital.bsky.social

1 day ago

J. Safra Sarasin 13F Filed Apr 7, 2026 J. Safra Sarasin filed Form 13F on Apr 7, 2026 (7 days after Mar 31 reporting date); SEC allows 45 days and $100m filing threshold (SEC.gov).

J. Safra Sarasin 13F Filed Apr 7, 2026: J. Safra Sarasin filed Form 13F on Apr 7, 2026 (7 days after Mar 31 reporting date); SEC allows 45 days and $100m filing threshold (SEC.gov). 👈 Read full analysis #JSafraSarasin #Form13F #SECfiling #InvestmentInsights #FinancialRegulations

Fazen Capital

@fazencapital.bsky.social

2 days ago

Israel Discount Bank 13F Filed Apr 6, 2026 Israel Discount Bank of New York filed a Form 13F on Apr 6, 2026 reporting holdings as of Mar 31, 2026; filings are due within 45 days of quarter-end under SEC rules.

Israel Discount Bank 13F Filed Apr 6, 2026: Israel Discount Bank of New York filed a Form 13F on Apr 6, 2026 reporting holdings as of Mar 31, 2026; filings are due within 45 days of quarter-end under SEC… 👈 Read full analysis #IsraelDiscountBank #Form13F #InvestmentInsights #FinancialReporting #SEC

Fazen Capital

@fazencapital.bsky.social

5 days ago

Hickory Point Bank & Trust 13F Apr 3 Hickory Point Bank & Trust filed a Form 13F on Apr 3, 2026, reporting holdings as of Mar 31; note SEC's 45-day rule and $100M filing threshold.

Hickory Point Bank & Trust 13F Apr 3: Hickory Point Bank & Trust filed a Form 13F on Apr 3, 2026, reporting holdings as of Mar 31; note SEC's 45-day rule and $100M filing threshold. 👈 Read full analysis #HickoryPointBank #Form13F #InvestmentReport #SECRegulations #FinancialTrademark

Cott Law Group

@cottlawgroup.bsky.social

5 months ago

Reminder for filers:

Form 13F → due Nov 14, 2025
Form PF → due Nov 29, 2025

Prep now for filings covering Q3 (ended Sept 30).

#regulatoryreminder #form13f #formpf