Home » SEC Filing Articles
Advisory Services Network LLC Buys 2,974 Shares of International Business Machines Corporation $IBM
Advisory Services Network LLC lifted its position in International Business Machines Corporation (NYSE:IBM – Free Report) by 4.5% in the third quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Aspire Private Capital LLC Has $4.99 Million Stock Holdings in Vanguard Small-Cap ETF $VB
Aspire Private Capital LLC reduced its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 12.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Aspire Private Capital LLC Buys New Shares in The Allstate Corporation $ALL
Aspire Private Capital LLC bought a new position in shares of The Allstate Corporation (NYSE:ALL – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
43,673 Shares in Carnival Corporation $CCL Bought by Aspire Private Capital LLC
Aspire Private Capital LLC purchased a new stake in Carnival Corporation (NYSE:CCL – Free Report) during the third quarter, according to its most recent filing with the SEC. The fund purchased 43,673 shares of the company’s... More of this article »
Dimensional International Core Equity 2 ETF $DFIC Stock Holdings Raised by Asset Dedication LLC
Asset Dedication LLC increased its holdings in shares of Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 5.5% in the third quarter, according to its most recent filing with the SEC. The fund owned 2,377,033... More of this article »
Aspire Private Capital LLC Sells 432,151 Shares of SPDR Portfolio Aggregate Bond ETF $SPAB
Aspire Private Capital LLC trimmed its stake in SPDR Portfolio Aggregate Bond ETF (NYSEARCA:SPAB – Free Report) by 38.8% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Asset Dedication LLC Buys 44,574 Shares of Invesco BulletShares 2027 Corporate Bond ETF $BSCR
Asset Dedication LLC boosted its position in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR – Free Report) by 6.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Dimensional World ex U.S. Core Equity 2 ETF $DFAX is Asset Dedication LLC’s 6th Largest Position
Asset Dedication LLC decreased its holdings in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) by 3.7% in the third quarter, according to the company in its most recent filing with the Securities and... More of this article »
Asset Dedication LLC Acquires 116,955 Shares of Dimensional U.S. Targeted Value ETF $DFAT
Asset Dedication LLC increased its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 4.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Asset Dedication LLC Has $19.53 Million Position in SPDR S&P 400 Mid Cap Value ETF $MDYV
Asset Dedication LLC lifted its stake in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 5.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Advisory Services Network LLC Sells 764 Shares of GE Vernova Inc. $GEV
Advisory Services Network LLC reduced its position in GE Vernova Inc. (NYSE:GEV – Free Report) by 2.5% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Advisory Services Network LLC Raises Stock Position in AT&T Inc. $T
Advisory Services Network LLC increased its stake in AT&T Inc. (NYSE:T – Free Report) by 12.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Procter & Gamble Company (The) $PG Shares Acquired by Advisory Services Network LLC
Advisory Services Network LLC lifted its position in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 3.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Advisory Services Network LLC Acquires 10,932 Shares of Chevron Corporation $CVX
Advisory Services Network LLC boosted its holdings in shares of Chevron Corporation (NYSE:CVX – Free Report) by 7.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Aspire Private Capital LLC Raises Stock Holdings in Vanguard Short-Term Tax-Exempt Bond ETF $VTES
Aspire Private Capital LLC increased its holdings in shares of Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES – Free Report) by 26.3% during the third quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Asset Dedication LLC Purchases 27,621 Shares of Dimensional U.S. Equity ETF $DFUS
Asset Dedication LLC increased its position in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 4.1% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
Invesco BulletShares 2026 Corporate Bond ETF $BSCQ Stock Position Increased by Asset Dedication LLC
Asset Dedication LLC boosted its position in shares of Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ:BSCQ – Free Report) by 3.3% during the 3rd quarter, according to the company in its most recent disclosure with the... More of this article »
Aspire Private Capital LLC Sells 52,103 Shares of Vanguard Tax-Exempt Bond ETF $VTEB
Aspire Private Capital LLC lessened its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 35.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Dimensional U.S. Core Equity 2 ETF $DFAC is Asset Dedication LLC’s Largest Position
Asset Dedication LLC increased its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 1.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Aspire Private Capital LLC Invests $914,000 in Align Technology, Inc. $ALGN
Aspire Private Capital LLC acquired a new stake in shares of Align Technology, Inc. (NASDAQ:ALGN – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Aspire Private Capital LLC Sells 9,321 Shares of Vanguard FTSE Emerging Markets ETF $VWO
Aspire Private Capital LLC decreased its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 6.9% in the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 126,621... More of this article »
Aspire Private Capital LLC Has $12.83 Million Stake in SPDR SSGA US Sector Rotation ETF $XLSR
Aspire Private Capital LLC trimmed its stake in SPDR SSGA US Sector Rotation ETF (NYSEARCA:XLSR – Free Report) by 3.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Vanguard Value ETF $VTV is Aspire Private Capital LLC’s 4th Largest Position
Aspire Private Capital LLC lifted its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 2.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
ARQ Wealth Advisors LLC Invests $510,000 in Sysco Corporation $SYY
ARQ Wealth Advisors LLC purchased a new stake in Sysco Corporation (NYSE:SYY – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 6,195 shares... More of this article »
6,600 Shares in Ventas, Inc. $VTR Acquired by ARQ Wealth Advisors LLC
ARQ Wealth Advisors LLC bought a new stake in Ventas, Inc. (NYSE:VTR – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought... More of this article »
Aspire Private Capital LLC Reduces Position in Vanguard Growth ETF $VUG
Aspire Private Capital LLC trimmed its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 6.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
ARQ Wealth Advisors LLC Takes $482,000 Position in Avantis All Equity Markets ETF $AVGE
ARQ Wealth Advisors LLC purchased a new stake in Avantis All Equity Markets ETF (NYSEARCA:AVGE – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
ARQ Wealth Advisors LLC Purchases New Shares in Anheuser-Busch InBev SA/NV $BUD
ARQ Wealth Advisors LLC purchased a new position in Anheuser-Busch InBev SA/NV (NYSE:BUD – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
ARQ Wealth Advisors LLC Takes $591,000 Position in United Parcel Service, Inc. $UPS
ARQ Wealth Advisors LLC purchased a new position in United Parcel Service, Inc. (NYSE:UPS – Free Report) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
ARQ Wealth Advisors LLC Buys New Position in Becton, Dickinson and Company $BDX
ARQ Wealth Advisors LLC bought a new stake in Becton, Dickinson and Company (NYSE:BDX – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
ARQ Wealth Advisors LLC Invests $543,000 in JPMorgan U.S. Quality Factor ETF $JQUA
ARQ Wealth Advisors LLC acquired a new position in shares of JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
ARQ Wealth Advisors LLC Makes New $690,000 Investment in Comcast Corporation $CMCSA
ARQ Wealth Advisors LLC purchased a new stake in shares of Comcast Corporation (NASDAQ:CMCSA – Free Report) during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
ARQ Wealth Advisors LLC Takes $626,000 Position in FedEx Corporation $FDX
ARQ Wealth Advisors LLC acquired a new position in shares of FedEx Corporation (NYSE:FDX – Free Report) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund acquired 2,639 shares of the... More of this article »
ARQ Wealth Advisors LLC Acquires Shares of 3,172 Waste Management, Inc. $WM
ARQ Wealth Advisors LLC bought a new position in shares of Waste Management, Inc. (NYSE:WM – Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
ARQ Wealth Advisors LLC Purchases 109,495 Shares of Global X Nasdaq 100 Covered Call ETF $QYLD
ARQ Wealth Advisors LLC boosted its holdings in shares of Global X Nasdaq 100 Covered Call ETF (NASDAQ:QYLD – Free Report) by 68.5% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
ARQ Wealth Advisors LLC Makes New $743,000 Investment in The Charles Schwab Corporation $SCHW
ARQ Wealth Advisors LLC acquired a new stake in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund acquired 7,785 shares of the... More of this article »
Achmea Investment Management B.V. Grows Holdings in Quest Diagnostics Incorporated $DGX
Achmea Investment Management B.V. lifted its position in shares of Quest Diagnostics Incorporated (NYSE:DGX – Free Report) by 5.2% in the third quarter, according to the company in its most recent disclosure with the Securities... More of this article »
CF Industries Holdings, Inc. $CF Stock Holdings Lessened by Achmea Investment Management B.V.
Achmea Investment Management B.V. lessened its holdings in shares of CF Industries Holdings, Inc. (NYSE:CF – Free Report) by 2.6% in the third quarter, according to the company in its most recent filing with the Securities &... More of this article »
ARQ Wealth Advisors LLC Purchases New Holdings in U.S. Bancorp $USB
ARQ Wealth Advisors LLC acquired a new position in shares of U.S. Bancorp (NYSE:USB – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
ARQ Wealth Advisors LLC Grows Stock Position in Avantis U.S. Equity ETF $AVUS
ARQ Wealth Advisors LLC lifted its position in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 13.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
ARQ Wealth Advisors LLC Has $11.36 Million Holdings in Vanguard Mega Cap Value ETF $MGV
ARQ Wealth Advisors LLC cut its position in Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Free Report) by 5.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 82,066 shares of the company’s... More of this article »
ARQ Wealth Advisors LLC Buys 27,613 Shares of Cambria Foreign Shareholder Yield ETF $FYLD
ARQ Wealth Advisors LLC raised its position in shares of Cambria Foreign Shareholder Yield ETF (BATS:FYLD – Free Report) by 36.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
ARQ Wealth Advisors LLC Has $4.65 Million Stock Holdings in Vanguard International High Dividend Yield ETF $VYMI
ARQ Wealth Advisors LLC lifted its stake in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 43.3% in the third quarter, according to the company in its most recent filing with the Securities and... More of this article »
ARQ Wealth Advisors LLC Has $4.80 Million Position in Global X U.S. Infrastructure Development ETF $PAVE
ARQ Wealth Advisors LLC grew its position in Global X U.S. Infrastructure Development ETF (BATS:PAVE – Free Report) by 36.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Avantis Emerging Markets Equity ETF $AVEM Shares Sold by ARQ Wealth Advisors LLC
ARQ Wealth Advisors LLC reduced its stake in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 18.9% in the third quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Columbia EM Core ex-China ETF $XCEM Stock Holdings Trimmed by ARQ Wealth Advisors LLC
ARQ Wealth Advisors LLC decreased its holdings in Columbia EM Core ex-China ETF (NYSEARCA:XCEM – Free Report) by 9.1% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
ARQ Wealth Advisors LLC Sells 40,159 Shares of SPDR Portfolio S&P 400 Mid Cap ETF $SPMD
ARQ Wealth Advisors LLC reduced its stake in SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD – Free Report) by 36.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
ARQ Wealth Advisors LLC Sells 8,557 Shares of JPMorgan U.S. Momentum Factor ETF $JMOM
ARQ Wealth Advisors LLC reduced its stake in shares of JPMorgan U.S. Momentum Factor ETF (NYSEARCA:JMOM – Free Report) by 5.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »