Naples Money Management LLC recently submitted a Form 13F-HR filing with the Securities and Exchange Commission (SEC), indicating significant changes in its investment portfolio. The filing provides insight into the firm’s holdings, including the addition or disposal of securities during the reporting period. Investors and analysts often review such filings to gauge the investment strategies of institutional investors like Naples Money Management LLC.
Naples Money Management LLC is an investment management firm based in Naples, Florida. The company offers a range of financial services, including portfolio management and investment advisory. With the submission of the 13F-HR filing, Naples Money Management LLC discloses its current investment positions, providing transparency to its clients and the public. For more information about Naples Money Management LLC, you can visit their website here.
Form 13F-HR is a quarterly filing required by the SEC for institutional investment managers with assets under management above a certain threshold. The filing discloses the manager’s equity holdings, including stocks, options, and convertible securities. It offers valuable information for investors and market analysts to track the investment activities of institutional investors like Naples Money Management LLC.
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Naples Money Management LLC (0002008660) Files 13F-HR Form with SEC
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