In a recent SEC filing, Pitcairn Financial Group LLC disclosed an amended 13F report, known as 13F-NT/A, indicating changes to its holdings of publicly traded securities. The filing is significant as it provides insights into the investment decisions made by the firm, which manages over $6 billion in assets for high-net-worth families and institutions. By detailing their buying and selling activities, the filing offers valuable information to investors and analysts looking to track trends in the market.
Pitcairn Financial Group LLC, a registered investment adviser based in Jenkintown, Pennsylvania, specializes in providing customized investment solutions and wealth management services. With a focus on long-term financial planning, the firm aims to help clients preserve and grow their wealth across generations. For more information about Pitcairn Financial Group LLC and its services, please visit their official website at https://www.pitcairn.com.
The 13F-NT/A filing submitted by Pitcairn Financial Group LLC falls under the category of a Form 13F, which must be filed quarterly by institutional investment managers with at least $100 million in assets under management. This form requires disclosure of equity holdings, including stocks, options, and convertible debt securities, providing transparency into the investment activities of these firms. Investors can use this information to gain insights into the portfolio composition and trading strategies of institutional investors like Pitcairn Financial Group LLC.
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Pitcairn Financial Group LLC Submits Form 13F-NT/A Filing to SEC
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