In a recent 13F-HR filing, Dougherty Wealth Advisers LLC disclosed its holdings as of the reporting period ending September 30th. This filing is significant as it provides insights into the investment decisions made by the firm, including any new positions taken or existing positions sold during the period. Investors and analysts often look to these filings to gauge the sentiment of institutional investors and to potentially mimic their investment strategies.
Dougherty Wealth Advisers LLC is a registered investment advisory firm based in Minneapolis, Minnesota. The firm offers wealth management services to high-net-worth individuals, families, and institutions. With a focus on personalized financial planning and investment management, Dougherty Wealth Advisers aims to help clients achieve their long-term financial goals. For more information about Dougherty Wealth Advisers LLC, please visit their website.
The 13F-HR filing submitted by Dougherty Wealth Advisers LLC is a quarterly report required by the Securities and Exchange Commission (SEC) for institutional investment managers with assets under management above a certain threshold. The form discloses the firm’s equity holdings, including the stocks, options, and other securities held in their portfolio. This information provides transparency to regulators, investors, and the public about the investment activities of the firm.
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Dougherty Wealth Advisers LLC (0001755933) Files 13F-HR Form with SEC
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