Ashford Advisors, LLC (Filer 0001861158) Submits 13F-HR Form to SEC
In a recent 13F-HR filing submitted to the Securities and Exchange Commission (SEC), Ashford Advisors, LLC disclosed its holdings as of the reporting period. The filing is significant as it provides transparency into the investment activities of the company, including details on the securities it holds and any changes made to its portfolio. Investors and analysts often look to these filings to gain insights into the investment strategies of institutional investors like Ashford Advisors, LLC.
Ashford Advisors, LLC is a financial advisory firm that offers a range of services including investment management, financial planning, and retirement planning. Based on the information provided in the filing, interested parties can review the company’s investment decisions and potentially gain valuable information for their own investment strategies. For more information about Ashford Advisors, LLC, you can visit their website here.
The 13F-HR form is a quarterly report filed by institutional investment managers with at least $100 million in assets under management. The form requires disclosure of the manager’s equity holdings, including the names of the securities held, the number of shares, and the total market value. By reviewing these filings, investors can track the buying and selling activities of institutional investors like Ashford Advisors, LLC and potentially identify investment opportunities or trends in the market.
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Ashford Advisors, LLC (0001861158) Files Form 13F-HR with SEC
