In a recent 13F-HR filing submitted to the Securities and Exchange Commission, James J. Burns & Company, LLC disclosed its holdings as of the end of the reporting period. The filing is significant as it provides transparency into the investment decisions made by the firm, offering valuable insights for investors and market analysts. By detailing the securities held, purchased, and sold by James J. Burns & Company, LLC, this filing can indicate the firm’s investment strategy and outlook on various companies and sectors.
James J. Burns & Company, LLC is an investment management firm based in the United States. With this filing, the company has revealed its current investment portfolio, which can be of interest to those tracking the firm’s performance in the market. For more information about James J. Burns & Company, LLC and its services, please visit their official website here.
The 13F-HR form is a quarterly filing required by the SEC of institutional investment managers with assets under management above a certain threshold. It provides a snapshot of the manager’s holdings at the end of the quarter, including information on the securities held and any changes to the portfolio during the reporting period. Investors and analysts often review these filings to gain insights into the investment decisions and strategies of various institutional investors.
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James J. Burns & Company, LLC (0001949059) Files 13F-HR Form with SEC
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