In a recent 13F-HR filing submitted to the Securities and Exchange Commission, Wendell David Associates Inc disclosed its holdings as of the end of the reporting period. The filing is significant as it provides investors and the public with insight into the investment decisions made by the company. By revealing which stocks Wendell David Associates holds in its portfolio, this filing can offer valuable information on the firm’s investment strategy and outlook on various companies.
Wendell David Associates Inc is an investment management firm based in New York. With a focus on providing investment advisory services to high net worth individuals, the company offers personalized investment solutions tailored to meet the unique needs and goals of its clients. For more information about Wendell David Associates Inc, please visit their website here.
The 13F-HR filing submitted by Wendell David Associates Inc is a quarterly report required by the SEC of institutional investment managers with assets under management of $100 million or more. The form discloses the firm’s holdings of publicly traded securities, including stocks, options, and convertible debt. Investors and analysts often review these filings to gain insights into the investment strategies of institutional investors like Wendell David Associates Inc.
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Wendell David Associates Inc Files 13F-HR Form with SEC
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