Hillcrest Wealth Advisors – NY, LLC Submits 13F-HR Filing to SEC (0001767121) – Latest Financial Disclosure Form Revealed

In its recent 13F-HR filing, Hillcrest Wealth Advisors – NY, LLC disclosed its holdings as of the reporting period. The filing is significant as it provides transparency into the investment decisions made by the company, offering valuable insights for investors and analysts. By detailing the securities held, purchased, and sold by Hillcrest Wealth Advisors – NY, LLC, this filing can help interested parties track the firm’s investment strategy and performance.

Hillcrest Wealth Advisors – NY, LLC is an investment advisory firm based in New York. As a filer of the 13F-HR form, the company is required to disclose its investment holdings on a quarterly basis, providing transparency into its investment activities. Investors and market watchers can review the filing to gain an understanding of Hillcrest Wealth Advisors – NY, LLC’s portfolio composition and any notable changes in its holdings. For more information about Hillcrest Wealth Advisors – NY, LLC, visit their website here.

The 13F-HR form is a quarterly report filed with the Securities and Exchange Commission (SEC) by institutional investment managers with at least $100 million in assets under management. The form discloses the manager’s equity holdings, including the stocks and securities held in its portfolio. By requiring investment managers to report their holdings, the SEC aims to promote transparency in the financial markets and provide investors with valuable information for making informed decisions.

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Hillcrest Wealth Advisors – NY, LLC (0001767121) Files 13F-HR Form with SEC