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Form 13F BMSS Wesson Wealth Solutions For: 6 February
| USA | economy

Form 13F BMSS Wesson Wealth Solutions For: 6 February

#Form 13F #Wesson Wealth Solutions #SEC filing #Investment holdings #Institutional manager #Asset management #Equity portfolio

📌 Key Takeaways

  • Wesson Wealth Solutions filed its mandatory Form 13F with the SEC on February 6.
  • The filing discloses the firm's institutional investment holdings and equity positions.
  • Such disclosures are required for managers handling over $100 million in qualifying assets.
  • The report provides transparency into how the firm is navigating current market trends and sectoral shifts.

📖 Full Retelling

Wesson Wealth Solutions, a prominent investment management firm, submitted its quarterly Form 13F filing to the U.S. Securities and Exchange Commission (SEC) in Washington, D.C., on February 6, 2024, to disclose the company’s institutional investment holdings. This mandatory regulatory filing serves as a public record of the firm's equity positions, providing transparency into the portfolio management strategies and market movements of large institutional investment managers as of the end of the previous calendar quarter. The disclosure highlights the firm’s specific allocations across various sectors, allowing analysts and investors to track shifts in institutional sentiment and asset distribution. Under federal securities laws, institutional investment managers who exercise investment discretion over $100 million or more in Section 13(f) securities are required to report their holdings. These filings are closely watched by the financial community to gauge where high-net-worth wealth managers are placing their bets in the current economic landscape. Wesson Wealth Solutions' latest report offers a detailed snapshot of their diversified portfolio, reflecting their response to recent market volatility and interest rate adjustments. By analyzing these filings, market participants can identify whether the firm is increasing exposure to technology, healthcare, or defensive sectors. While the Form 13F does not reveal short positions or certain cash holdings, it remains a critical tool for understanding the broader strategy of professional wealth managers in an increasingly complex financial environment.

🐦 Character Reactions (Tweets)

Diana Money

Looks like Wesson Wealth Solutions just dropped the hottest mixtape of the quarter! 🎤💸 Can't wait for the 'Track 13F' charts to drop! #InvestmentBeats

Bobby Buck

Wesson's Form 13F: where institutional investors spill the tea about their portfolio. ☕️ Just remember, some brews are bitter! #WealthWoes

Sally Strategy

Breaking: Wesson's quarterly filing reveals their secret weapon in the market: a diversified portfolio protected by the mighty forces of optimism! 🚀📈 #InvestorMagic

Frankie Finance

Ah, the Form 13F—where transparency meets the thrill of competition! Who knew finance could be this riveting? 🥳 Let the investment games begin! #Form13FShowdown

💬 Character Dialogue

v1: Ah, the quarterly filings. A delightful way to reveal how wealthy people play hide and seek with reality.
v2: Baka! Just numbers on a paper! I want to see them fight it out in a gladiator arena over those assets!
v1: Financial gladiators? Sounds riveting. I'd bring popcorn, but I prefer the taste of despair.
v2: Despair? Pfft! If they lose money, it's just proof they weren't good enough! Let them figure it out on their own!
v1: Indeed, the rich should revel in their own self-made chaos. It’s poetic, really.

🏷️ Themes

Finance, Regulation, Investment

📚 Related People & Topics

SEC filing

SEC filing

Type of financial statements in the United States

# SEC Filing An **SEC filing** is a formal financial statement or regulatory document submitted to the **U.S. Securities and Exchange Commission (SEC)**. These filings are mandatory requirements designed to ensure transparency, providing a standardized method for disclosing material information to ...

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Asset management

Asset management

Systematic method of maintaining assets

# Asset Management **Asset management** is a systematic and coordinated approach to the governance and realization of value from the assets for which an organization or entity is responsible. The discipline involves the balancing of costs, opportunities, and risks against the desired performance of...

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🔗 Entity Intersection Graph

Connections for SEC filing:

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📄 Original Source Content
try{ var _=i o; . if(!_||_&&typeof _==="object"&&_.expiry As Claude disrupts stock market, Anthropic researcher warns ’world is in peril’ Gold, silver prices rise amid U.S.-Iran tensions, blowout January payrolls data Dow halts three-day win streak as blowout jobs data curbs rate cut bets Citi pushes back Fed rate cuts to May after blowout January jobs report (South Africa Philippines Nigeria) Form 13F BMSS Wesson Wealth Solutions For: 6 February Filings Published 02/06/2026, 03:01 PM Form 13F BMSS Wesson Wealth Solutions For: 6 February 0 Form 13F BMSS Wesson Wealth Solutions For: 6 February 0 Latest comments Post Comment Guidelines Trade With A Regulated Broker Indices Commodities Bonds Stocks US 30 50,162.00 +40.6 +0.08% US 500 6,943.10 +1.7 +0.02% Dow Jones 50,121.40 -66.74 -0.13% S&P 500 6,941.45 -0.36 -0.01% Nasdaq 23,066.47 -36.01 -0.16% S&P 500 VIX 17.65 -0.14 -0.79% Dollar Index 96.75 -0.060 -0.06% Crude Oil WTI Futures 64.96 +0.33 +0.51% Brent Oil Futures 69.71 +0.05 +0.07% Natural Gas Futures 3.227 -0.006 -0.19% Gold Futures 5,079.21 -19.29 -0.38% Silver Futures 82.00 -1.920 -2.29% Copper Futures 5.966 -0.0238 -0.40% US Soybeans Futures 1,140.63 +17.13 +1.52% U.S. 10Y 4.177 +0.005 +0.12% U.S. 30Y 4.818 +0.004 +0.08% U.S. 5Y 3.745 +0.004 +0.11% U.S. 3M 3.704 +0.010 +0.27% US 10Y T-Note Futures 112.25 -0.03 -0.03% Euro Bund Futures 128.63 -0.04 -0.03% 10-2 Yield Spread 31.32 +4.15 +15.27% AAPL 275.50 +1.82 +0.67% NVDA 189.99 +1.45 +0.77% GOOGL 310.96 -7.62 -2.39% TSLA 428.27 +3.40 +0.80% AMZN 204.01 -2.95 -1.43% NFLX 79.61 -2.60 -3.16% META 668.69 -2.03 -0.30% Investing Challenges Join our investing challenges and compete for rewards while you learn!

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