M.D. Sass, LLC
    SEC Filings

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    All SEC filings by M.D. Sass, LLC — annual and quarterly reports, current reports, registrations, proxies and ownership forms, updated in real time.

    Financials

    No results found.

    Events

    No results found.

    Registrations and Prospectuses

    40-APPApplication for exemptive order (Investment Company Act)Jan 27, 2026

    Proxies

    N-PXAnnual report of proxy voting recordAug 21, 2026
    N-PXAnnual report of proxy voting recordAug 29, 2025
    N-PXAnnual report of proxy voting recordAug 20, 2024

    Other

    No results found.

    Ownership

    13F-HRQuarterly holdings report by institutional managerAug 7, 2026
    13F-HRQuarterly holdings report by institutional managerMay 14, 2026
    13F-HRQuarterly holdings report by institutional managerFeb 10, 2026
    13F-HRQuarterly holdings report by institutional managerNov 5, 2025
    13F-HRQuarterly holdings report by institutional managerAug 13, 2025
    13F-HRQuarterly holdings report by institutional managerMay 9, 2025
    13F-HRQuarterly holdings report by institutional managerFeb 11, 2025
    13F-HRQuarterly holdings report by institutional managerNov 13, 2024
    13F-HRQuarterly holdings report by institutional managerAug 13, 2024
    13F-HRQuarterly holdings report by institutional managerMay 15, 2024