Welcome to our dedicated page for Andersen Group SEC filings (Ticker: ANDG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page is intended to provide access to U.S. Securities and Exchange Commission (SEC) filings for Andersen Group Inc. (NYSE: ANDG), a professional services firm focused on independent tax, valuation and financial advisory services for individuals and family offices, businesses and funds in the United States. While no specific filings are listed in the available data, investors typically look to this type of page for core documents such as annual reports on Form 10-K, quarterly reports on Form 10-Q and current reports on Form 8-K once they are filed with the SEC.
Andersen’s SEC filings, when available, can offer detail on its tax, valuation and financial advisory activities, its client segments and its relationship to a global platform of member and collaborating firms. For a firm in the professional services sector, these documents often explain the structure of its service offerings, risk factors associated with its advisory work and information about its capital structure following an initial public offering of Class A common stock.
On Stock Titan, SEC filings pages are supported by AI-powered summaries that help explain the contents of lengthy documents in accessible language. As Andersen Group Inc. files reports such as Forms 10-K and 10-Q, AI tools can highlight key sections, clarify complex disclosures and make it easier to identify information related to tax, valuation and financial advisory services. When Form 4 filings and proxy materials become available, users can also review disclosures about equity ownership and other governance matters.
As filings for Andersen Group Inc. are added over time, this page will function as a central location to review its regulatory reporting history alongside AI-generated explanations.
Royce & Associates, LP filed a Schedule 13G reporting beneficial ownership of 769,314 shares of Andersen Group Inc common stock, representing 6.08% of the class as of 12/31/2025. Royce reports sole power to vote and dispose of all these shares, with no shared voting or dispositive power.
The shares are held in investment accounts of Royce’s clients, including registered funds and other managed accounts, for which Royce has investment discretion and voting authority under advisory agreements. The firm states the holdings are in the ordinary course of business and not for the purpose of changing or influencing control of Andersen Group. Royce and its affiliates emphasize that voting and investment decisions are made independently, and Royce disclaims pecuniary interest and beneficial ownership beyond what is required for this report.
JPMorgan Chase & Co. has disclosed a significant passive ownership stake in Andersen Group Inc. Class A common stock. As of the event date of December 31, 2025, JPMorgan reports beneficial ownership of 1,773,515 shares, representing 14.0% of the outstanding class. It holds sole voting power over 1,738,020 shares and sole dispositive power over the full 1,773,515 shares, with no shared voting or dispositive power.
The filing is made on a Schedule 13G basis, and JPMorgan certifies that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Andersen Group. Subsidiaries involved in holding or managing the position include JPMorgan Asset Management (UK) Limited, JPMorgan Chase Bank, National Association, and J.P. Morgan Investment Management Inc.