Full-length, AI-written pieces grounded in real filings and disclosures — factual filing digests and thesis-derived research analysis, distinct from the real-time wire feed.
Lorne Steinberg Wealth Management Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing list…
HB Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of …
Marathon Capital Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 182 disti…
KTF Investments, LLC filed a Form 13F-HR on October 23, 2026, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 89 separate securit…
Penn Davis McFarland Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reports that the …
Pinnacle Wealth Management Advisory Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on S…
RMR Capital Management, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 74 d…
Sinvest Investments II Ltd. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filin…
Cane Capital Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 148 distin…
Westchester Capital Management, Inc. has filed a Form 13F-HR disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing was signed by C…
Versor Investments LP has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief…
VISTA FINANCE, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 55 sepa…
Tanglewood Wealth Management, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists th…
Stone House Investment Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing equity holdings as of September 30, 2026. The filing lists 21…
Tradewinds Capital Management, LLC has filed its Form 13F-HR for the third quarter of 2026. The filing details the firm's equity portfolio holdings as of September 30, 2026. The re…
Popular, Inc. announced on October 23, 2026, that its Board of Directors has approved a quarterly cash dividend of $0.90 per share on the company's outstanding common stock. The di…
Beese Fulmer Investment Management, Inc. has filed its Form 13F-HR for the period ending September 30, 2026, disclosing a portfolio of 356 equity securities. The filing, submitted …
SB Financial Group, Inc. (NASDAQ: SBFG) reported financial results for the third quarter of 2026, filing an 8-K on October 23, 2026. The company reported GAAP net income of $3.9 mi…
G&S Capital LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 157 distinct position…
Amarillo National Bank filed a Form 13F-HR with the Securities and Exchange Commission on October 23, 2026, disclosing the firm’s equity holdings as of September 30, 2026. The repo…