Wealth Effects LLC Discloses 251 Equity Positions for Q3 2026
Wealth Effects LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 23, 2026, disclosing its equity holdings as of September 30, 2026. The filing reports …
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Wealth Effects LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 23, 2026, disclosing its equity holdings as of September 30, 2026. The filing reports …
Mercedes-Benz Auto Lease Trust 2026-B filed a Current Report on Form 8-K on October 22, 2026, to disclose the establishment of control over its collateral accounts. The filing indi…
Arch Global Advisors, 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 59 total po…
Mascagni Wealth Management, Inc. has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing, submitted on October 23, 2026…
G2 Capital Management, LLC, an investment firm based in Columbus, Ohio, filed a Form 13F-HR on October 23, 2026, disclosing its equity holdings as of the close of business on Septe…
Tableaux LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of September 30, 2026. The filing lists the firm’s Ch…
Schaeffer Financial LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 23, 2026, disclosing the firm’s equity holdings as of the close of business on Se…
Udine Wealth Management, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 38 distinct positions held by the firm, with a total…
SB Financial Group, Inc. (NASDAQ: SBFG) announced on October 22, 2026, that its Board of Directors has declared a quarterly cash dividend of $0.165 per share of common stock. The d…
Valicenti Advisory Services 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 the …
ABC Arbitrage SA has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 20…
Sterling Wealth Management, Inc. has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 115 separate securities …
Keenan, 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 the firm's address as 7 B…
Vaughan & Co. Securities, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 61 distinct positions held by the firm, managed by …
BCK Partners, Inc. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The filing, signed by C…
UWM Holdings Corporation (NYSE: UWMC) announced preliminary financial results for the quarter ended September 30, 2026, alongside details regarding a rights offering to raise capit…
Constitution 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, signed by Chief C…
Center for Wealth Management Advisory has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists…
Sippican Capital Advisors has filed its Form 13F-HR, disclosing the firm’s equity portfolio as of the close of business on September 30, 2026. The filing lists 84 separate holdings…
Boyer Financial Services, Inc. has filed its Form 13F-HR for the period ending September 30, 2026. The Newport Beach, California-based firm reported ownership of 61 equity securiti…