Burris Financial Services Discloses Equity Portfolio in 13F Filing
Burris Financial Services, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm’s equity holdings as of September 30, 2026. The filing was …
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.
Burris Financial Services, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm’s equity holdings as of September 30, 2026. The filing was …
Patrick M Sweeney & Associates, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 177 distinct equity securities,…
OLIO Financial Planning 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 CEO Andr…
First United Bank & Trust has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists 576 distinct positions held by the institution, m…
The Federal Home Loan Bank of New York (FHLBNY) released unaudited financial highlights for the quarter ended September 30, 2026. The bank reported net income of $157.6 million for…
Farmers & Merchants Investments Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 3…
Barrett & Company, Inc. has filed its Form 13F-HR for the period ending September 30, 2026. The filing reports the firm holds equity securities in 671 distinct companies. The repor…
BRIA Capital Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30,…
Fifth Third Wealth Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 202…
Family Capital Trust Co has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists 83 separate p…
Capital City Trust Co/FL has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The filing lists a tot…
BRIA Capital Group, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its holdings in U.S. equities as of the end of the second quarter of 20…
Atala Financial Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 20…
Prudent Investor Advisors, LLC has filed a Form 13F-HR disclosing its equity portfolio as of September 30, 2026. The filing lists 34 holdings managed by the firm, which is headquar…
BRIA Capital Group, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of March 31, 2026. The filing reports that the f…
Vision Financial Markets 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 …
Wedbush Securities Inc. has filed its Form 13F-HR for the period ending September 30, 2026, disclosing the firm's equity portfolio as of the close of the third quarter. The filing,…
Washington Trust Co has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing was signed by Olalek…
Atlatl Advisers 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 121 distinct posi…
TSA Wealth Managment LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing details a portfoli…