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.
Allspring Global Dividend Opportunity Fund filed a Current Report on Form 8-K with the U.S. Securities and Exchange Commission on October 15, 2026, to announce a change to its fisc…
James Investment Research, Inc. has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing details a portfolio consisting …
Utah Medical Products, Inc. reported financial results for the third quarter and first nine months of 2026, showing a significant decline in sales compared to the prior year. For t…
BRIA Capital Group, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing the firm's equity holdings as of December 31, 2025. The filing lists a …
22nd Century Group, Inc. (Nasdaq: XXII) filed a Current Report on Form 8-K on October 22, 2026, disclosing preliminary and unaudited financial results for the third quarter ended S…
Mercedes-Benz Auto Lease Trust 2026-B filed a Form 8-K with the U.S. Securities and Exchange Commission on October 22, 2026, announcing the issuance of asset-backed notes. The fili…
Midwest Trust Company has filed its Form 13F-HR with the Securities and Exchange Commission, reporting its equity holdings as of the close of business on September 30, 2026. The fi…
CION Investment Corporation reported on October 22, 2026, that its portfolio company, David’s Bridal, Inc., has entered into a non-binding letter of intent with K&F Growth Acquisit…
Master's Wealth Management Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 85 separate positions held by the firm. The larges…
Campbell Newman Asset Management Inc. filed a Form 13F-HR with the Securities and Exchange Commission on October 22, 2026, disclosing its equity securities portfolio as of Septembe…
Financial Counselors Inc., an investment management firm based in Overland Park, Kansas, has filed a Form 13F-HR disclosing its equity portfolio holdings as of September 30, 2026. …
Marino, Stram & Associates 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 fi…
Bucket List Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports that the firm holds positions in 63 different…
Exane Asset Management 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 Katia Cha…
Sunpointe, LLC has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing lists the firm…
Semus Wealth 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 the firm's …
Retirement Investment Advisors, 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 …
Chicago-based asset manager Lake Street Private Wealth, LLC, has filed a Form 13F-HR with the Securities and Exchange Commission detailing its equity portfolio holdings as of Septe…
Old North State Wealth Management, LLC filed a Form 13F-HR on October 22, 2026, disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports…
Mills Wealth Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing equity securities held for the period ending September 30, 2026. The filin…