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.
Carter Financial Group, INC. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September…
Root Financial Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The report lists 1…
Horizon Bancorp, Inc. reported unaudited financial results for the three months ended September 30, 2026. The company reported net income of $28.7 million, or $0.56 per diluted sha…
Isthmus Partners, LLC 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 228 sepa…
McCarley & Cook Financial Planners has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of March 31, 2026. The filing lists…
NBT Bank, N.A. 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 was signed by Leona A. …
Legacy Financial Group, Inc. has filed a Form 13F-HR disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists 108 separate posi…
Virtue Asset 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 106 separ…
Seros Financial, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists 68 distinct posi…
McCarley & Cook Financial Planners filed a Form 13F-HR with the Securities and Exchange Commission on October 21, 2026, disclosing equity holdings as of June 30, 2026. The filing r…
Northern Lights Advisors, Inc. has filed a Form 13F-HR disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing, submitted on October…
Culbertson A N & Co. Inc. filed a Form 13F-HR on October 21, 2026, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists a t…
Trifecta Capital Advisors, LLC has filed its Form 13F-HR for the period ending September 30, 2026. The filing discloses the firm's equity holdings as of the close of that quarter. …
SouthState Bank Corporation (NYSE: SSB) released its unaudited financial results for the three- and nine-month periods ended September 30, 2026. The company reported diluted earnin…
Rollins, Inc. reported unaudited financial results for the third quarter ended September 30, 2026. The company reported quarterly revenues of $1.09 billion, representing a 6.2% inc…
Grantvest Financial Group 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 fir…
Measured Risk Portfolios, Inc. filed a Form 13F-HR on October 21, 2026, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists Larry Kri…
AFG Fiduciary Services Limited Partnership has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The fi…
Kinder Morgan, Inc. (KMI) reported preliminary financial results for the quarter ended September 30, 2026, highlighting record earnings and a significant expansion of its capital p…
Skylands Capital, 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 164 separa…