NavPoint Financial Discloses 13F Holdings as of September 30, 2026
NavPoint Financial, Inc. has filed its Form 13F-HR, disclosing the firm's equity securities portfolio as of the close of business on September 30, 2026. The filing was signed by Kr…
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NavPoint Financial, Inc. has filed its Form 13F-HR, disclosing the firm's equity securities portfolio as of the close of business on September 30, 2026. The filing was signed by Kr…
Wagner 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 details a por…
Monument Group Wealth Advisors, LLC has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio holdings as of September 30, 2026. The fi…
Consumers Bancorp, Inc. reported net income of $3.0 million for the first quarter of fiscal year 2027, which ended September 30, 2026. This figure represents an increase of $404,00…
Sunrise Financial Services, 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, submi…
Wavvest Wealth LLC, managed by CEO Brendan King, has filed a Form 13F-HR with the Securities and Exchange Commission (SEC) detailing its equity holdings as of September 30, 2026. T…
USAdvisors Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports the firm holds positions in 148 distinct equit…
Pillar Financial Advisors, LLC has filed its Form 13F-HR, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists Robert W. DeRossett as …
Income Insurance Ltd has filed its Form 13F-HR for the period ending September 30, 2026, disclosing a portfolio consisting of 181 individual equity positions. The filing, signed by…
Newport Asia LLC, a San Francisco-based investment firm, has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, reporting its equity securities holdings as of Se…
Sawyer & Company, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports that the firm manages a total of 1,997,628,011 shares acr…
Ellis Investment 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 reports the …
Centennial 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 the firm's p…
Schuylkill Financial 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, 2026. The …
CarMax Auto Owner Trust 2026-4 has executed a restated trust agreement and issued a series of asset-backed notes on October 21, 2026, according to a Form 8-K filed with the SEC. Th…
Stillwater Wealth Management Group has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30,…
Strengthening Families & Communities, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing l…
Guardian Partners Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing details the firm's i…
Canoe Financial 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 lists 421 separate …
Element Pointe Advisors, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 21, 2026, disclosing its equity portfolio as of September 30, 2026. The fili…