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.
Clear Retirement Advice LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports the firm’s total portfolio …
First BanCorp. (NYSE: FBP) reported unaudited financial results for the quarter ended September 30, 2026, filing an -K with the SEC on October 22, 2026. The bank holding company fo…
Plan Group Financial, LLC has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity securities holdings as of September 30, 2026. The fili…
Greene County Bancorp, Inc. (NASDAQ: GCBC) reported record financial results for the three months ended September 30, 2026. The company, which operates Bank of Greene and Greene Co…
Connective Portfolio 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 39 different co…
Juniata Valley Financial Corp. reported financial results for the quarter ended September 30, 2026, showing a significant increase in profitability compared to the prior year. For …
Impact Capital 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'…
Meiji Yasuda America Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports that the firm holds positions in 57 different companie…
Foundation 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 62 distinct c…
The Federal Home Loan Bank of Des Moines filed a Current Report on Form 8-K with the Securities and Exchange Commission on October 19, 2026, disclosing the issuance of consolidated…
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities holdings as of the …
The Procter & Gamble Company reported financial results for the first quarter of fiscal year 2027, which ended on September 30, 2026. The company announced that organic sales grew …
Fortune Financial Group, Inc. has filed its Form 13F-HR, disclosing equity securities held by the firm as of September 30, 2026. The filing was signed by Brad Rosley, the President…
Opulen Financial Group 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 Federal Home Loan Bank of New York (FHLBNY) filed a Current Report on Form 8-K on October 19, 2026, disclosing a series of consolidated obligation issuances. These obligations …
Christensen, King & Associates Investment Services, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The report lists 121 total positions held …
Ramsey Quantitative Systems has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reveals that th…
Northrim BanCorp, Inc. (NASDAQ: NRIM) announced on October 22, 2026, that its shareholders have approved the company's proposed acquisition of PBCO Financial Corporation. The appro…
Kennebec Savings Bank has filed its Form 13F-HR, disclosing the firm's equity holdings as of September 30, 2026. The filing lists 263 distinct positions held by the bank, with the …
Sterling Capital Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on Septem…