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.
Marathon Strategic Advisors, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists the firm's principal off…
Tufton Capital Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of the close of business on September 30, 20…
Norden Group LLC has filed its Form 13F-HR for the period ending September 30, 2026, disclosing ownership of 673 equity securities. The filing, submitted by compliance consultant T…
Fairway Financial, 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 con…
Harvey Investment Co. LLC has filed its Form 13F-HR, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists the firm’s contac…
Penney Financial, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of the close of business on September 30, 2026. …
Davidson Investment Advisors has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 122 separate positions held …
AdamsBrown Wealth Consultants LLC has filed its Form 13F-HR for the third quarter of 2026, disclosing a portfolio of 176 equity securities. The filing, dated October 20, 2026, list…
Gyrodyne, LLC and its subsidiary GSD Cortlandt, LLC have entered into a letter agreement with lender SIG CRE 2023 Venture LLC to extend the maturity date of a $4.95 million loan. T…
Alliance Private Wealth, 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 details t…
Avantra Family Wealth, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report, signed by Chie…
Shikiar Asset Management Inc. has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio holdings as of September 30, 2026. The filing l…
Balboa Wealth Partners 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 the third quarter. The…
Braun-Bostich & Associates Inc. has filed its Form 13F-HR, disclosing the firm's equity securities holdings as of September 30, 2026. The filing lists 135 separate holdings managed…
Long Island Wealth Management, 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 9…
Councilmark Asset Management, LLC has filed its Form 13F-HR, disclosing equity securities held as of the close of business on September 30, 2026. The filing, submitted on October 2…
LPWM LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 20, 2026, disclosing its equity holdings as of September 30, 2026. The filing lists 101 total po…
Lion Copper Corp. announced on October 19, 2026, that its common shares have commenced trading on the Nasdaq Capital Market under the trading symbol "LCU," effective immediately. T…
Cannon Global Investment Management, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission for the period ending September 30, 2026. The filing, submitted on…
Milestone Asset Management 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 revea…