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.
McCarthy Asset Management, Inc. has filed a Form 13F-HR disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists the firm's total holding…
Marrick Wealth, LLC has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists 62 total positions held by the firm, managed by Chief C…
Atlantic Edge Private Wealth Management, LLC has filed its Form 13F-HR for the period ending September 30, 2026. The filing details the firm's equity holdings as of the close of th…
LVM Capital Management Ltd/MI has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing equity holdings as of September 30, 2026. The filing lists a total of …
Kathmere Capital Management, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The filin…
Agate Pass Investment Management, LLC has filed its Form 13F-HR report for the period ending September 30, 2026. The filing details the firm's equity holdings as of the close of th…
Legacy Advisory Services, LLC has filed a Form 13F-HR disclosing its equity portfolio as of the close of business on September 30, 2026. The filing, signed by Partner Martin A. Gru…
Members Wealth 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 128 distinct posit…
MKT Advisors LLC filed its Form 13F-HR for the period ending September 30, 2026, disclosing a portfolio of 147 equity securities. The filing lists Taylor Jobe, Chief Compliance Off…
Stanley-Laman Group, Ltd. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing lists…
Advanced Asset Management Advisors 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…
Next Level Private LLC, an investment firm headquartered in Harrison, New York, has filed a Form 13F-HR with the Securities and Exchange Commission. The filing, dated October 20, 2…
Public Company Management Corporation filed a Certificate of Designation with the Nevada Secretary of State on October 15, 2026, establishing three new series of Preferred Stock. T…
Polaris Investment Advisors, LLC has filed its Form 13F-HR for the period ending September 30, 2026. The filing reports the firm's equity portfolio as of the close of the third qua…
Westbourne Investment Advisors, Inc. has filed its Form 13F-HR, disclosing the firm’s equity portfolio as of September 30, 2026. The filing lists 124 total holdings, with a total v…
Strategic Investment Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio holdings as of September 30, 2026. The fil…
Div Capital Phoenix Assets Ltd has filed its Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 3…
Nearside Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing equity holdings as of September 30, 2026. The filing lists a total of 47 sepa…
Islay Capital 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 97 dist…
Investors Asset Management of Georgia Inc. filed a Form 13F-HR on October 20, disclosing its equity holdings as of the close of business on September 30. The filing reports that th…