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.
Phillips Financial 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 reports …
Exeter Automobile Receivables Trust 2022-5, the issuer of the trust, filed a Current Report on Form 8-K with the U.S. Securities and Exchange Commission on October 13, 2026. The fi…
On October 13, 2026, EFCAR, LLC entered into a Capital Contribution Agreement with Exeter Finance LLC, Exeter Automobile Receivables Trust 2022-5, Exeter Automobile Receivables Tru…
Oak Family 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 a total of 1…
Courier Capital LLC has filed a restatement of its Form 13F-HR, reporting its equity securities holdings as of September 30, 2026. The filing indicates a total of 405 equity securi…
Global Trust Asset Management, LLC filed a Form 13F-HR on October 16, 2026, disclosing the firm's equity securities holdings as of the close of business on September 30, 2026. The …
Defined Wealth Management, LLC has filed its Form 13F-HR, disclosing the equity securities it holds as of September 30, 2026. The filing lists the firm's address as 8625 SW Cascade…
Essex Investment Management Co LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings as of September 30, 2026. The fili…
Roger Wittlin Investment Advisory, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, sig…
Geremia Financial Services, LLC filed its Form 13F-HR with the Securities and Exchange Commission on October 19, 2026, disclosing its equity holdings as of September 30, 2026. The …
Asset Advisors Investment Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30. The filing, signed by Chief Compliance…
TRUE Private Wealth Advisors 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 2…
Community Bank & Trust of Waco, Texas, has filed a Form 13F-HR disclosing its equity portfolio as of September 30, 2026. The filing, signed by Vice President and Operations Manager…
Alpha Advisors, LLC/VA 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 fi…
ETF Store, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The firm reported a total of 109 equity securities held in its portfolio. The filin…
Asio Capital, LLC 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 131 sep…
Foundation Resource Management Inc. has filed its Form 13F-HR, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 56 distinct U.S. e…
ACV Auctions Inc. has completed its acquisition by Copart, Inc., following the successful conclusion of a tender offer. The transaction, previously announced on September 10, 2026,…
North Forty Two & Co. filed its Form 13F-HR with the SEC, disclosing equity securities held as of the close of business on September 30, 2026. The filing lists a total of 106 indiv…
Enerpac Tool Group Corp. has entered into an Amended and Restated Credit Agreement dated October 16, 2026. The agreement replaces the company’s previous credit facility, which was …