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.
NestEgg Advisors, Inc. 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.…
Pacific Sage Partners, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing, submitted on October 21, 2026, lists a portfolio of 144 secu…
First National Bank of Mount Dora, Trust Investment Services has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities holdings as …
EJMK Ventures LLC, an investment firm based in Itasca, Illinois, has filed a Form 13F-HR with the Securities and Exchange Commission reporting its equity holdings as of September 3…
PIAR LLC has filed its Form 13F-HR for the period ending September 30, 2026, disclosing a portfolio of 86 equity securities. The filing, submitted by Chief Compliance Officer Praka…
PSP Research 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, signed by Chi…
Procyon Advisors, LLC has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The filing, signed by C…
CGN Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists a total of 297 secu…
Sage Investment Advisers LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists 96 dist…
Shepherd Street Advisors LLC has filed its Form 13F-HR for the third quarter of 2026, disclosing the firm's equity portfolio as of September 30, 2026. The filing lists a total of 8…
Sightline Wealth Advisors, 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 the fi…
Sara-Bay Financial, based in Sarasota, Florida, 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…
AmeriServ Wealth Advisors has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. …
Parke Bancorp, Inc. (NASDAQ: PKBK) reported financial results for the three and nine months ended September 30, 2026, in an 8-K filing dated October 21, 2026. The company reported …
The Elmet Group Co. has entered into a definitive subscription agreement with Blue Moon Metals Inc. and its affiliates to acquire newly issued equity in Blue Moon. The transaction,…
Consolidated Water Co. Ltd. (NASDAQ Global Select Market: CWCO) issued a press release on October 21, 2026, providing an update on the permitting and construction schedule for its …
KKR Private Equity Conglomerate LLC filed a Form 8-K on October 21, 2026, disclosing the transactional net asset value (NAV) of its shares as of September 30, 2026. The filing deta…
PICTET BANK & TRUST Ltd 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, signed by Jan…
Berkshire Money Management, Inc. filed a Form 13F-HR with the Securities and Exchange Commission on October 13, 2026, disclosing the firm's equity holdings as of the close of busin…
Trilogy Metals Inc. has announced the successful completion of its 2026 summer field program at the Upper Kobuk Mineral Projects (UKMP) in northwestern Alaska's Ambler Mining Distr…