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.
SRH Advisors, 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. The …
New Harbor Financial Group, 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…
Approach Retirement 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 t…
Andrew Hill Investment Advisors, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 58 distinct positions held by the firm, mana…
Credit Capital Investments LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The report lists 41 distinct positions held by the firm. The largest…
NovaPoint Capital, LLC has filed its Form 13F-HR report for the period ending September 30, 2026. The filing lists the firm's equity securities holdings as of the specified date. T…
Burris Financial Services, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm’s equity holdings as of September 30, 2026. The filing was …
Patrick M Sweeney & Associates, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 177 distinct equity securities,…
OLIO Financial Planning has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by CEO Andr…
First United Bank & Trust has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists 576 distinct positions held by the institution, m…
The Federal Home Loan Bank of New York (FHLBNY) released unaudited financial highlights for the quarter ended September 30, 2026. The bank reported net income of $157.6 million for…
Farmers & Merchants Investments Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 3…
Barrett & Company, Inc. has filed its Form 13F-HR for the period ending September 30, 2026. The filing reports the firm holds equity securities in 671 distinct companies. The repor…
BRIA Capital Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30,…
Fifth Third Wealth Advisors LLC 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, 202…
Family Capital Trust Co has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists 83 separate p…
Capital City Trust Co/FL has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The filing lists a tot…
BRIA Capital Group, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its holdings in U.S. equities as of the end of the second quarter of 20…
Atala Financial Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 20…
Prudent Investor Advisors, LLC has filed a Form 13F-HR disclosing its equity portfolio as of September 30, 2026. The filing lists 34 holdings managed by the firm, which is headquar…