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.
Sonata Capital Group Inc. has filed its Form 13F-HR, disclosing the firm's equity securities holdings as of the close of business on September 30, 2026. The filing lists 128 separa…
Talbot Financial, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 19, 2026, disclosing equity securities held as of September 30, 2026. The filing li…
Hassell Wealth Management, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing the firm's equity portfolio as of the close of business on Septe…
SIMA Wealth Partners, 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, 2026. The…
Jackson Square Capital, LLC, a San Francisco-based investment firm, has filed a Form 13F-HR with the U.S. Securities and Exchange Commission disclosing its equity holdings as of Se…
Arkfeld Wealth Strategies, L.L.C. has filed its Form 13F-HR, disclosing equity holdings as of September 30, 2026. The firm reported ownership of 121 distinct equity securities, wit…
Independent Wealth Network Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of September 30, 2026. The filing …
LongView Wealth Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 229 distin…
LexAurum Advisors, LLC has filed a Form 13F-HR report disclosing its equity holdings as of the close of business on September 30, 2026. The filing, signed by Jon Stanfield, the fir…
Econ Financial Services Corp 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 Rya…
Linden Thomas Advisory Services, 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 …
Decker Retirement Planning Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing equity holdings as of September 30, 2026. The filing lists 359 disti…
Advantage Trust Co has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists 193 distinct equity positions held by the firm. The repo…
Laurel Oak Wealth Management, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 19, 2026, disclosing its equity holdings as of the close of business on…
DB Fitzpatrick & Co, Inc. filed its Form 13F-HR report with the Securities and Exchange Commission on October 19, 2026, disclosing the firm's equity portfolio as of the close of bu…
FTX Recovery Trust has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its holdings as of September 30, 2026. The filing, signed by Chief Financial Offi…
OMC Financial Services 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 lists 31 di…
Human Investing LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 19, 2026, disclosing its equity securities holdings as of September 30, 2026. The fil…
Freedom Financial Partners 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 …
Southern Michigan Bank & Trust 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 M…