Genesee Capital Advisors Discloses Q3 2026 Equity Portfolio
Genesee Capital 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 183 tot…
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.
Genesee Capital 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 183 tot…
Dorchester Minerals, L.P. announced on October 16, 2026, that it has entered into a Contribution and Exchange Agreement with Hillside Exploration Assets, LLC. Under the terms of th…
Greenhouse Wealth Management, LLC has filed its Form 13F-HR for the period ending September 30, 2026. The filing details the firm's equity portfolio as of the close of the third qu…
Norway Savings Bank 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 Trust O…
Peoples Financial Services Corp. has filed its Form 13F-HR, disclosing the firm's equity holdings as of September 30, 2026. The report lists 1,048 distinct positions held by the co…
Metropolis Capital Ltd has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September…
Climber Capital SA has filed its Form 13F-HR, disclosing its equity and other securities holdings as of the close of business on September 30, 2026. The filing lists the firm's tot…
HT Partners LLC filed a Form 13F-HR on October 16, 2026, reporting its equity holdings as of September 30, 2026. The filing lists 56 distinct positions held by the firm. The portfo…
Stewardship 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, signed by Trading…
Prentice Wealth Management LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists the firm’s principal offic…
Hyperion Asset Management Ltd has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing, signed by Managing Director Mark…
Hemming & Wealth Management, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing, signed …
Cypress Capital, 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 September 30, 202…
DAGCO, INC. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing equity securities held as of September 30, 2026. The filing reports the company hol…
Clearfield, Inc. (NASDAQ: CLFD) has announced a leadership transition plan following the decision of President and Chief Executive Officer Cheryl Beranek to retire. According to a …
Ballast, Inc. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026…
Flagship Capital Management Inc. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September …
Xterax Corporation II (formerly known as Karman Line Acquisition Corp.) announced that its shareholders have approved a proposal to change the company's name and adopt a new charte…
Khazanah Nasional Berhad, the sovereign wealth fund of Malaysia, has filed a Form 13F-HR with the U.S. Securities and Exchange Commission (SEC) disclosing its equity securities hol…
Wheelhouse Advisory Group LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports that the firm manages a portfolio of 56 individual…