Roger Wittlin Investment Advisory Discloses Equity Portfolio
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…
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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 …
On October 14, 2026, Torrid Holdings Inc. (NYSE: CURV) announced a change in its executive leadership structure. The company disclosed that Paula Dempsey has resigned from her posi…
Highland Financial Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio holdings as of September 30, 2026. The filing,…
Seneca Bancorp, Inc. (OTCQX: SNNF) announced on October 19, 2026, the adoption of a stock repurchase program. Under the authorization, the company may repurchase up to 144,411 shar…
Sterling Investment Counsel, LLC has filed its Form 13F-HR, disclosing equity holdings valued at approximately $4.37 million as of the close of business on September 30, 2026. The …
Crown Holdings, Inc. announced its financial results for the third quarter ended September 30, 2026, reporting an increase in diluted earnings per share and providing updated guida…
Novem Group 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. …
SpyGlass Pharma, Inc. (Nasdaq: SGP) announced on October 19, 2026, the release of positive interim data from the first-in-human (FIH) trial of its Bimatoprost Drug Pad-IOL System (…
CRISPR Therapeutics AG announced on October 19, 2026, that Andrew J. Silver has been appointed as the company's Chief Financial Officer, effective immediately. Mr. Silver, who prev…