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.
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…
Cambridge Advisors Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports the firm holds 182 separate positions with a total value…
Hobart Private Capital, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 19, 2026, disclosing its equity holdings as of September 30, 2026. The filing…
SummerHaven Investment Management, LLC filed an amendment to its Form 13F-HR for the quarter ended September 30, 2026. The filing, submitted on October 19, 2026, serves as a restat…
Zeit Capital 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 46 distinct position…
Armbruster Capital Management, Inc. filed a Form 13F-HR on October 19, 2026, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 132 …
Slocum, Gordon & Co. LLP has filed a Form 13F-HR disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists 66 separate positions…
Wealth Analytics Partners, LLC has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists the filer's pr…
CAP Partners, 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 169 distinct positi…
Planned Solutions, Inc. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission (SEC) disclosing its equity securities portfolio as of the close of business on Sep…
Phillips Financial Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reports …
Exeter Automobile Receivables Trust 2022-5, the issuer of the trust, filed a Current Report on Form 8-K with the U.S. Securities and Exchange Commission on October 13, 2026. The fi…
On October 13, 2026, EFCAR, LLC entered into a Capital Contribution Agreement with Exeter Finance LLC, Exeter Automobile Receivables Trust 2022-5, Exeter Automobile Receivables Tru…
Oak Family 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 total of 1…
Courier Capital LLC has filed a restatement of its Form 13F-HR, reporting its equity securities holdings as of September 30, 2026. The filing indicates a total of 405 equity securi…
Global Trust Asset Management, LLC filed a Form 13F-HR on October 16, 2026, disclosing the firm's equity securities holdings as of the close of business on September 30, 2026. The …
Defined Wealth Management, LLC has filed its Form 13F-HR, disclosing the equity securities it holds as of September 30, 2026. The filing lists the firm's address as 8625 SW Cascade…
Essex Investment Management Co LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings as of September 30, 2026. The fili…
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 …