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.
Castellan Group 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, 2026. Th…
Highline 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. …
Clark Asset 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 lists 299 disti…
Elevatus 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 a total of…
PSG Equity L.L.C. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of September 30, 2026. The filing was signed by …
Advocate Group 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 that the firm hol…
Ares Financial Consulting, 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 fil…
Genvor Incorporated disclosed the issuance of two promissory notes on October 16, 2026, to members of its Board of Directors. The transactions were executed in exchange for funding…
Cigna Investments Inc. 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 repo…
City Holding Co., a financial institution based in Charleston, West Virginia, has filed a Form 13F-HR with the Securities and Exchange Commission (SEC) detailing its equity holding…
Lilly Endowment Inc. has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2…
Muncy Columbia Financial Corporation (CCFN), the parent company of Journey Bank, released its unaudited financial results for the third quarter of 2026 on October 19, 2026. The com…
Promethius Advisors, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 19, 2026, disclosing equity holdings as of September 30, 2026. The filing lists …
Kroeger Financial Partners has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists 129 separ…
Rivers Edge 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 indicates the firm held 49 p…
PVG Asset Management Corp 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…
Non-Invasive Monitoring Systems, Inc. (NIMS) has amended its previously announced merger agreement with Gravitics, Inc. The amendment, dated October 19, 2026, modifies the definiti…
F&V Capital Management, LLC has filed its Form 13F-HR, disclosing its equity securities portfolio as of September 30, 2026. The filing was submitted on October 19, 2026, and lists …
MW 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 lists 152 separate positio…
Vertex Investment Solutions Co., 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 …