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.
Prairie Advisory, LLC, a registered investment adviser based in Leawood, Kansas, has filed a Form 13F-HR disclosing its equity portfolio as of the close of business on September 30…
Kirkwood Financial Services has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of March 31, 2025. The filing, signed by Pre…
Kirkwood Financial Services, a firm based in San Antonio, Texas, has filed a Form 13F-HR with the Securities and Exchange Commission disclosing its equity portfolio as of June 30, …
Foguth Wealth Management, LLC has filed its Form 13F-HR for the period ending September 30, 2026. The filing, signed by Chief Compliance Officer Anthony Endress on October 19, 2026…
BDF-GESTION has filed a Form 13F-HR disclosing its holdings of equity securities as of the close of business on September 30, 2026. The filing lists 145 separate positions held by …
Sculati Wealth Management, 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…
Baskin Financial Services Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 58 distinct positions held by the firm, managed by …
Kaufman Rossin Wealth, LLC has filed its Form 13F-HR report, disclosing the firm's equity holdings as of September 30, 2026. The filing lists a total of 180 individual securities h…
Quantum Financial Partners LLC, a registered investment adviser, has filed its latest Form 13F-HR with the Securities and Exchange Commission, disclosing equity securities held as …
Greenberg Financial Group has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing equity holdings as of September 30, 2025. The report lists 137 distinct po…
Financial Partners Group, Inc. has filed a Form 13F-HR reporting its equity holdings as of September 30, 2026. The filing lists 251 distinct positions held by the firm. The portfol…
ConnectM Technology Solutions, Inc. (OTCQX: CNTM) announced on October 19, 2026, the formation of a Strategic Advisory Board (SAB) to support the company’s expansion into the AI en…
Svenska Handelsbanken AB (publ) has filed a Form 13F-HR with the U.S. Securities and Exchange Commission (SEC) for the period ending September 30, 2026. The filing was submitted by…
Paradice Investment Management LLC has filed a Form 13F-HR disclosing its equity portfolio as of September 30, 2026. The filing lists a total of 22 separate holdings, managed by th…
TRAN CAPITAL MANAGEMENT, L.P. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the fir…
Ford Credit Floorplan Master Owner Trust A has filed a Form 8-K with the Securities and Exchange Commission to report the execution of definitive agreements related to the issuance…
On October 16, 2026, Ford Credit Floorplan Master Owner Trust A filed a Form 8-K with the Securities and Exchange Commission to disclose the execution of definitive agreements rega…
Wernau Asset Management Inc. has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists a total of 51 distinct equit…
Colonial River Investments, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing, signed by Chief Compliance Off…
PUREfi Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026…