Smith Asset Management Discloses 13F Holdings for Q3 2026
Smith Asset Management Co., 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 Septe…
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Smith Asset Management Co., 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 Septe…
Fiduciary Advisors, Inc. 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 …
Hutchens & Kramer Investment Management Group, LLC has filed its Form 13F-HR, disclosing the equity securities held by the firm as of September 30, 2026. The filing details a portf…
Melone Private Wealth, LLC 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 lists 54 se…
Amaze Holdings, Inc. has entered into a securities purchase agreement with C/M Capital Master Fund, LP, dated October 15, 2026. Under this agreement, the Company has the right, but…
On October 15, 2026, Asure Software, Inc. entered into a Credit Agreement (the “Credit Agreement”) with MUFG Bank, LTD as the administrative agent and various lenders. The agreemen…
Global Partners LP has entered into a new amendment to its credit agreement, extending the maturity date of its revolving credit facility to October 16, 2031. The agreement, known …
Bullock Wealth Management Group has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2023. The report lists 597 i…
Guardian Asset Advisors, LLC has filed a Form 13F-HR disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists the firm's Chief …
Avail Investment Partners, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 205 separate equity positi…
Berman McAleer 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 177 separate posit…
MLP3, LLC has filed its Form 13F-HR report, disclosing the firm's equity securities portfolio as of the close of business on June 30, 2026. The filing lists the firm's principal bu…
Acute Investment Advisory, LLC has filed a Form 13F-HR report disclosing its equity portfolio holdings as of September 30, 2026. The filing lists 17 total holdings managed by the f…
Intergy Private Wealth, 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 141 disti…
Bullock Wealth Management Group has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of June 30, 2023. The report lists 593 t…
New England Research & Management, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists a total of 131 distinct equity securities …
Weitzel Financial Services, Inc. has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing the equity securities held by the firm as of the close of busines…
The Board of Trustees of the NXG Cushing Midstream Energy Fund (NYSE: SRV) has approved changes to the Fund's name and non-fundamental investment policies, according to a Form 8-K …
Cipher Digital Inc. has entered into a definitive agreement to issue $850.0 million in aggregate principal amount of 0.00% Convertible Senior Notes due 2032. The transaction was ex…
Tandem Investment Partners LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 16, 2026, disclosing its equity holdings as of September 30, 2026. The fil…