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.
Cravens & Co Advisors, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports that the firm holds position…
SteelPeak 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, 20…
FIDELIS iM, 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 holds…
Ardent Capital 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 32 individual …
Brown, Lisle/Cummings, Inc. has filed its Form 13F-HR for the period ending September 30, 2026, disclosing ownership of 56 individual securities. The filing lists David Izzi as the…
Strata Wealth Advisors, LLC has filed a Form 13F-HR report disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 98 total positions hel…
SummerHaven Investment 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 list…
Finer Wealth Management, Inc. has filed its Form 13F-HR for the period ending September 30, 2026. The filing, signed by Chief Compliance Officer Gary M. Coon, details the firm's eq…
CRA Financial Services, LLC filed a Form 13F-HR on October 15, 2026, disclosing its equity holdings as of September 30, 2026. The report lists a total of 329 equity securities held…
Burns Matteson Capital Management, LLC has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists 197 total positions held by the firm…
Founders Grove Wealth Partners, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 16, 2026, disclosing its equity portfolio as of the close of business…
Delta Capital 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. …
Trust Co of Tennessee 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 was submitted by…
Align Financial, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity portfolio as of September 30, 2026. The filing lists 653 sepa…
Gemmer 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 reports the fir…
Forbes J M & Co LLP, a registered investment adviser based in Boston, Massachusetts, has filed a Form 13F-HR with the Securities and Exchange Commission detailing its equity holdin…
Absolute Capital Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 168 distinct securities …
Western Pacific Wealth Management, LP has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing…
Birch Hill Investment Advisors LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 16, 2026, disclosing its equity holdings as of the close of business o…
Tucson Electric Power Company (TEP) entered into a second amended and restated credit agreement with MUFG Bank, Ltd. as administrative agent on October 15, 2026. This agreement, re…