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.
Counterpoint Mutual Funds 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 323 sep…
James T. Borello RIA has filed its Form 13F-HR, disclosing the firm's equity portfolio holdings as of the close of business on December 31, 2024. The filing lists the firm's addres…
James T. Borello RIA has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on March 31, 2025. The filing lists the filer's address as 151 D…
James T. Borello RIA has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing equity securities held as of the close of business on June 30, 2025. The filing…
James T. Borello RIA has filed a Form 13F-HR report disclosing ownership of 1,061 equity securities as of September 30, 2025. The filing lists a total of 36,951,696 shares across t…
James T. Borello RIA has filed a Form 13F-HR reporting its equity holdings as of the close of business on December 31, 2025. The filing was submitted on October 16, 2026, and lists…
James T. Borello RIA has filed a Form 13F-HR report disclosing its equity holdings as of the close of business on March 31, 2026. The filing, submitted on October 16, 2026, lists a…
James T. Borello RIA has filed a Form 13F-HR disclosing its equity securities holdings as of the close of business on June 30, 2026. The filing reports the firm's positions in vari…
Millennium Capital Advisors, 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 Sept…
GFG 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 143 separate positio…
Perryman Financial Advisory Inc /AD filed a Form 13F-HR with the SEC on October 15, 2026, disclosing its equity holdings as of September 30, 2026. The filing lists 190 distinct pos…
Aspirant, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm’s equity holdings as of September 30, 2026. The filing lists 422 separate pos…
Smith Thornton Advisors 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 139 separate hold…
Onyx Bridge Wealth Group LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026.…
Hudson Oak Wealth Advisory LLC has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing, submitted on October 16, 2026, lists a total port…
CenturyLink Investment Management Co. 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,…
Karras Company, Inc. 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, 202…
FNY Investment Advisers, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The filing lists t…
HRC Wealth Management, 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 a tot…
abrdn Global Infrastructure Income Fund (NYSE: ASGI) announced the results of its transferable rights offering on October 16, 2026. The offering commenced on September 21, 2026, an…