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.
Terex Corporation has announced the date for its conference call to discuss third quarter 2026 financial results. According to a press release filed with the SEC on October 14, 202…
Holcombe Financial, Inc. has filed its Form 13F-HR, disclosing the firm's equity securities portfolio as of the close of business on September 30, 2026. The filing lists the firm's…
Essex Bank 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 574 separate se…
Concurrent Investment Advisors, 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 t…
Cache Advisors, 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 162 separate posi…
OFS Enterprise 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 104 distinct posit…
Oasis Advisors, 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. The filin…
Keudell/Morrison Wealth Management has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists 257 distinct positions held by the firm.…
Smead Capital Management, Inc. has filed a Form 13F-HR disclosing its equity securities portfolio as of September 30, 2026. The filing lists 26 distinct holdings, with the total nu…
Financial Synergies Wealth Advisors, Inc. has filed its Form 13F-HR, disclosing its equity securities portfolio as of September 30, 2026. The filing lists the firm's total holdings…
Cornerstone Management, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Chi…
Two Point Capital Management, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 30 separate positions held by the firm during t…
JCSD Capital, 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. The filing …
Evansbrook 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. Th…
Bell & Brown Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The Newport Beach, C…
Foundry Financial 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, 2…
Unique 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 209 distinct posit…
Beacon Financial Advisory LLC has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing, submitted by consultant Jorge Ascencio, details th…
James T. Borello RIA has filed a Form 13F-HR reporting its holdings as of the close of business on September 30, 2026. The filing lists the firm's address as 151 Dundee Avenue East…
Cardinal Capital Management, Inc. has filed its Form 13F-HR, disclosing the firm's equity holdings as of the close of business on September 30, 2026. The filing, submitted by Chief…