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.
Crescent Sterling, Ltd. has filed its Form 13F-HR, disclosing equity securities held as of September 30, 2026. The filing lists a total of 92 positions held by the investment firm.…
Citizens Financial Group, Inc. reported its third quarter 2026 results, filing an -K with the Securities and Exchange Commission on October 16, 2026. The company announced a net in…
Magnolia Wealth 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, submitted …
The Travelers Companies, Inc. reported its financial results for the quarter ended September 30, 2026, highlighting a record performance in its investment portfolio and strong unde…
RYTHM, Inc. has entered into an amendment to its existing trademark and recipe license agreement. The filing, dated October 13, 2026, details a modification to the agreement origin…
Fractyl Health, Inc. announced on October 16, 2026, that its REMAIN-1 Pivotal Cohort study met its six-month co-primary endpoint, demonstrating that its Revita DMR System helped pa…
Halbert Hargrove Global Advisors, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing, submitted on October 14,…
Rockingstone Advisors LLC 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 112 separ…
Select Water Solutions, Inc. (NYSE: WTTR) announced on October 14, 2026, that its subsidiary, Select Water Holdings LLC, has priced $900 million in aggregate principal amount of 7.…
North Capital, 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, 2026…
Michael J. Porro & Co. Financial Advisors, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 134 distinct positions held by the…
Manuka Financial, LLC has filed a Form 13F-HR/A to restate its Institutional Investor portfolio as of September 30, 2026. The filing indicates that the firm holds a total of 56 pos…
Skydance Corporation has issued a formal notice to its directors and executive officers regarding a trading blackout period. The restriction is mandated by Section 306 of the Sarba…
Trail Ridge 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 report lists …
Farrell Financial LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of September 30, 2026. The filing lists 81 s…
The Japan Science & Technology Agency has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of the close of business on Septem…
Kennicott Capital Management LLC has filed its Form 13F-HR, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists the firm's address a…
White & Co Financial Planning Inc has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on Sep…
Sherman Wealth Management LLC has filed a restatement of its Form 13F-HR/A for the period ending September 30, 2026. The filing, submitted on October 15, 2026, lists the firm's equ…
Global Strategic Management Inc. filed its Form 13F-HR for the period ending September 30, 2026. The filing details the firm's equity securities portfolio as of the close of that q…