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.
Columbia Advisory Partners LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 15, 2026, disclosing its equity holdings as of September 30, 2026. The fil…
Murphy, Middleton, Hinkle & Parker, Inc. has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing reports th…
Split Rock Private Trading & Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. Th…
Guyasuta Investment Advisors Inc. has filed a Form 13F-HR disclosing its equity portfolio holdings as of the close of business on September 30, 2026. According to the filing, the f…
True Blue Financial, 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 58 sepa…
White Pine Investment Co. has filed its Form 13F-HR report, disclosing the firm's equity portfolio as of the close of business on September 30, 2026. The filing, signed by Partner …
Detalus Advisors, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 15, 2026, disclosing its equity holdings as of September 30, 2026. The filing repor…
Activest Wealth Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The report lists the…
NFSG Corp filed a Form 13F-HR with the U.S. Securities and Exchange Commission on October 8, 2026, disclosing its equity securities portfolio as of the close of business on Septemb…
TrustWell Financial Advisors, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 74 distinct securities, with no si…
Donegal Group Inc. announced on October 15, 2026, that its board of directors has declared a regular quarterly cash dividend. The dividend is set at $0.1925 per share for the Compa…
Moller Wealth Partners has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing details the firm's p…
On October 12, 2026, Silver Point Specialty Credit Fund Management, LLC, the Adviser for Silver Point Specialty Lending Fund, provided notice to U.S. Bancorp Fund Services, LLC tha…
Manuka Financial, 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 a total of 56 di…
Silver Point Private Credit Fund has announced a change in its administrative services provider, terminating its agreement with U.S. Bancorp Fund Services, LLC and entering into a …
Uptown Financial 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 77 sepa…
R2 Capital Strategies, LLC has filed its Form 13F-HR report for the period ending September 30, 2026. The filing discloses the firm’s equity holdings as of the close of the third q…
First Merchants Corporation announced on October 15, 2026, that its Board of Directors has declared a quarterly cash dividend on its 7.50% Non-Cumulative Perpetual Preferred Stock …
On October 15, 2026, Toyota Auto Receivables 2026-D Owner Trust issued a series of Asset-Backed Notes backed by motor vehicle retail installment sales contracts. The transaction wa…
Cathy Pareto & Associates, Inc. has filed a Form 13F-HR disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing reports a total of 9…