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.
Kraft, Davis & Associates, 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 148 di…
Scott & Selber, Inc. has filed its Form 13F-HR for the period ending September 30, 2026, disclosing ownership of 92 equity securities. The firm, based in Houston, Texas, reported a…
Pines Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 222 distinct securities, with no change…
Carlton Hofferkamp & Jenks Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 146 distinct positions held by t…
Verum Partners LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 198 distinct equity positions held by the firm at the end of th…
WealthCare Capital Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists th…
Wealthcare Capital Partners, 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 th…
McCarley & Cook Financial Planners has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of December 31, 2025. The filing lists a t…
Pembroke Management, LTD has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 113 separate…
Base Wealth Management LLC has filed a restatement of its Form 13F-HR/A for the third quarter of 2026. The filing, dated October 21, 2026, lists the firm's total equity portfolio a…
Adams Diversified Equity Fund, Inc. 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,…
Adams Natural Resources Fund, Inc. 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, …
Fidelity D & D Bancorp, Inc. (NASDAQ: FDBC) reported unaudited financial results for the three and nine-month periods ended September 30, 2026, announcing record earnings for the t…
Carter Financial Group, 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…
Root Financial Partners, 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 report lists 1…
Horizon Bancorp, Inc. reported unaudited financial results for the three months ended September 30, 2026. The company reported net income of $28.7 million, or $0.56 per diluted sha…
Isthmus Partners, 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 228 sepa…
McCarley & Cook Financial Planners has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity holdings as of March 31, 2026. The filing lists…
NBT Bank, N.A. 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 signed by Leona A. …
Legacy Financial Group, Inc. has filed a Form 13F-HR disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists 108 separate posi…