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.
Courage Miller Partners, 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, signed by M…
LMCG INVESTMENTS, 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…
Essential Planning, LLC has filed its Schedule 13G/H report for the period ending September 30, 2026, disclosing a portfolio of 88 equity securities. The filing, signed by Manager …
Woodward Diversified Capital, LLC, managed by Tom Woodward, has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. Th…
Kooman & Associates filed a Form 13F-HR with the Securities and Exchange Commission on October 21, 2026, disclosing its equity securities holdings as of the close of business on Se…
Cypress Wealth Services, 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 434 sepa…
On October 20, 2026, Southern Missouri Bancorp, Inc. reported preliminary financial results for the first quarter of fiscal 2027. The company, which operates as the parent of South…
Kopp Family Office, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 21, 2026, disclosing equity holdings as of the close of business on September 30,…
Civista Bancshares, Inc. (NASDAQ: CIVB) announced on October 21, 2026, that its Board of Directors has approved and declared a quarterly dividend of 18 cents per common share. The …
First Breach Inc. (NASDAQ: FBDT) announced in a Form 8-K filed on October 15, 2026, that Chief Revenue Officer Ken Leith will present at the 20th Annual LD Micro Main Event. The co…
Oceaneering International, Inc. reported financial results for the third quarter ended September 30, 2026, showing an increase in revenue and operating income compared to the same …
Union Bankshares, Inc. (NASDAQ: UNB) reported net income of $3.8 million, or $0.77 per share, for the third quarter of 2026. This figure represents an increase of $332,000 compared…
Bank of America Corporation announced on October 21, 2026, that it has increased the size of its Board of Directors from 12 to 14 members. The company appointed James Fitterling an…
RLI Corp. announced its financial results for the third quarter of 2026 during an analyst conference call held on October 20, 2026. The company reported an overall combined ratio o…
Pinnacle Bancorp, 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, 2…
McCarley & Cook Financial Planners has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing the firm’s equity holdings as of September 30, 2026. The filing…
Investment House 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 204 individual s…
Precedent Wealth Partners, LLC, a registered investment advisor based in Houston, Texas, has filed a Form 13F-HR with the U.S. Securities and Exchange Commission (SEC) disclosing i…
Pinnacle Financial Partners, Inc. (NYSE: PNFP) reported financial results for the three-month period ended September 30, 2026. The company announced diluted earnings per share of $…
Genworth Financial Inc. 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 September 30, 2026. …