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.
Leeward Financial Partners, LLC has filed its Form 13F-HR for the period ending September 30, 2026. The filing discloses the firm's equity securities portfolio, which consists of 1…
BRC-Global BAH Investments Ltd. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, reporting its equity securities holdings as of the close of business on Se…
Slow Capital, 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 reports a total of 110 positions h…
LTS Liquid Investments 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 was signed …
Pullen Investment Management, 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 a t…
The Federal Home Loan Bank of San Francisco announced unaudited financial results for the third quarter of 2026, reporting net income of $64 million. This figure represents a decre…
Helium 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 a total of 102 se…
Bright Futures Wealth Management, LLC has filed its Form 13F-HR report for the period ending September 30, 2026. The filing lists the firm's holdings as of the close of the third q…
Financial Advisory Partners, LLC has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing reports the firm's…
Sigma Planning Corp 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, 202…
ADG Wealth Management Group, LLC has filed its Form 13F-HR, disclosing the firm’s equity securities holdings as of the close of business on September 30, 2026. The filing was submi…
Ted Buchan & Co. has filed its Form 13F-HR, disclosing the firm's equity securities holdings as of the close of business on September 30, 2026. The filing lists a total of 94 secur…
Financial Consulate, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission (SEC) for the period ending September 30, 2026. The filing was submitted on October 23…
Nixon Peabody Trust Co has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists 191 distinct positions held by the firm, with a tota…
Madrid Wealth Management, LLC has filed its Form 13F-HR, disclosing the firm's equity holdings as of the close of business on September 30, 2026. The filing lists the firm's contac…
Procaccianti Hotel REIT, Inc. has amended the terms of a loan secured by its Hotel Indigo property in Traverse City, Michigan. The amendment, executed on October 21, 2026, involves…
Anson Capital, Inc. has filed its Form 13F-HR, disclosing equity securities held by the firm as of the close of business on September 30, 2026. The filing was submitted on October …
Apollon 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 lists 1,648 …
IVC Wealth Advisors 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 166 sepa…
Apollon Financial, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing, signed …