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.
Financial Counselors Inc., an investment management firm based in Overland Park, Kansas, has filed a Form 13F-HR disclosing its equity portfolio holdings as of September 30, 2026. …
Marino, Stram & 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 the fi…
Bucket List Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports that the firm holds positions in 63 different…
Exane Asset Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Katia Cha…
Sunpointe, LLC has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing lists the firm…
Semus Wealth 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 lists the firm's …
Retirement Investment Advisors, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists …
Chicago-based asset manager Lake Street Private Wealth, LLC, has filed a Form 13F-HR with the Securities and Exchange Commission detailing its equity portfolio holdings as of Septe…
Old North State Wealth Management, LLC filed a Form 13F-HR on October 22, 2026, disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports…
Mills Wealth Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing equity securities held for the period ending September 30, 2026. The filin…
Studio Investment Management LLC filed its 13F-HR report for the period ending September 30, 2026, disclosing ownership of 181 securities. The filing lists the firm's principal pla…
Northstar Asset Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio holdings as of September 30, 2026. The filing lists …
Cross Staff Investments Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports a total of 131 positions held by the firm. The port…
Stordahl Capital Management, Inc. has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports that the firm holds p…
Westamerica Bancorporation announced on October 22, 2026, that its Board of Directors has declared a quarterly cash dividend of $0.48 per share on its common stock. The dividend is…
FirstCash Holdings, Inc. announced record financial results for the three and nine month periods ended September 30, 2026, and declared a quarterly cash dividend of $0.46 per share…
West Financial 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, signed b…
Garrett Wealth Advisory Group, LLC, a registered investment adviser based in Weatherford, Texas, has filed its Form 13F-HR with the Securities and Exchange Commission. The filing, …
RWC Asset Management LLP 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 174 d…
Curry Webb Wealth Management LLC has filed a Form 13F-HR/A, which constitutes a restatement of the firm's institutional investment holdings as of September 30, 2026. The filing was…