West Financial Advisors, LLC Discloses Q3 2026 Equity Portfolio
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…
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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…
Altura Wealth Advisors Inc., based in Santa Clara, California, has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing …
Heritage Financial Corporation reported net income of $18.7 million for the third quarter of 2026, a slight increase from the $17.5 million recorded in the prior quarter. Diluted e…
Hanseatic Management Services Inc. has filed a Form 13F-HR with the Securities and Exchange Commission detailing its equity holdings as of September 30, 2026. The filing lists 84 s…
Accredited Investor Services, LLC, an investment firm based in St. Cloud, Minnesota, filed a Form 13F-HR with the Securities and Exchange Commission on October 22, 2026, disclosing…
ETF Portfolio Partners, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists 67 separ…
RWC Asset Advisors (US) 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 11 distin…
SL Green Realty Corp. reported results for the quarter ended September 30, 2026, and announced an increase to its full-year guidance for both net income and Funds From Operations (…
Manchester Capital Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of September 30, 2026. The filin…
Winthrop Advisory Group LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing reports the firm holds positions in…
Beaumont Financial Advisors, LLC has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed …
Lawson Kroeker Investment Management Inc/NE 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 fi…
XTI Aerospace, Inc. (Nasdaq: XTIA) announced preliminary unaudited financial results for the third quarter ended September 30, 2026. The company reported revenue of $35.3 million f…
Capital Investment Advisors, LLC has filed a Form 13F-HR disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing reports the firm's …
Baypointe Partners LLC 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 the …
The U.S. Food and Drug Administration announced the launch of the Neuroscience Advancement and Innovation Nexus (NAIN) on October 22, 2026. The program is designed to advance the s…
The School Employees Retirement Board of Ohio has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The fil…