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.
Professional Financial Management, Inc. has filed its Form 13F-HR, disclosing equity securities held as of September 30, 2026. The filing, submitted by Chief Investment Officer Don…
T3 Companies, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 195 distinct positions held by the firm, managed by Chief Execut…
Oriental Harbor Investment Master Fund has filed a Form 13F-HR with the U.S. Securities and Exchange Commission (SEC) disclosing its equity portfolio as of the close of business on…
BKM Wealth Management, LLC has filed its Form 13F-HR report for the period ending September 30, 2026. The filing discloses the firm's equity holdings as of the close of the third q…
Pacific Capital Wealth Advisors, Inc. has filed a Form 13F-HR disclosing its equity portfolio as of the close of business on September 30, 2026. The filing lists a total of 93 hold…
Indiana Trust & Investment Management Co. has filed its Form 13F-HR for the period ending September 30, 2026. The filing discloses the firm's equity holdings as of the close of the…
CMH Wealth Management LLC has filed its Form 13F-HR for the third quarter of 2026, disclosing a portfolio of 112 equity securities. The filing, signed by Chief Compliance Officer K…
Sharkey, Howes & Javer, an investment firm headquartered in South Denver, Colorado, filed a Form 13F-HR on October 22, 2026, disclosing its equity holdings as of September 30, 2026…
Strategic Planning Group, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reveals the firm holds positions in 79 distinct companies,…
Benin Management CORP 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 151 …
The Federal Home Loan Bank of Atlanta released preliminary unaudited financial results for the quarter ended September 30, 2026. The filing indicates a decrease in both net interes…
General Electric Company has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on Septembe…
On October 20, 2026, SenesTech, Inc. received a notification from The Nasdaq Stock Market LLC stating that the closing bid price of its common stock has been below $1.00 per share …
Murphy Pohlad Asset Management LLC has filed its Form 13F-HR for the period ending September 30, 2026. The filing, signed by Chief Compliance Officer Katherine M. Praschak on Octob…
Lantern Wealth 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 197 dist…
Gibbs Wealth Management 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 51…
Tectonic 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 346 …
James J. Burns & Company, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 166 distinct positions held by the firm. The portfol…
WP Advisors, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 22, 2026, disclosing its equity portfolio as of the close of business on September 30, 2…
Bretton Capital Management, 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 …