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SEC 8-K filings, insider trades, FDA approvals, Federal Reserve statements, and market-moving events — AI-curated, updated every 60 seconds.

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Nov 3 13F-HR - Shepherd Financial Partners LLC (0001696628) (Filer)Nov 3 13F-HR - Avantax Planning Partners, Inc. (0001005441) (Filer)Nov 3 13F-HR - BRIGHTON JONES LLC (0001360798) (Filer)Nov 3 13F-HR - Candriam S.C.A. (0001537014) (Filer)Nov 3 13F-HR - Richard Young Associates, Ltd. (0002107563) (Filer)
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INSTITUTIONAL HOLDINGS · 35,236 results Live
Institutional Holdings Shepherd Nov 3 — 0.00

13F-HR - Shepherd Financial Partners LLC (0001696628) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Shepherd Financial Partners LLC.

Institutional Holdings Avantax Nov 3 — 0.00

13F-HR - Avantax Planning Partners, Inc. (0001005441) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Avantax Planning Partners, Inc..

Institutional Holdings BRIGHTON Nov 3 — 0.00

13F-HR - BRIGHTON JONES LLC (0001360798) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by BRIGHTON JONES LLC.

Institutional Holdings Candriam Nov 3 — 0.00

13F-HR - Candriam S.C.A. (0001537014) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Candriam S.C.A..

Institutional Holdings Richard Nov 3 — 0.00

13F-HR - Richard Young Associates, Ltd. (0002107563) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Richard Young Associates, Ltd..

Institutional Holdings Leicht Nov 3 — 0.00

13F-HR - Leicht Financial Planning & Wealth Management, Inc. (0001710666) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Leicht Financial Planning & Wealth Management, Inc..

Institutional Holdings Madrid Nov 3 — 0.00

13F-HR - Madrid Financial Services (0002135336) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Madrid Financial Services.

Institutional Holdings TRB Nov 3 — 0.00

13F-HR - TRB Advisors LP (0001513300) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by TRB Advisors LP.

Institutional Holdings Point Nov 3 — 0.00

13F-HR - Point Nemo Capital, LLC (0001988307) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Point Nemo Capital, LLC.

Institutional Holdings Kimelman Nov 3 — 0.00

13F-HR - Kimelman & Baird, LLC (0001318103) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Kimelman & Baird, LLC.

Institutional Holdings American Nov 3 — 0.00

13F-HR - American State Bank (Iowa) (0002122473) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by American State Bank.

Institutional Holdings 13F-HR/A Nov 3 — 0.00

13F-HR/A - Merkkuri Wealth Advisors LLC (0002040317) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by 13F-HR/A - Merkkuri Wealth Advisors LLC (0002040317) (Filer).

Institutional Holdings BEAM Nov 3 — 0.00

13F-HR - BEAM WEALTH ADVISORS, INC. (0001803426) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by BEAM WEALTH ADVISORS, INC..

Institutional Holdings Eiger Nov 3 — 0.00

13F-HR - Eiger Wealth Management, LLC (0002161353) (Filer)

Institutional holdings report (13F-HR) for the period ended 2025-12-31 filed by Eiger Wealth Management, LLC.

Institutional Holdings Chapman Nov 3 — 0.00

13F-HR - Chapman Investment Management, LLC (0001751006) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Chapman Investment Management, LLC.

Institutional Holdings CULLINAN Nov 3 — 0.00

13F-HR - CULLINAN ASSOCIATES INC (0001161670) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by CULLINAN ASSOCIATES INC.

Institutional Holdings COOPER/HAIMS Nov 3 — 0.00

13F-HR - COOPER/HAIMS ADVISORS, LLC (0001654033) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by COOPER/HAIMS ADVISORS, LLC.

Institutional Holdings INTACT Nov 3 — 0.00

13F-HR - INTACT INVESTMENT MANAGEMENT INC. (0001443077) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by INTACT INVESTMENT MANAGEMENT INC..

Institutional Holdings Financial Nov 3 — 0.00

13F-HR - Financial Security Advisor, Inc. (0001997602) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Financial Security Advisor, Inc..

Institutional Holdings Myriad Nov 3 — 0.00

13F-HR - Myriad Asset Management US LP (0001857187) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Myriad Asset Management US LP.