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Financial Intelligence.
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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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LATEST
Oct 30 13F-HR - MTM Investment Management, LLC (0001831416) (Filer)Oct 30 13F-HR - Markowski Investments (0002149795) (Filer)Oct 30 13F-HR - NORTHWEST WEALTH MANAGEMENT, LLC (0001695344) (Filer)Oct 30 13F-HR - JCIC Asset Management Inc. (0001492040) (Filer)Oct 30 13F-HR - NBZ Investment Advisors LLC (0001998018) (Filer)
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INSTITUTIONAL HOLDINGS · 35,243 results Live
Institutional Holdings MTM Oct 30 — 0.00

13F-HR - MTM Investment Management, LLC (0001831416) (Filer)

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

Institutional Holdings Markowski Oct 30 — 0.00

13F-HR - Markowski Investments (0002149795) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Markowski Investments.

Institutional Holdings NORTHWEST Oct 30 — 0.00

13F-HR - NORTHWEST WEALTH MANAGEMENT, LLC (0001695344) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by NORTHWEST WEALTH MANAGEMENT, LLC.

Institutional Holdings JCIC Oct 30 — 0.00

13F-HR - JCIC Asset Management Inc. (0001492040) (Filer)

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

Institutional Holdings NBZ Oct 30 — 0.00

13F-HR - NBZ Investment Advisors LLC (0001998018) (Filer)

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

Institutional Holdings Franklin, Oct 30 — 0.00

13F-HR - Franklin, Parlapiano, Turner & Welch, LLC (0001707856) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Franklin, Parlapiano, Turner & Welch, LLC.

Institutional Holdings KELLEHER Oct 30 — 0.00

13F-HR - KELLEHER FINANCIAL ADVISORS (0001507971) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by KELLEHER FINANCIAL ADVISORS.

Institutional Holdings Attestor Oct 30 — 0.00

13F-HR - Attestor Capital Ltd (0001830731) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Attestor Capital Ltd.

Institutional Holdings MH Oct 30 — 0.00

13F-HR - MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV (0000354201) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV.

Institutional Holdings 3Chopt Oct 30 — 0.00

13F-HR - 3Chopt Investment Partners, LLC (0001978521) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by 3Chopt Investment Partners, LLC.

Institutional Holdings Trace Oct 30 — 0.00

13F-HR - Trace Wealth Advisors, LLC (0002055838) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Trace Wealth Advisors, LLC.

Institutional Holdings SFI Oct 30 — 0.00

13F-HR - SFI Advisors, LLC (0001911308) (Filer)

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

Institutional Holdings Cordgrass Oct 30 — 0.00

13F-HR - Cordgrass Capital Advisors, LLC (0001912040) (Filer)

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

Institutional Holdings Codex Oct 30 — 0.00

13F-HR - Codex Capital Asset Management L.L.C. (0002030542) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Codex Capital Asset Management L.L.C..

Institutional Holdings Sound Oct 30 — 0.00

13F-HR - Sound Financial Strategies Group, LLC (0001800620) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Sound Financial Strategies Group, LLC.

Institutional Holdings Pioneer Oct 30 — 0.00

13F-HR - Pioneer Family Office, LLC (0002135110) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Pioneer Family Office, LLC.

Institutional Holdings Verity Oct 30 — 0.00

13F-HR - Verity Asset Management, Inc. (0001597298) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Verity Asset Management, Inc..

Institutional Holdings Krane Oct 30 — 0.00

13F-HR - Krane Financial Solutions LLC (0002136913) (Filer)

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

Institutional Holdings Ascent Oct 30 — 0.00

13F-HR - Ascent Group, LLC (0001913231) (Filer)

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

Institutional Holdings Caldwell Oct 30 — 0.00

13F-HR - Caldwell Trust Co (0002080218) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Caldwell Trust Co.