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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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Oct 30 13F-HR - WATERSHED PRIVATE WEALTH LLC (0001965271) (Filer)Oct 30 13F-HR - Richwood Investment Advisors, LLC (0001911900) (Filer)Oct 30 13F-HR - RCW Management, LLC (0002104402) (Filer)Oct 30 13F-HR - Ackerman Capital Advisors, LLC (0001699506) (Filer)Oct 30 13F-HR - One Day In July LLC (0001823172) (Filer)
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INSTITUTIONAL HOLDINGS · 35,312 results Live
Institutional Holdings WATERSHED Oct 30 — 0.00

13F-HR - WATERSHED PRIVATE WEALTH LLC (0001965271) (Filer)

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

Institutional Holdings Richwood Oct 30 — 0.00

13F-HR - Richwood Investment Advisors, LLC (0001911900) (Filer)

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

Institutional Holdings RCW Oct 30 — 0.00

13F-HR - RCW Management, LLC (0002104402) (Filer)

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

Institutional Holdings Ackerman Oct 30 — 0.00

13F-HR - Ackerman Capital Advisors, LLC (0001699506) (Filer)

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

Institutional Holdings One Oct 30 — 0.00

13F-HR - One Day In July LLC (0001823172) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by One Day In July LLC.

Institutional Holdings RFG Oct 30 — 0.00

13F-HR - RFG HOLDINGS, INC. (0001845210) (Filer)

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

Institutional Holdings Hughes Oct 30 — 0.00

13F-HR - Hughes Financial Services, LLC (0002054465) (Filer)

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

Institutional Holdings TrinityBridge Oct 30 — 0.00

13F-HR - TrinityBridge Ltd (0001718570) (Filer)

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

Institutional Holdings Integras Oct 30 — 0.00

13F-HR - Integras Partners LLC (0002055384) (Filer)

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

Institutional Holdings LYELL Oct 30 — 0.00

13F-HR - LYELL WEALTH MANAGEMENT, LP (0001686444) (Filer)

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

Institutional Holdings ASSOCIATED Oct 30 — +0.10

13F-HR - ASSOCIATED BANC-CORP (0000007789) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ASSOCIATED BANC-CORP.

Institutional Holdings Legacy Oct 30 — 0.00

13F-HR - Legacy CG, LLC (0001904825) (Filer)

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

Institutional Holdings Provenance Oct 30 — 0.00

13F-HR - Provenance Wealth Advisors, LLC (0002081584) (Filer)

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

Institutional Holdings Catalys Oct 30 — 0.00

13F-HR - Catalys Pacific, LLC (0002011385) (Filer)

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

Institutional Holdings Lunt Oct 30 — 0.00

13F-HR - Lunt Capital Management, Inc. (0001608034) (Filer)

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

Institutional Holdings SHUTTLEWORTH Oct 30 ▲ +0.20

13F-HR - SHUTTLEWORTH & Co (0002096913) (Filer)

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

Institutional Holdings Investment Oct 30 — +0.10

13F-HR - Investment Insight Wealth Management, LLC (0001737917) (Filer)

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

Institutional Holdings Farrow Oct 30 — 0.00

13F-HR - Farrow Financial, Inc. (0002010644) (Filer)

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

Institutional Holdings Compass Oct 30 — 0.00

13F-HR - Compass Wealth Management, LLC/GA (0002076480) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Compass Wealth Management, LLC/GA.

Institutional Holdings MFG Oct 30 — 0.00

13F-HR - MFG Investments, LLC (0002159390) (Filer)

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