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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 29 13F-HR - BFC Planning, Inc. (0002160654) (Filer)Oct 29 13F-HR - COERENTE CAPITAL MANAGEMENT (0001860790) (Filer)Oct 29 13F-HR - BFC Planning, Inc. (0002160654) (Filer)Oct 29 13F-HR - LANDAAS & CO /WI /ADV (0000913990) (Filer)Oct 29 13F-HR - BFC Planning, Inc. (0002160654) (Filer)
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INSTITUTIONAL HOLDINGS · 35,368 results Live
Institutional Holdings BFC Oct 29 — 0.00

13F-HR - BFC Planning, Inc. (0002160654) (Filer)

Institutional holdings report (13F-HR) for the period ended 2025-12-31 filed by BFC Planning, Inc..

Institutional Holdings COERENTE Oct 29 — 0.00

13F-HR - COERENTE CAPITAL MANAGEMENT (0001860790) (Filer)

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

Institutional Holdings BFC Oct 29 — 0.00

13F-HR - BFC Planning, Inc. (0002160654) (Filer)

Institutional holdings report (13F-HR) for the period ended 2025-09-30 filed by BFC Planning, Inc..

Institutional Holdings LANDAAS Oct 29 — 0.00

13F-HR - LANDAAS & CO /WI /ADV (0000913990) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by LANDAAS & CO /WI /ADV.

Institutional Holdings BFC Oct 29 — 0.00

13F-HR - BFC Planning, Inc. (0002160654) (Filer)

Institutional holdings report (13F-HR) for the period ended 2025-06-30 filed by BFC Planning, Inc..

Institutional Holdings MBA Oct 29 — 0.00

13F-HR - MBA Advisors LLC (0001848704) (Filer)

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

Institutional Holdings BFC Oct 29 — 0.00

13F-HR - BFC Planning, Inc. (0002160654) (Filer)

Institutional holdings report (13F-HR) for the period ended 2025-03-31 filed by BFC Planning, Inc..

Institutional Holdings DORVAL Oct 29 — 0.00

13F-HR - DORVAL Corp (0001999144) (Filer)

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

Institutional Holdings Providence Oct 29 — 0.00

13F-HR - Providence Wealth Advisors, LLC (0001744955) (Filer)

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

Institutional Holdings BFC Oct 29 — 0.00

13F-HR - BFC Planning, Inc. (0002160654) (Filer)

Institutional holdings report (13F-HR) for the period ended 2024-12-31 filed by BFC Planning, Inc..

Institutional Holdings McAlvany Oct 29 — 0.00

13F-HR - McAlvany Wealth Management LLC (0002123857) (Filer)

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

Institutional Holdings SMH Oct 29 — 0.00

13F-HR - SMH CAPITAL ADVISORS INC (0001180391) (Filer)

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

Institutional Holdings Certified Oct 29 — 0.00

13F-HR - Certified Advisory Corp (0001731732) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Certified Advisory Corp.

Institutional Holdings New Oct 29 — 0.00

13F-HR - New England Professional Planning Group Inc. (0001540867) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by New England Professional Planning Group Inc..

Institutional Holdings BLUE Oct 29 — 0.00

13F-HR - BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (0001352860) (Filer)

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

Institutional Holdings Frederick Oct 29 — 0.00

13F-HR - Frederick Financial Consultants, LLC (0002055328) (Filer)

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

Institutional Holdings Greenfield Oct 29 — 0.00

13F-HR - Greenfield Seitz Capital Management, LLC (0002097528) (Filer)

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

Institutional Holdings Latigo Oct 29 — 0.00

13F-HR - Latigo Investments, LLC (0001914668) (Filer)

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

Institutional Holdings Lesa Oct 29 — 0.00

13F-HR - Lesa Sroufe & Co (0001492162) (Filer)

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

Institutional Holdings Signature Oct 29 — 0.00

13F-HR - Signature Equity Partners, LLC (0002109813) (Filer)

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