13F-HR - Clear Retirement Advice LLC (0002112984) (Filer)
Institutional holdings report (13F-HR) filed by Clear Retirement Advice LLC.
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Institutional holdings report (13F-HR) filed by Clear Retirement Advice LLC.
SLM Student Loan Trust 2004-10 filed an exhibit detailing the selection criteria and initial composition of its underlying student loan portfolio, specifically referencing loans se…
The filing outlines the selection criteria and composition of the 2004-5 student loan trust, including specific terms regarding guaranty and delinquency status. It provides investo…
Institutional holdings report (13F-HR) filed by Reliant Investment Management, LLC.
SLM Student Loan Trust 2004-1 released data detailing the characteristics of its federally guaranteed student loan portfolio as of a May 2026 statistical cutoff date. This disclosu…
Union Bankshares Inc. reported second-quarter net income of $2.9 million, a 21% increase over last year. The company declared a regular quarterly cash dividend as it navigates an e…
Institutional holdings report (13F-HR) filed by WEBSTERROGERS FINANCIAL ADVISORS, LLC.
Institutional holdings report (13F-HR) filed by HIGHLINE WEALTH PARTNERS LLC.
The bank posted net income of $2.1 billion and diluted EPS of $4.81 for the second quarter of 2026. These results illustrate continued operational strength within the financial ser…
LataMed AI Corp. announced the effective 5-for-1 forward stock split, resulting in a new CUSIP and temporary symbol LMEDD. This corporate action increases the number of outstanding…
Institutional holdings report (13F-HR) filed by MILLINGTON SECURITIES, LLC.
Institutional holdings report (13F-HR) filed by Acropolis Investment Management, LLC.
Institutional holdings report (13F-HR) filed by MONTGOMERY INVESTMENT MANAGEMENT INC.
Institutional holdings report (13F-HR) filed by One Charles Private Wealth Services, LLC.
Institutional holdings report (13F-HR) filed by Vert Asset Management LLC.
Institutional holdings report (13F-HR) filed by Perpetual Ltd.
Institutional holdings report (13F-HR) filed by Bricktown Capital, LLC.
Institutional holdings report (13F-HR) filed by TRAN CAPITAL MANAGEMENT, L.P..
Institutional holdings report (13F-HR) filed by 13F-HR/A - Processus Wealth & Capital Management, LLC (0002014209) (Filer).
Institutional holdings report (13F-HR) filed by Midwest Financial Partners Investments, Inc..