13F-HR - DWR WEALTH MANAGEMENT, LLC (0002123012) (Filer)
Institutional holdings report (13F-HR) filed by DWR WEALTH MANAGEMENT, LLC.
SEC 8-K filings, insider trades, FDA approvals, Federal Reserve statements, and market-moving events — AI-curated, updated every 60 seconds.
Institutional holdings report (13F-HR) filed by DWR WEALTH MANAGEMENT, LLC.
Institutional holdings report (13F-HR) filed by Twin Cities Retirement Group LLC.
Institutional holdings report (13F-HR) filed by RVW Wealth, LLC.
Institutional holdings report (13F-HR) filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC.
Institutional holdings report (13F-HR) filed by Castle Rock Wealth Management, LLC.
Institutional holdings report (13F-HR) filed by NerdWallet Wealth Partners, LLC.
Institutional holdings report (13F-HR) filed by ACT WEALTH MANAGEMENT, LLC.
Institutional holdings report (13F-HR) filed by Attessa Capital LLC.
Institutional holdings report (13F-HR) filed by Matthew Goff Investment Advisor, LLC.
Vivos Therapeutics Inc. issued a new Common Stock Purchase Warrant allowing the holder to purchase up to shares of stock. The financing is a standard subscription agreement without…
Figure Technology Solutions reported preliminary June and Q2 operating metrics that exceeded all prior guidance ranges. This result highlights robust growth and increased liquidity…
Banzai International entered into an asset purchase agreement on July 2 to acquire the assets of ConnectAndSell and assume its liabilities for common stock and warrants. The transa…
Golub Capital Private Credit Fund entered into a Fourth Amendment to its revolving loan agreement with GC Advisors LLC. The amendment updates specific terms but confirms no Event o…
Polar Power Inc. issued a $275,000 convertible promissory note to Mayers Ventures LLC. The company received $250,000, which includes a 10% original issue discount, with the princip…
Institutional holdings report (13F-HR) filed by Madison Park Capital Advisors, LLC.
Resmed has entered a definitive agreement to sell its MatrixCare software business to Frazier Healthcare Partners. This strategic divestiture strengthens focus on high-growth sleep…
Core Molding Technologies extended its $100 million credit facility through 2031. This strengthens liquidity and financial flexibility for growth.
Crisp Momentum Inc. approved its Audit Committee Charter on June 30, 2026. The document outlines the responsibilities of the committee regarding financial reporting oversight and a…
House of Doge Inc. amended its merger agreement with Brag House Holdings, adjusting provisions regarding the share exchange. These updates reflect ongoing negotiations in the M&A p…
CDT Equity Inc. entered into a $1.97 million convertible note agreement with J.J. Astor & Co. Payments will occur over 24 weeks with a December maturity date to secure capital.