// Real-Time Intelligence Feed

Financial Intelligence.
Real-Time.

SEC 8-K filings, insider trades, FDA approvals, Federal Reserve statements, and market-moving events — AI-curated, updated every 60 seconds.

18,164
Stories Indexed
Live
Feed Status
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Data Sources
AllEarningsFDAM&AInsider TradingRegulatoryOfferingLeadershipRestructuringDividendInstitutional HoldingsBankruptcy
ALL STORIES · 18,164 results Live
Institutional Holdings FOCUS Jul 7 — 0.00

13F-HR - FOCUS Wealth Advisors, LLC (0001845643) (Filer)

Institutional holdings report (13F-HR) filed by FOCUS Wealth Advisors, LLC.

Institutional Holdings WILLNER Jul 7 — 0.00

13F-HR - WILLNER & HELLER, LLC (0001927796) (Filer)

Institutional holdings report (13F-HR) filed by WILLNER & HELLER, LLC.

Institutional Holdings McNaughton Jul 7 — 0.00

13F-HR - McNaughton Wealth Management, LLC (0001802691) (Filer)

Institutional holdings report (13F-HR) filed by McNaughton Wealth Management, LLC.

Institutional Holdings Graves Jul 7 — 0.00

13F-HR - Graves Light Lenhart Wealth, Inc. (0001759803) (Filer)

Institutional holdings report (13F-HR) filed by Graves Light Lenhart Wealth, Inc..

Institutional Holdings TLWM Jul 7 — 0.00

13F-HR - TLWM (0001732537) (Filer)

Institutional holdings report (13F-HR) filed by TLWM.

Institutional Holdings INSPIRION Jul 7 — 0.00

13F-HR - INSPIRION WEALTH ADVISORS, LLC (0001633448) (Filer)

Institutional holdings report (13F-HR) filed by INSPIRION WEALTH ADVISORS, LLC.

Institutional Holdings Systrade Jul 7 — 0.00

13F-HR - Systrade AG (0001818160) (Filer)

Institutional holdings report (13F-HR) filed by Systrade AG.

Restructuring UGI Jul 7 — 0.00

UGI Corp amends credit agreement for $774M term loan refinancing

UGI Corporation entered into a fourth amendment to its credit agreement to provide $774 million in refinancing loans. The agreement, led by HSBC Securities USA Inc., allows the com…

Institutional Holdings Pioneer Jul 7 — 0.00

13F-HR - Pioneer Wealth Management Group (0001973339) (Filer)

Institutional holdings report (13F-HR) filed by Pioneer Wealth Management Group.

Offering ONCI Jul 7 — 0.00

Oncology Institute executes a credit agreement with Orbimed.

The Oncology Institute, Inc. entered into a credit agreement dated July 1, 2026 with Orbimed Opportunities (CA) V LLC. This financing provides the company with liquidity and strate…

Institutional Holdings Fermata Jul 7 — 0.00

13F-HR - Fermata Advisors, LLC (0001859259) (Filer)

Institutional holdings report (13F-HR) filed by Fermata Advisors, LLC.

Institutional Holdings 180 Jul 7 — 0.00

13F-HR - 180 WEALTH ADVISORS, LLC (0001730817) (Filer)

Institutional holdings report (13F-HR) filed by 180 WEALTH ADVISORS, LLC.

Institutional Holdings First Jul 7 — 0.00

13F-HR - First Citizens Financial Corp (0001800597) (Filer)

Institutional holdings report (13F-HR) filed by First Citizens Financial Corp.

Institutional Holdings Post Jul 7 — 0.00

13F-HR - Post Resch Tallon Group Inc. (0002054476) (Filer)

Institutional holdings report (13F-HR) filed by Post Resch Tallon Group Inc..

Institutional Holdings Bill Jul 7 — 0.00

13F-HR - Bill Few Associates, Inc. (0001914644) (Filer)

Institutional holdings report (13F-HR) filed by Bill Few Associates, Inc..

Institutional Holdings SFM, Jul 7 — 0.00

13F-HR - SFM, LLC (0002064225) (Filer)

Institutional holdings report (13F-HR) filed by SFM, LLC.

Institutional Holdings Foster Jul 7 — 0.00

13F-HR - Foster Group, Inc. (0001841544) (Filer)

Institutional holdings report (13F-HR) filed by Foster Group, Inc..

Institutional Holdings Hamlin Jul 7 — 0.00

13F-HR - Hamlin Capital Management, LLC (0001277403) (Filer)

Institutional holdings report (13F-HR) filed by Hamlin Capital Management, LLC.

Institutional Holdings JGP Jul 7 — 0.00

13F-HR - JGP Wealth Management, LLC (0001748278) (Filer)

Institutional holdings report (13F-HR) filed by JGP Wealth Management, LLC.

Other KLC Jul 7 — 0.00

Kennedy Lewis Selects U.S. Bank as Custodian

Kennedy Lewis Capital Company entered into a custody agreement with U.S. Bank Trust Company, National Association. This arrangement secures asset administration and ensures complia…