13F-HR - Fiduciary Wealth Partners, LLC (0001666504) (Filer)
Institutional holdings report (13F-HR) filed by Fiduciary Wealth Partners, LLC.
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Institutional holdings report (13F-HR) filed by Fiduciary Wealth Partners, LLC.
Institutional holdings report (13F-HR) filed by Ruedi Wealth Management, Inc..
The reporting entity disclosed the formation of a new collateral pool and business combination. Registrant is Barclays Commercial Mortgage Securities LLC, a sponsor/entity.
Benchmark 2025-V13 Mortgage Trust reported that its Woodland Mall and Colony Square loans are being serviced tax reference under a Dec. 2024 agreement. Loan servicing is carried ou…
Fidelity Private Credit Fund reports total return of 9.90% since inception as of June 30, 2026, as investors continue to engage with private credit assets.
Institutional holdings report (13F-HR) filed by First Nebraska Trust Co.
Institutional holdings report (13F-HR) filed by Broyhill Asset Management, LLC.
Institutional holdings report (13F-HR) filed by NORDEN GROUP LLC.
Institutional holdings report (13F-HR) filed by Coign Capital Advisors LLC.
Riverview Bancorp posted record Q1 2027 net income and improved net interest margins, marking its highest earnings in 11 quarters. This performance highlights the progress of the c…
Institutional holdings report (13F-HR) filed by Coquina Private Wealth LLC.
The Federal Home Loan Bank of Chicago declared a 9.50% annualized dividend for Class B1 stock and a 3.75% annualized dividend for Class B2 stock. It expects to maintain the higher …
Institutional holdings report (13F-HR) filed by Elevation Wealth Management LLC.
Institutional holdings report (13F-HR) filed by HB Wealth Management, LLC.
Institutional holdings report (13F-HR) filed by Amtrust Financial Services, Inc..
Institutional holdings report (13F-HR) filed by Summit Place Financial Advisors, LLC.
Institutional holdings report (13F-HR) filed by RiverFront Investment Group, LLC.
BMO Commercial Mortgage Securities LLC announced the closing of the offer to purchase $460.8 million of Series 2024-5C7 Aggregate Securities in connection with the formation of BMO…
Citigroup Commercial Mortgage Securities Inc. caused the issuance of a $647.41 million Commercial Mortgage-Backed Security on July 29, 2026, funded through the size-up of existing …
Institutional holdings report (13F-HR) filed by Glenorchy Capital Ltd.