Rossmore
13F-HR - Rossmore Private Capital (0001733082) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Rossmore Private Capital....
Financial News Archive
SEC EDGAR · Federal Reserve · FDA · BLS · Updated every 60s
TLW
13F-HR - TLW Wealth Management, LLC (0001767217) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by TLW Wealth Management, LLC....
Fire
13F-HR - Fire Capital Management LLC (0002059571) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Fire Capital Management LLC....
CENTRAL
13F-HR - CENTRAL VALLEY ADVISORS, LLC (0002010698) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by CENTRAL VALLEY ADVISORS, LLC....
OPPENHEIMER
13F-HR - OPPENHEIMER ASSET MANAGEMENT INC. (0001269119) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by OPPENHEIMER ASSET MANAGEMENT INC.....
Bullish
13F-HR - Bullish (0001872195) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Bullish....
Empirical
13F-HR - Empirical Financial Services, LLC d.b.a. Empirical Wealth Management (0001510434) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management....
SANTA
13F-HR - SANTA MONICA PARTNERS LP (0000904793) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by SANTA MONICA PARTNERS LP....
Rekor
Nasdaq grants Rekor Systems a pause on bid price compliance.
Rekor Systems received a six-month extension to regain Nasdaq's $1.00 minimum bid price requirement....
PRENTISS
13F-HR - PRENTISS SMITH & CO INC (0001134687) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by PRENTISS SMITH & CO INC....
Barton
13F-HR - Barton Investment Management (0001387818) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Barton Investment Management....
Graetz
13F-HR - Graetz Wealth LLC (0002053877) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Graetz Wealth LLC....
GREENWOOD
13F-HR - GREENWOOD CAPITAL ASSOCIATES LLC (0001161822) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by GREENWOOD CAPITAL ASSOCIATES LLC....
Mirabaud
13F-HR - Mirabaud & Cie SA (0001869685) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Mirabaud & Cie SA....
DELTA
13F-HR - DELTA FINANCIAL ADVISORS LLC (0001790295) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by DELTA FINANCIAL ADVISORS LLC....
Investmark
13F-HR - Investmark Advisory Group LLC (0001926349) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Investmark Advisory Group LLC....
Birch
13F-HR - Birch Capital Management, LLC (0001799859) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Birch Capital Management, LLC....
PROVIDENT
Prov Financial Q1 Fiscal 2027 Net Income $1.57M
Provident Financial Holdings reported a decrease in net income for Q1 Fiscal 2027, primarily driven by an increase in the provision for credit losses,...
WENDELL
13F-HR - WENDELL DAVID ASSOCIATES INC (0000878228) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by WENDELL DAVID ASSOCIATES INC....
Sterling
13F-HR - Sterling Investment Advisors, Ltd. (0001701132) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Sterling Investment Advisors, Ltd.....