Briggs
13F-HR - Briggs Wealth Management, Inc (0002109156) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Briggs Wealth Management, Inc....
Financial News Archive
SEC EDGAR · Federal Reserve · FDA · BLS · Updated every 60s
Maxi
13F-HR - Maxi Investments CY Ltd (0001838222) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Maxi Investments CY Ltd....
Odyssey
13F-HR - Odyssey Capital Advisors, Inc. (0002104872) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Odyssey Capital Advisors, Inc.....
Leslie
13F-HR - Leslie Global Wealth, LLC (0001954832) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Leslie Global Wealth, LLC....
WealthCare
13F-HR - WealthCare Asset Management, LLC (0002034181) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by WealthCare Asset Management, LLC....
AGH
13F-HR - AGH Wealth Advisors, LLC (0002061010) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by AGH Wealth Advisors, LLC....
PEOPLES
Peoples Bancorp announces pending acquisition of Capital Bancorp.
Peoples Bancorp disclosed it expects to complete acquisition of Capital Bancorp in 2027, continuing its strategic growth....
FLAGSHIP
13F-HR - FLAGSHIP HARBOR ADVISORS, LLC (0001691766) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by FLAGSHIP HARBOR ADVISORS, LLC....
GROESBECK
13F-HR - GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ (0000923116) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by GROESBECK INVESTMENT MANAGEMENT CORP /NJ/....
Drummond
13F-HR - Drummond Knight Asset Management Pty Ltd (0001808029) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Drummond Knight Asset Management Pty Ltd....
MACROVIEW
13F-HR - MACROVIEW INVESTMENT MANAGEMENT LLC (0001551727) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by MACROVIEW INVESTMENT MANAGEMENT LLC....
RETIREMENT
13F-HR - RETIREMENT GUYS FORMULA LLC (0001933059) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by RETIREMENT GUYS FORMULA LLC....
High
13F-HR - High Net Worth Advisory Group LLC (0001919142) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by High Net Worth Advisory Group LLC....
CITY
City Holding Reports Record Q3 Results
City Holding Company reported a record quarterly profit of $34.6 million and $2.43 diluted earnings per share, driven by net interest income growth....
National
13F-HR - National Wealth Management Group, LLC (0001977723) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by National Wealth Management Group, LLC....
Aegis
13F-HR - Aegis Wealth Management, Inc. (0002096565) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Aegis Wealth Management, Inc.....
FSA
13F-HR - FSA WEALTH PARTNERS, INC. (0001731221) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by FSA WEALTH PARTNERS, INC.....
Portland
13F-HR - Portland Financial Advisors Inc (0002054942) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Portland Financial Advisors Inc....
Wealth
13F-HR - Wealth Management Nebraska (0002042783) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Wealth Management Nebraska....
Pavaki
13F-HR - Pavaki Capital Management LLC (0002143027) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Pavaki Capital Management LLC....