Helium
13F-HR - Helium Advisors LLC (0002056653) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Helium Advisors LLC....
Financial News Archive
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Federal
FHLB San Francisco Reports Net Income of $64M in Q3 2026
The Federal Home Loan Bank of San Francisco reported lower third-quarter earnings due to lower advances, despite capital exceeding regulatory requirem...
Pullen
13F-HR - Pullen Investment Management, LLC (0002011668) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Pullen Investment Management, LLC....
LTS
13F-HR - LTS Liquid Investments LLC (0001973154) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by LTS Liquid Investments LLC....
Slow
13F-HR - Slow Capital, Inc. (0001716984) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Slow Capital, Inc.....
BRC-Global
13F-HR - BRC-Global BAH Investments Ltd. (0002108985) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by BRC-Global BAH Investments Ltd.....
Leeward
13F-HR - Leeward Financial Partners, LLC (0001735201) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Leeward Financial Partners, LLC....
Hedeker
13F-HR - Hedeker Wealth, LLC (0001633910) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Hedeker Wealth, LLC....
SHORE
Shore Bancshares presents 3Q 2026 Investor Letter
Shore Bancshares released its third quarter 2026 Investor Presentation, highlighting $6.5B in total assets, $5.7B in deposits, and approximately $0.7B...
Nadler
13F-HR - Nadler Financial Group, Inc. (0001541787) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Nadler Financial Group, Inc.....
Purewater
13F-HR - Purewater Capital LLC (0002135327) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Purewater Capital LLC....
Bradley
13F-HR - Bradley & Co. Private Wealth Management, LLC (0001861678) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Bradley & Co. Private Wealth Management, LLC....
CONSUMER
CPS posts record Q3 2026 earnings and massive origination growth
Consumer Portfolio Services reported a 50% jump in diluted EPS, a 43% increase in net income, and record $4.71 billion in portfolio value, driven by a...
Level
13F-HR - Level Wealth Management LLC (0002036775) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Level Wealth Management LLC....
LORING
13F-HR - LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA (0000932974) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA....
Holos
13F-HR - Holos Integrated Wealth LLC (0002080096) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Holos Integrated Wealth LLC....
Marest
13F-HR - Marest Capital, LLC (0002010315) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Marest Capital, LLC....
Fee-Only
13F-HR - Fee-Only Financial Planning, L.C. (0001954044) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Fee-Only Financial Planning, L.C.....
ESCHATON
13F-HR - ESCHATON OPPORTUNITIES FUND MANAGEMENT LP (0001729545) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ESCHATON OPPORTUNITIES FUND MANAGEMENT LP....
Townsend
13F-HR - Townsend & Associates, Inc (0001729359) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Townsend & Associates, Inc....