Community
13F-HR - Community Bank & Trust, Waco, Texas (0001654847) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Community Bank & Trust, Waco, Texas....
Financial News Archive
SEC EDGAR · Federal Reserve · FDA · BLS · Updated every 60s
TRUE
13F-HR - TRUE Private Wealth Advisors (0001667074) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by TRUE Private Wealth Advisors....
Asset
13F-HR - Asset Advisors Investment Management, LLC (0001756695) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Asset Advisors Investment Management, LLC....
Geremia
13F-HR - Geremia Financial Services, LLC (0002104898) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Geremia Financial Services, LLC....
Roger
13F-HR - Roger Wittlin Investment Advisory, LLC (0001911328) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Roger Wittlin Investment Advisory, LLC....
ESSEX
13F-HR - ESSEX INVESTMENT MANAGEMENT CO LLC (0000201772) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ESSEX INVESTMENT MANAGEMENT CO LLC....
DEFINED
13F-HR - DEFINED WEALTH MANAGEMENT, LLC (0001849518) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by DEFINED WEALTH MANAGEMENT, LLC....
Global
13F-HR - Global Trust Asset Management, LLC (0001729672) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Global Trust Asset Management, LLC....
13F-HR/A
13F-HR/A - COURIER CAPITAL LLC (0001015247) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by 13F-HR/A - COURIER CAPITAL LLC (0001015247) (Filer)....
OAK
13F-HR - OAK FAMILY ADVISORS, LLC (0001846161) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by OAK FAMILY ADVISORS, LLC....
EFCAR,
EFCAR enters capital contribution agreements
EFCAR entered into capital contribution agreements with Exeter Finance LLC and Citibank to support Exeter Automobile Receivables Trusts 2022-5 and 202...
Exeter
Exeter Finance LLC Capital Contribution Agreements
On Oct. 13, 2026, Exeter Finance LLC and others entered Capital Contribution Agreements allowing EFCAR to make limited capital contributions to Exeter...
PHILLIPS
13F-HR - PHILLIPS FINANCIAL MANAGEMENT, LLC (0001350660) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by PHILLIPS FINANCIAL MANAGEMENT, LLC....
Planned
13F-HR - Planned Solutions, Inc. (0001831332) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Planned Solutions, Inc.....
CAP
13F-HR - CAP Partners, LLC (0002006870) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by CAP Partners, LLC....
Wealth
13F-HR - Wealth Analytics Partners, LLC (0002110717) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Wealth Analytics Partners, LLC....
Slocum,
13F-HR - Slocum, Gordon & Co LLP (0001993325) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Slocum, Gordon & Co LLP....
Armbruster
13F-HR - Armbruster Capital Management, Inc. (0001664847) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Armbruster Capital Management, Inc.....
Zeit
13F-HR - Zeit Capital LLC (0001808163) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Zeit Capital LLC....
13F-HR/A
13F-HR/A - SummerHaven Investment Management, LLC (0001846436) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by 13F-HR/A - SummerHaven Investment Management, LLC (0001846436) (Filer)...