Smith
13F-HR - Smith Thornton Advisors LLC (0002032436) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Smith Thornton Advisors LLC....
Financial News Archive
SEC EDGAR · Federal Reserve · FDA · BLS · Updated every 60s
ASPIRIANT,
13F-HR - ASPIRIANT, LLC (0001433541) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ASPIRIANT, LLC....
PERRYMAN
13F-HR - PERRYMAN FINANCIAL ADVISORY INC /AD (0000934040) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by PERRYMAN FINANCIAL ADVISORY INC /AD....
GFG
13F-HR - GFG Capital, LLC (0001638520) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by GFG Capital, LLC....
Millennium
13F-HR - Millennium Capital Advisors, LLC (0002097025) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Millennium Capital Advisors, LLC....
James
13F-HR - James T. Borello RIA (0002157919) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-06-30 filed by James T. Borello RIA....
James
13F-HR - James T. Borello RIA (0002157919) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-03-31 filed by James T. Borello RIA....
James
13F-HR - James T. Borello RIA (0002157919) (Filer)
Institutional holdings report (13F-HR) for the period ended 2025-12-31 filed by James T. Borello RIA....
James
13F-HR - James T. Borello RIA (0002157919) (Filer)
Institutional holdings report (13F-HR) for the period ended 2025-09-30 filed by James T. Borello RIA....
James
13F-HR - James T. Borello RIA (0002157919) (Filer)
Institutional holdings report (13F-HR) for the period ended 2025-06-30 filed by James T. Borello RIA....
James
13F-HR - James T. Borello RIA (0002157919) (Filer)
Institutional holdings report (13F-HR) for the period ended 2025-03-31 filed by James T. Borello RIA....
James
13F-HR - James T. Borello RIA (0002157919) (Filer)
Institutional holdings report (13F-HR) for the period ended 2024-12-31 filed by James T. Borello RIA....
James
13F-HR - James T. Borello RIA (0002157919) (Filer)
Institutional holdings report (13F-HR) for the period ended 2024-09-30 filed by James T. Borello RIA....
James
13F-HR - James T. Borello RIA (0002157919) (Filer)
Institutional holdings report (13F-HR) for the period ended 2024-06-30 filed by James T. Borello RIA....
James
13F-HR - James T. Borello RIA (0002157919) (Filer)
Institutional holdings report (13F-HR) for the period ended 2024-03-31 filed by James T. Borello RIA....
James
13F-HR - James T. Borello RIA (0002157919) (Filer)
Institutional holdings report (13F-HR) for the period ended 2023-12-31 filed by James T. Borello RIA....
SURIENCE
13F-HR - SURIENCE PRIVATE WEALTH LLC (0001900195) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by SURIENCE PRIVATE WEALTH LLC....
Praetorian
13F-HR - Praetorian Wealth Management, Inc. (0001818940) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Praetorian Wealth Management, Inc.....
Merrion
13F-HR - Merrion Investment Management Co, LLC (0001383782) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Merrion Investment Management Co, LLC....
Holcombe
13F-HR - Holcombe Financial, Inc. (0002056177) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Holcombe Financial, Inc.....