Sullivan
13F-HR - Sullivan Wood Capital Management LLC (0002077718) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Sullivan Wood Capital Management LLC....
Financial News Archive
SEC EDGAR · Federal Reserve · FDA · BLS · Updated every 60s
Financial
13F-HR - Financial Futures Ltd Liability Co. (0001911616) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Financial Futures Ltd Liability Co.....
First
13F-HR - First County Bank /CT/ (0001983616) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by First County Bank /CT/....
Asset
13F-HR - Asset Allocation & Management Company, LLC (0001498383) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Asset Allocation & Management Company, LLC....
ESCHATON
13F-HR - ESCHATON OPPORTUNITIES FUND MANAGEMENT LP (0001729545) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-06-30 filed by ESCHATON OPPORTUNITIES FUND MANAGEMENT LP....
Quadratic
13F-HR - Quadratic Capital Management LLC (0001697722) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Quadratic Capital Management LLC....
Sage
13F-HR - Sage Capital Advisors,llc (0001714107) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Sage Capital Advisors,llc....
Victory
Victory Capital Reports Strong Q3 Net Inflows
Victory Capital reported Total Client Assets of $355.5 billion and $11.7 billion in long-term net inflows for Q3, driven by diversity in asset classes...
WEALTH
13F-HR - WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (0001632972) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC....
Blue
13F-HR - Blue Capital, Inc. (0002032856) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Blue Capital, Inc.....
CONTINENTAL
13F-HR - CONTINENTAL ADVISORS LLC (0001277779) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by CONTINENTAL ADVISORS LLC....
Sugar
13F-HR - Sugar Maple Asset Management, LLC (0002012673) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Sugar Maple Asset Management, LLC....
Clarus
13F-HR - Clarus Wealth Advisors (0001730149) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Clarus Wealth Advisors....
Kingsman
13F-HR - Kingsman Wealth Management, Inc. (0002066184) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Kingsman Wealth Management, Inc.....
Buttonwood
13F-HR - Buttonwood Financial Advisors Inc. (0001904033) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Buttonwood Financial Advisors Inc.....
DEPRINCE
13F-HR - DEPRINCE RACE & ZOLLO INC (0001008894) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by DEPRINCE RACE & ZOLLO INC....
Shearwater
13F-HR - Shearwater Capital LLC (0001905665) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Shearwater Capital LLC....
AtlasMark
13F-HR - AtlasMark Financial, Inc (0002127120) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by AtlasMark Financial, Inc....
ARCADIA
13F-HR - ARCADIA INVESTMENT ADVISORS LLC (0002047860) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ARCADIA INVESTMENT ADVISORS LLC....
Lakeshore
13F-HR - Lakeshore Financial Planning, Inc. (0002000571) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Lakeshore Financial Planning, Inc.....