Graves
13F-HR - Graves Light Lenhart Wealth, Inc. (0001759803) (Filer)
Institutional holdings report (13F-HR) filed by Graves Light Lenhart Wealth, Inc.....
Financial News Archive
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TLWM
13F-HR - TLWM (0001732537) (Filer)
Institutional holdings report (13F-HR) filed by TLWM....
INSPIRION
13F-HR - INSPIRION WEALTH ADVISORS, LLC (0001633448) (Filer)
Institutional holdings report (13F-HR) filed by INSPIRION WEALTH ADVISORS, LLC....
Systrade
13F-HR - Systrade AG (0001818160) (Filer)
Institutional holdings report (13F-HR) filed by Systrade AG....
UGI
UGI Corp amends credit agreement for $774M term loan refinancing
UGI Corporation entered into a fourth amendment to its credit agreement to provide $774 million in refinancing loans. The agreement, led by HSBC Secur...
Pioneer
13F-HR - Pioneer Wealth Management Group (0001973339) (Filer)
Institutional holdings report (13F-HR) filed by Pioneer Wealth Management Group....
Oncology
Oncology Institute executes a credit agreement with Orbimed.
The Oncology Institute, Inc. entered into a credit agreement dated July 1, 2026 with Orbimed Opportunities (CA) V LLC. This financing provides the com...
Fermata
13F-HR - Fermata Advisors, LLC (0001859259) (Filer)
Institutional holdings report (13F-HR) filed by Fermata Advisors, LLC....
180
13F-HR - 180 WEALTH ADVISORS, LLC (0001730817) (Filer)
Institutional holdings report (13F-HR) filed by 180 WEALTH ADVISORS, LLC....
First
13F-HR - First Citizens Financial Corp (0001800597) (Filer)
Institutional holdings report (13F-HR) filed by First Citizens Financial Corp....
Post
13F-HR - Post Resch Tallon Group Inc. (0002054476) (Filer)
Institutional holdings report (13F-HR) filed by Post Resch Tallon Group Inc.....
Bill
13F-HR - Bill Few Associates, Inc. (0001914644) (Filer)
Institutional holdings report (13F-HR) filed by Bill Few Associates, Inc.....
SFM,
13F-HR - SFM, LLC (0002064225) (Filer)
Institutional holdings report (13F-HR) filed by SFM, LLC....
Foster
13F-HR - Foster Group, Inc. (0001841544) (Filer)
Institutional holdings report (13F-HR) filed by Foster Group, Inc.....
Hamlin
13F-HR - Hamlin Capital Management, LLC (0001277403) (Filer)
Institutional holdings report (13F-HR) filed by Hamlin Capital Management, LLC....
JGP
13F-HR - JGP Wealth Management, LLC (0001748278) (Filer)
Institutional holdings report (13F-HR) filed by JGP Wealth Management, LLC....
Kennedy
Kennedy Lewis Selects U.S. Bank as Custodian
Kennedy Lewis Capital Company entered into a custody agreement with U.S. Bank Trust Company, National Association. This arrangement secures asset admi...
Paller
13F-HR - Paller Financial Services Inc (0002095931) (Filer)
Institutional holdings report (13F-HR) filed by Paller Financial Services Inc....
Mechanics
13F-HR - Mechanics Bank Trust Department (0001439743) (Filer)
Institutional holdings report (13F-HR) filed by Mechanics Bank Trust Department....
David
13F-HR - David J Yvars Group (0001836266) (Filer)
Institutional holdings report (13F-HR) filed by David J Yvars Group....