Financial News Archive — BriefTape (16220+ stories)

OCEANEERING

Oceaneering Enables Issuance of 6.875% Notes

Oceaneering International filed a Fourth Supplemental Indenture to issue 6.875% Senior Notes due 2034. This action authorizes the public sale of new l...

Offering Jul 7, 2026 0.00 SEC ↗

FOCUS

13F-HR - FOCUS Wealth Advisors, LLC (0001845643) (Filer)

Institutional holdings report (13F-HR) filed by FOCUS Wealth Advisors, LLC....

Institutional Holdings Jul 7, 2026 0.00 SEC ↗

WILLNER

13F-HR - WILLNER & HELLER, LLC (0001927796) (Filer)

Institutional holdings report (13F-HR) filed by WILLNER & HELLER, LLC....

Institutional Holdings Jul 7, 2026 0.00 SEC ↗

McNaughton

13F-HR - McNaughton Wealth Management, LLC (0001802691) (Filer)

Institutional holdings report (13F-HR) filed by McNaughton Wealth Management, LLC....

Institutional Holdings Jul 7, 2026 0.00 SEC ↗

Graves

13F-HR - Graves Light Lenhart Wealth, Inc. (0001759803) (Filer)

Institutional holdings report (13F-HR) filed by Graves Light Lenhart Wealth, Inc.....

Institutional Holdings Jul 7, 2026 0.00 SEC ↗

TLWM

13F-HR - TLWM (0001732537) (Filer)

Institutional holdings report (13F-HR) filed by TLWM....

Institutional Holdings Jul 7, 2026 0.00 SEC ↗

INSPIRION

13F-HR - INSPIRION WEALTH ADVISORS, LLC (0001633448) (Filer)

Institutional holdings report (13F-HR) filed by INSPIRION WEALTH ADVISORS, LLC....

Institutional Holdings Jul 7, 2026 0.00 SEC ↗

Systrade

13F-HR - Systrade AG (0001818160) (Filer)

Institutional holdings report (13F-HR) filed by Systrade AG....

Institutional Holdings Jul 7, 2026 0.00 SEC ↗

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...

Restructuring Jul 7, 2026 0.00 SEC ↗

Pioneer

13F-HR - Pioneer Wealth Management Group (0001973339) (Filer)

Institutional holdings report (13F-HR) filed by Pioneer Wealth Management Group....

Institutional Holdings Jul 7, 2026 0.00 SEC ↗

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...

Offering Jul 7, 2026 0.00 SEC ↗

Fermata

13F-HR - Fermata Advisors, LLC (0001859259) (Filer)

Institutional holdings report (13F-HR) filed by Fermata Advisors, LLC....

Institutional Holdings Jul 7, 2026 0.00 SEC ↗

180

13F-HR - 180 WEALTH ADVISORS, LLC (0001730817) (Filer)

Institutional holdings report (13F-HR) filed by 180 WEALTH ADVISORS, LLC....

Institutional Holdings Jul 7, 2026 0.00 SEC ↗

First

13F-HR - First Citizens Financial Corp (0001800597) (Filer)

Institutional holdings report (13F-HR) filed by First Citizens Financial Corp....