Baring
13F-HR - Baring Financial LLC (0002052588) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Baring Financial LLC....
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Bath
13F-HR - Bath Savings Trust Co (0001384943) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Bath Savings Trust Co....
Copper
Copper Property CTL Pass Through Trust Monthly distribution details
The trust released its monthly financial package for September 2026, detailing cash distributions, property sales, and portfolio performance metrics....
Boston
13F-HR - Boston Standard Wealth Management, LLC (0001630939) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Boston Standard Wealth Management, LLC....
Tessera
CEO Michael Oster appoints via new employment agreement
Tessera Defense appoints Michael Oster as executive officer across its U.S. parent and Israeli subsidiaries under a new executive compensation agreeme...
T3
T3 Defense hires CFO
T3 Defense Inc. engaged Shlomo Zakai, CPA, as its Chief Financial Officer effective October 5, 2026. Market relevance: Fiscal leadership update....
Persium
13F-HR - Persium Advisors, LLC (0002033683) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Persium Advisors, LLC....
EPIQ
13F-HR - EPIQ PARTNERS, LLC (0001799435) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by EPIQ PARTNERS, LLC....
Whitcomb
13F-HR - Whitcomb & Hess, Inc. (0001813577) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Whitcomb & Hess, Inc.....
Canandaigua
13F-HR - Canandaigua National Trust Co of Florida (0001471384) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Canandaigua National Trust Co of Florida....
Family
13F-HR - Family Legacy Financial Solutions, LLC (0002076068) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Family Legacy Financial Solutions, LLC....
CANANDAIGUA
13F-HR - CANANDAIGUA NATIONAL BANK & TRUST CO (0001074266) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by CANANDAIGUA NATIONAL BANK & TRUST CO....
Exchange
13F-HR - Exchange Bank (0002001155) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Exchange Bank....
Cooper
13F-HR - Cooper Financial Group (0001751581) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Cooper Financial Group....
Elm3
13F-HR - Elm3 Financial Group, LLC (0002011201) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Elm3 Financial Group, LLC....
BANK5
Morgan Stanley files BANK5 2026-5YR24 commercial mortgage certificates.
Morgan Stanley Capital I Inc. issued commercial mortgage pass-through certificates through a pooling and servicing agreement, representing debt backed...
STEPH
13F-HR - STEPH & CO (0000941519) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by STEPH & CO....
Dominguez
13F-HR - Dominguez Wealth Management Solutions, Inc. (0001881335) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Dominguez Wealth Management Solutions, Inc.....
KFA
13F-HR - KFA Private Wealth Group, LLC (0001800556) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by KFA Private Wealth Group, LLC....
ELEVATION
13F-HR - ELEVATION WEALTH PARTNERS, LLC (0001976256) (Filer)
Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ELEVATION WEALTH PARTNERS, LLC....