Financial News Archive

SEC EDGAR · Federal Reserve · FDA · BLS · Updated every 60s

McCarley
13F-HR - McCarley & Cook Financial Planners (0002159252) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by McCarley & Cook Financial Planners....

Pinnacle
13F-HR - Pinnacle Bancorp, Inc. (0001703383) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Pinnacle Bancorp, Inc.....

CULBERTSON
13F-HR - CULBERTSON A N & CO INC (0001224890) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by CULBERTSON A N & CO INC....

Northern
13F-HR - Northern Lights Advisors, Inc. (0002127798) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Northern Lights Advisors, Inc.....

McCarley
13F-HR - McCarley & Cook Financial Planners (0002159252) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-06-30 filed by McCarley & Cook Financial Planners....

Seros
13F-HR - Seros Financial, LLC (0002039918) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Seros Financial, LLC....

VIRTUE
13F-HR - VIRTUE ASSET MANAGEMENT LLC (0002094533) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by VIRTUE ASSET MANAGEMENT LLC....

LEGACY
13F-HR - LEGACY FINANCIAL GROUP, INC. (0001965579) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by LEGACY FINANCIAL GROUP, INC.....

NBT
13F-HR - NBT BANK, N.A. (0000898413) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by NBT BANK, N.A.....

McCarley
13F-HR - McCarley & Cook Financial Planners (0002159252) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-03-31 filed by McCarley & Cook Financial Planners....

ISTHMUS
13F-HR - ISTHMUS PARTNERS, LLC (0001639666) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ISTHMUS PARTNERS, LLC....

Root
13F-HR - Root Financial Partners, LLC (0001977181) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Root Financial Partners, LLC....

Carter
13F-HR - Carter Financial Group, INC. (0001919749) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Carter Financial Group, INC.....

FIDELITY
Fidelity D & D Bancorp reports record Q3 2026 earnings

Fidelity D & D Bancorp reported a 21% increase in net income to $8.9 million for Q3 2026, driven by growth in net interest income and total assets rea...

ADAMS
13F-HR - ADAMS NATURAL RESOURCES FUND, INC. (0000216851) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ADAMS NATURAL RESOURCES FUND, INC.....

ADAMS
13F-HR - ADAMS DIVERSIFIED EQUITY FUND, INC. (0000002230) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by ADAMS DIVERSIFIED EQUITY FUND, INC.....

13F-HR/A
13F-HR/A - Base Wealth Management LLC (0002083977) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by 13F-HR/A - Base Wealth Management LLC (0002083977) (Filer)....

Pembroke
13F-HR - Pembroke Management, LTD (0001063497) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Pembroke Management, LTD....

McCarley
13F-HR - McCarley & Cook Financial Planners (0002159252) (Filer)

Institutional holdings report (13F-HR) for the period ended 2025-12-31 filed by McCarley & Cook Financial Planners....

Wealthcare
13F-HR - Wealthcare Capital Partners, LLC (0002053307) (Filer)

Institutional holdings report (13F-HR) for the period ended 2026-09-30 filed by Wealthcare Capital Partners, LLC....