NBS Government Finance Group files MA-I amendment
NBS Government Finance Group updates its MA-I filing, emphasizing compliance in municipal advisory services. Stakeholders await further developments.
SPVC Turbine 2, LLC seeks $25 million in new equity offering
SPVC Turbine 2, LLC has filed to raise $25 million through equity securities, marking a significant step in its growth strategy.
CSG Advisors Inc files amendment to municipal advisory submission
CSG Advisors Inc has filed an amendment to its municipal advisory submission, showcasing its commitment to regulatory compliance and transparency.
Raimondo acquires 266 shares of Costco through stock grant
Gina Marie Raimondo acquires 266 shares of Costco through restricted stock units, reflecting her commitment to the company and aligning with retail industry practices.
CFG Wealth Management Services reports $108.98 million in assets
CFG Wealth Management Services, Inc. reports $108.98 million in assets across 155 positions in its latest SEC filing, reflecting strategic investment decisions.
Wilsey Asset Management reports $681.15 million in holdings
Wilsey Asset Management Inc. reveals $681.15 million in holdings in its latest 13F-HR filing, reflecting its investment strategy as of September 30, 2026.
Stelmo AI announces $550,000 offering update
Stelmo AI, Inc. files offering update for $550,000, with $225,000 sold, showcasing its funding strategy and commitment to growth.
Fulcrum Equity Management Reports $125M Portfolio Value Increase
Fulcrum Equity Management's recent filing shows a portfolio valued at over $125 million, emphasizing strategic investments in technology and healthcare sectors.
Gradient Capital Advisors reports $433 million in holdings
Gradient Capital Advisors, LLC reveals $433 million in holdings in its latest 13F-HR filing, reflecting its investment strategy and market positioning.
HSBC USA Inc. Offers Callable Contingent Income Barrier Notes
HSBC USA Inc. has filed a prospectus for Callable Contingent Income Barrier Notes, indicating a strategic financial move in the national commercial banks sector.
Morgan Stanley Finance LLC Files Free Writing Prospectus
Morgan Stanley Finance LLC has filed a Free Writing Prospectus for a new structured investment linked to Apple and NVIDIA stocks, expanding its product offerings.
AssetMark reports $59 billion in assets in latest filing
AssetMark, Inc. reveals over $59 billion in assets under management in its latest 13F-HR filing, reflecting strong growth in the asset management sector.
Marilyn Matz to Sell 400 Shares of Teradyne, Inc.
Marilyn Matz files to sell 400 shares of Teradyne, Inc., valued at $140,000, amid a series of recent stock transactions.
General Inception Opportunity SPV II files for $225,000 offering
General Inception Opportunity SPV II has filed for a private equity fund offering, raising $225,000 to cover operational expenses.
Equitybee 22-89967 amends investment offering details
Equitybee 22-89967 updates its investment offering, revealing changes in strategy and investor participation, impacting the private equity fund landscape.
FT 13257 Registers Securities Under Securities Act of 1933
FT 13257 has registered its securities under the Securities Act, marking a significant milestone for the company and the unit investment trust industry.
FT 13256 files amendment for new unit investment trust
FT 13256 announces an amendment to its registration statement for a new unit investment trust, aiming to buffer losses while participating in ETF gains.
Golisano to Sell 14,747 Shares of Paychex, Inc.
Thomas Golisano files to sell 14,747 shares of Paychex, Inc., valued at about $1.66 million, reflecting ongoing liquidity strategies.
365 WMG Private Fund I reveals major holdings in 13F-HR report
365 WMG Private Fund I: Primus Fund LLC discloses its significant holdings in major companies in its latest 13F-HR filing, reflecting its investment strategy.
BAG Q4 Deal 1 a Series of CGF2026 LLC raises $136,443
BAG Q4 Deal 1 a Series of CGF2026 LLC has raised $136,443 in a private equity offering, highlighting trends in the pooled investment fund sector.