Hardworking Capital Advisors Reveals $121.2M Portfolio in 13F-HR
Hardworking Capital Advisors, LLC reports a $121.2 million portfolio in its latest 13F-HR filing, highlighting significant investments in major tech companies.
Lycia Therapeutics registers common stock for Nasdaq listing
Lycia Therapeutics, Inc. has filed to register its common stock on Nasdaq, signaling growth in the biological products sector.
Bank of Montreal files for $757,000 in Medium-Term Notes
Bank of Montreal has filed a registration statement for $757,000 in Senior Medium-Term Notes, reflecting its innovative approach in the commercial banking sector.
Strategy Inc Proposes Daily Dividends in New Proxy Statement
Strategy Inc plans to offer daily dividends, aiming to enhance liquidity and reduce volatility. The proposal is set for a shareholder vote.
Guardian Investment Management files 13F-HR for Q3 2026
Guardian Investment Management reports a $156.86M portfolio value in its latest 13F-HR filing, showcasing diverse investments across major companies.
Guggenheim Defined Portfolios files amendment for new trust
Guggenheim Defined Portfolios, Series 2633, files an amendment to its registration statement, offering new investment opportunities.
Morgan Stanley Finance files pricing supplement for investments
Morgan Stanley Finance LLC files a pricing supplement for structured investments, aiming to attract investors in a competitive market.
GS Finance Corp. files for $1.33 billion in yield notes
GS Finance Corp. files to offer $1.33 billion in trigger autocallable notes linked to major indices, showcasing innovation in the security brokerage sector.
Bank of Montreal announces $5.3M senior medium-term notes
Bank of Montreal files for $5.3 million in senior medium-term notes linked to Meta Platforms, Inc., signaling a strategic move in commercial banking.
Tranquility Partners reports $288 million in holdings
Tranquility Partners, LLC reports $288 million in holdings as of September 30, 2026, reflecting its investment strategy in major companies.
BofA Finance LLC announces $1.713 million note offering
BofA Finance LLC files to offer Buffered Digital Return Notes worth $1.713 million, linked to major market indices.
SummerHaven amends 13F filing to correct holdings data
SummerHaven Investment Management amends its 13F filing, correcting previous errors in reported holdings, emphasizing transparency and accuracy.
Breakwater Investment Management reports Q3 holdings update
Breakwater Investment Management reveals $301.7 million in assets under management in its latest quarterly report, reflecting its investment strategies.
Private Access Declaration Real Estate Fund III LP files new offering
Private Access Declaration Real Estate Fund III LP has filed a new offering, indicating a strategic move to raise capital under SEC regulations.
Urban Wealth Management files 13F-HR report for Q3 2026
Urban Wealth Management, LLC files its 13F-HR report for Q3 2026, revealing significant investments in major tech companies.
Milestones Private Investment Advisors Files 13F-HR Report
Milestones Private Investment Advisors LLC files its 13F-HR, reporting $123 million in holdings, including investments in major tech companies.
ShariaPortfolio reports $284 million in 13F-HR filing
ShariaPortfolio, Inc. discloses $284 million in holdings in its latest 13F-HR filing, showcasing its investment strategies in the financial sector.
Portside Wealth Group reveals latest 13F-HR investment report
Portside Wealth Group's recent 13F-HR filing shows over $901 million in holdings, reflecting strategic adjustments in its investment portfolio.
BofA Finance LLC Issues $385,000 Callable Yield Notes
BofA Finance LLC announces the issuance of $385,000 Callable Yield Notes, fully guaranteed by Bank of America Corporation, reflecting its innovative strategy.
TABR Capital Management discloses $136.4M in holdings
TABR Capital Management, LLC reports $136.4 million in holdings as of September 30, 2026, showcasing its investment strategy in the financial services sector.