Upstart Wealth Management files latest 13F notice
Upstart Wealth Management, LLC has submitted its 13F notice, detailing investment positions as of September 30, 2026, highlighting transparency in asset management.
Auour Investments reports $353.17 million in 13F filing
Auour Investments LLC reveals $353.17 million in assets in its latest 13F filing, showcasing its investment strategy in major companies.
RREEF Property Trust seeks stockholder approval for liquidation
RREEF Property Trust, Inc. plans to liquidate and dissolve, seeking stockholder approval for the process amid ongoing challenges in the real estate investment sector.
Outlook Wealth Advisors reports $470M in latest 13F-HR filing
Outlook Wealth Advisors, LLC discloses $470 million in investments in its latest 13F-HR filing, showcasing its strategic asset management approach.
CSAIL 2019-C16 Trust Files Latest Asset-Backed Securities Report
CSAIL 2019-C16 Commercial Mortgage Trust files an ABS-EE report detailing loan information and property valuations, showcasing strength in asset-backed securities.
BANK 2018-BNK12 reports stable distribution results
BANK 2018-BNK12 announces its monthly distribution report, indicating stable performance with no losses for the period ending October 19, 2026.
FS Bancorp Executive Executes Significant Stock Transactions
FS Bancorp's Chief Home Lending Officer, Donn C. Costa, reports major stock transactions, reflecting executive commitment and potential industry implications.
Santander UK Reports Q3 Results Amid TSB Integration Progress
Santander UK Group Holdings PLC shows slight profit decline in Q3 2026, focusing on TSB integration and customer initiatives amidst economic challenges.
Macquarie Infrastructure Fund Amends Investment Advisory Agreement
Macquarie Infrastructure Fund amends its advisory agreement, waiving management fees to attract non-affiliated investors, impacting the investment advice sector.
AerCap declares quarterly cash dividend of $0.40 per share
AerCap Holdings N.V. announces a quarterly cash dividend of $0.40 per share, payable December 3, 2026, reflecting its commitment to shareholder value.
POOL CORP Reports Strong Q3 Results in Latest 10-Q Filing
POOL CORP's recent 10-Q filing shows strong performance and strategic initiatives, indicating resilience in the wholesale durable goods sector.
Legg Mason Files Annual Report on Western Asset Fund
Legg Mason Partners Institutional Trust releases its annual shareholder report, detailing performance and strategies for the Western Asset Premier Institutional Liquid Reserves fund.
Vasopore, Inc. launches $2.5 million private offering
Vasopore, Inc. announces a private offering to raise $2.5 million, with $1.1 million already secured, showcasing investor interest in the tech sector.
Federated Hermes Adviser Series Files New Registration Statement
Federated Hermes Adviser Series files a new registration statement, signaling expansion and adaptation in the investment management sector.
Soltis Investment Advisors reports $2.19B portfolio in 13F-HR
Soltis Investment Advisors LLC reveals a portfolio worth $2.19 billion in its latest 13F-HR filing, showcasing its investment strategy and major holdings.
HSBC USA Inc. Announces Autocallable Income Notes Offering
HSBC USA Inc. has filed a prospectus for Autocallable Contingent Income Barrier Notes, marking a strategic move in the national commercial banks sector.
Bridge Builder Trust Updates Mutual Fund Offerings in Filing
Bridge Builder Trust's recent filing reveals updates to its mutual fund offerings, reflecting trends in the investment industry and potential competitive shifts.
SS&H Financial Advisors reports Q3 2026 investment holdings
SS&H Financial Advisors, Inc. files its Q3 2026 13F-HR, detailing significant investments in major companies like Apple and Amazon.
Federated Hermes Adviser Series Files Summary Prospectus
Federated Hermes Adviser Series has filed a summary prospectus for its Conservative Microshort Fund, highlighting its investment strategy and share classes.
125 Ventures SPV Women's Pro B-Ball League raises $1.2M
125 Ventures SPV Women's Pro B-Ball League raises over $1.2 million in a new private offering, signaling growth in women's sports investment.