S&P 500 Healthcare Sector SEC Filings — April 08, 2026

08-04-2026

ATRenew Inc. reported total net revenues of 21,048,256 thousand RMB (3,009,860 thousand US$) for the year ended December 31, 2025, up 28.9% YoY from 16,328,400 thousand RMB, with net product revenues surging 30.6% to 19,379,932 thousand RMB (2,771,293 thousand US$) while net service revenues grew more modestly at 12.5% to 1,668,324 thousand RMB (238,567 thousand US$). The company swung to positive operating income of 456,175 thousand RMB (65,231 thousand US$) and net income of 336,288 thousand RMB (48,088 thousand US$), compared to near-breakeven and small loss in 2024. However, operating cash flow deteriorated sharply to negative 414,569 thousand RMB (59,283 thousand US$) from positive 642,807 thousand RMB, and cash and cash equivalents fell to 1,537,461 thousand RMB (219,854 thousand US$).

• ·Adjusted net income for 2025 was 428,225 thousand RMB (61,235 thousand US$), up from 314,126 thousand RMB in 2024.
• ·Total assets as of Dec 31, 2025: 5,965,944 thousand RMB (853,119 thousand US$), down from 5,090,721 thousand RMB in 2024.
• ·Shareholders' equity as of Dec 31, 2025: 3,990,403 thousand RMB (570,620 thousand US$).
• ·Workforce breakdown: Operation and Fulfillment 1,430 (59.9%), R&D 449 (18.8%), Sales and Marketing 274 (11.5%).

08-04-2026

Ensysce Biosciences closed a second $2 million convertible preferred stock financing under a November 2025 commitment providing up to $20 million over 24 months to support its flagship analgesic programs and general corporate initiatives. The tranche features a fixed conversion price of $0.55 per share, 100% warrant coverage with an 18-month term, and additional 100% warrant coverage with a five-year term. This funding underscores investor confidence in the company's TAAP and MPAR platforms for abuse- and overdose-resistant pain treatments.

• ·Alternate conversion price based on average common stock prices prior to conversion.
• ·Warrants exercisable at fixed conversion price of $0.55 per share, subject to adjustment.
• ·Announcement date: April 7, 2026; SEC filing date: April 8, 2026.

08-04-2026

News Corporation disclosed via 8-K information provided to the Australian Securities Exchange (ASX) on recent dates regarding its ongoing stock repurchase program, authorized for up to $1 billion in aggregate repurchases of Class A (NWSA) and Class B (NWS) common stock. The filing references Exhibits 99.1 and 99.2 containing these ASX disclosures and includes forward-looking statements on repurchase intentions, subject to market conditions and other factors. No specific repurchase volumes or transactions are detailed in the main filing content.

• ·Securities: Class A Common Stock (NWSA, par value $0.01), Class B Common Stock (NWS, par value $0.01), both on Nasdaq Global Select Market
• ·Date of earliest event reported: April 7, 2026
• ·Filing signed and dated: April 8, 2026

08-04-2026

Corebridge Financial has entered a definitive all-stock merger agreement with Equitable Holdings to create a leading retirement, life, wealth, and asset management company with over 12 million customers and $1.5 trillion in assets under management and administration. The merger is expected to enhance capabilities for CREI by leveraging AllianceBernstein’s global distribution, with closure targeted by year-end 2026 subject to regulatory and shareholder approvals. While the transaction offers potential synergies and scale, it carries significant risks including integration challenges, failure to obtain approvals, business disruptions, and potential adverse impacts on operations and stock price.

• ·Transaction to close by year-end 2026, subject to customary closing conditions including regulatory approvals and shareholder votes.
• ·Corebridge and Equitable to operate separately until closing, with no changes to CREI partner contacts.
• ·Forward-looking statements highlight risks such as integration difficulties, failure to realize synergies, business disruptions, and potential rating downgrades.

08-04-2026

Pathway Financial Advisors LLC disclosed total holdings of $808,291,858 across 136 positions, all held solely, as of March 31, 2026, in its 13F-HR filing. The portfolio is dominated by ETFs including Vanguard Index Fds Value ETF ($105,147,546, 533,771 shares), Goldman Sachs ETF Tr Access Treasury ($95,761,766, 958,193 shares), and Vanguard Index Fds Growth ETF ($90,967,061, 205,794 shares). Individual stocks such as Apple Inc ($3,998,642, 15,625 shares), Microsoft Corp ($2,559,695, 6,854 shares), and NVIDIA Corp ($1,648,511, 9,293 shares) represent smaller but notable allocations.

• ·All 136 positions held with sole investment discretion (SH SOLE); no shared or performance rights.
• ·Filing CIK: 0001738828; SEC file number: 028-18736.
• ·Headquartered in South Burlington, VT.

08-04-2026

MB, Levis & Associates, LLC filed its 13F-HR on April 8, 2026, disclosing a portfolio valued at $239,680,085 across 234 positions as of March 31, 2026. Notable holdings include Vanguard Index FDS Large Cap ETF at $19,767,506, Vanguard Intl Equity Index F Allworld Ex US at $19,962,080, and WisdomTree TR US Qtly Div Grt at $15,315,334, with all positions held solely by the filer. The filing provides a snapshot of diversified investments in stocks, ETFs, and fixed income without period-over-period comparisons.

• ·Filer address: 4647 Saucon Creek Road, Suite 101, Center Valley, PA 18034
• ·Report period end: 03-31-2026
• ·Filing date: 04-08-2026
• ·All holdings reported as SOLE ownership with no put/call or other managers

08-04-2026

Central Pacific Bank - Trust Division filed Form 13F-HR on April 08, 2026, disclosing 970 equity holdings as of March 31, 2026, with a total portfolio value of $783638357. The portfolio features positions in major companies including Apple Inc. (5868072065 shares defined), Alphabet Inc., Amazon.com Inc., and hundreds of others across sectors like technology, healthcare, and consumer goods. This is a routine quarterly holdings report with no explicit period-over-period changes detailed.

• ·Filing date: April 08, 2026
• ·Period end date: March 31, 2026
• ·State of incorporation: HI
• ·Fiscal year end: 12/31
• ·SEC file number: 028-24090
• ·Contact phone: 8085446808

08-04-2026

MVB Financial Corp announced the appointment of Michael L. Giorgio as Chief Operating Officer for the company and its wholly-owned subsidiary MVB Bank, Inc., effective April 1, 2026, in addition to his existing role as Chief Information Officer. No changes were made to Mr. Giorgio's employment agreement, compensation, or any other arrangements in connection with this appointment. Mr. Giorgio has no family relationships with directors or executives and no material interests in transactions requiring disclosure.

• ·Biographical information for Mr. Giorgio incorporated by reference from the company's definitive proxy statement filed April 7, 2026.
• ·Event reported on Form 8-K filed April 8, 2026, covering Items 5.02 and 9.01.

08-04-2026

HBT Financial, Inc. issued its definitive proxy statement (DEF 14A) dated April 8, 2026, for the virtual Annual Meeting of Stockholders on May 19, 2026, at 10:00 a.m. CT. Shareholders will vote on electing 12 directors to serve until the 2027 annual meeting, an advisory 'say-on-pay' approval of named executive officer compensation, and ratification of RSM US LLP as independent auditors for the year ending December 31, 2026. The record date is March 20, 2026; the filing includes pay versus performance disclosures for PEOs Mr. Carter (2024-2025) and Mr. Drake (2022-2023), and Compensation Discussion and Analysis.

• ·Virtual meeting access: https://meetnow.global/MMTD25U
• ·Proxy materials mailed on or about April 8, 2026; available at www.envisionreports.com/HBT
• ·Director election requires plurality vote; abstentions and broker non-votes have no effect

08-04-2026

Precision BioSciences, Inc. (DTIL) filed a DEFA14A Definitive Additional Materials proxy statement on April 08, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. No fee was required for the filing. The document contains no financial data, performance metrics, or substantive disclosures.

08-04-2026

Regeneron Pharmaceuticals expects an acquired in-process research and development (IPR&D) charge of approximately $102 million on a pre-tax basis for the first quarter 2026 (ended March 31, 2026), negatively impacting both GAAP and non-GAAP net income per diluted share by approximately $0.81. This charge primarily relates to premiums on equity securities purchased, as well as development milestone and up-front payments tied to collaboration and licensing agreements. The results are preliminary, unaudited, and subject to change following financial closing procedures.

• ·Regeneron does not forecast acquired IPR&D charges due to uncertainty in occurrence, magnitude, and timing.
• ·Acquired IPR&D charges may include those from asset acquisitions, up-front/opt-in payments, certain development milestones, and premiums on equity securities in collaborations/licensing.
• ·Information is not deemed 'filed' under Section 18 of the Exchange Act or automatically incorporated by reference.

08-04-2026

New Era Energy & Digital, Inc. entered into a Term Loan Agreement dated April 8, 2026, with Texas Critical Data Centers LLC as the Borrower and Macquarie Equipment Capital Inc. as Administrative Agent, establishing a term loan credit facility including Term Loan A-1, A-2, A-3, and Delayed Draw Term Loans. Interest rates are set at 5.50% per annum for First Stage Loans and 7.75% for Second Stage Loans. The agreement defines thresholds for Additional Material Documents at $3,000,000 prior to the JV Operations Date and $15,000,000 thereafter, with no performance declines noted.

• ·Filing Items: 1.01 (Entry into Material Definitive Agreement), 2.03 (Creation of Direct Financial Obligation), 3.02, 8.01, 9.01 (Exhibits)
• ·Agreement provides for issuance of Warrants (Section 2.14)
• ·Loans may be issued with Original Issue Discount for U.S. federal income tax purposes

08-04-2026

Bill Few Associates, Inc. filed a 13F-HR report as of March 31, 2026, disclosing a portfolio of 212 securities with a total market value of $417494720. All reported positions are held as sole discretionary shares with no put or call options indicated. Notable holdings include Apple Inc. (103170 shares), NVIDIA Corporation (91998 shares), and Microsoft Corp. (40191 shares).

• ·Report filed on April 8, 2026
• ·Period end date: March 31, 2026
• ·Business address: 2100 Georgetown Drive, Suite 600, Sewickley, PA 15143
• ·All holdings reported as SH SOLE with zero puts or calls

08-04-2026

Community Financial Services Group, LLC filed a 13F-HR report on April 8, 2026, disclosing its equity holdings as of March 31, 2026. The portfolio includes 598 positions with a total market value of $568,196,866. Holdings span diverse sectors including technology (e.g., Apple, Amazon), healthcare (e.g., Abbott Laboratories, AbbVie), and financials (e.g., Berkshire Hathaway).

• ·Filing date: April 08, 2026
• ·Report period end: March 31, 2026
• ·State of incorporation: VT
• ·Business address: 100 Main Street, Suite 260, Newport, VT 05855

08-04-2026

Voya Financial, Inc. repurchased $150 million of its common stock in Q1 2026 and entered into an accelerated share repurchase agreement for an additional $150 million in Q2 2026. Alternative investment income for Q1 2026 is estimated at $35 million to $45 million pre-tax (mid-point annualized return of 7.5%), including general account and Investment Management segment returns. These preliminary figures precede the Q1 earnings release on May 5, 2026, and earnings call on May 6, 2026.

• ·Preliminary results are unaudited, subject to financial closing procedures, and could differ materially from final results.
• ·Information not deemed 'filed' under Section 18 of the Securities Exchange Act of 1934.

08-04-2026

TuHURA Biosciences completed its acquisition of Kineta on June 30, 2025 through a series of mergers, issuing 2,868,169 shares of TuHURA Common Stock initially (with potential for an additional 1,129,885 shares) and acquiring rights to Kineta's KVA12123 antibody, renamed TBS-2025. Concurrently, TuHURA raised gross proceeds of $12,612,169 ($11,512,169 net) via a June 2025 private placement of 4,759,309 shares and warrants at $2.65 per unit. As of June 30, 2025, post-merger total assets stood at $34,621,304 including $8,512,824 in cash and cash equivalents, with TuHURA pre-merger shareholders retaining approximately 92.4% ownership.

• ·Merger Agreement dated December 11, 2024, amended May 5, 2025.
• ·Securities Purchase Agreement dated June 2, 2025 for private placement.
• ·Warrants expire December 3, 2030; classified as equity with zero net effect.
• ·TuHURA determined as accounting acquirer; Kineta as acquired business.
• ·Pro forma statements prepared as if Mergers occurred January 1, 2025.

08-04-2026

Merck & Co., Inc. (MRK) filed a DEFA14A proxy statement overview ahead of its shareholder meeting, recommending votes FOR the election of 13 director nominees, a non-binding advisory vote approving named executive officer compensation, and ratification of the 2026 independent auditor appointment. The Board recommends AGAINST three shareholder proposals requesting reports on DEI risks in federal contracting, healthcare coverage gaps, and political contributions.

• ·Shareholders can request proxy materials by May 12, 2026 via www.ProxyVote.com, 1-800-579-1639, or sendmaterial@proxyvote.com.
• ·Filing date: April 08, 2026.
• ·This is not a votable ballot; follow instructions on reverse side to vote.

08-04-2026

Grupo Cibest S.A.'s FY 2025 annual report (20-F filed April 08, 2026) reveals a 5.0% YoY decline in net interest income to 19449286 million COP, reflecting lower total interest income (down 10.9% to 31576293 million COP) and average interest-earning assets (down 6.4% to 285004300 million COP), primarily due to a 35.5% drop in foreign activities assets despite 9.1% growth in domestic assets. Yields compressed across segments, with total average yield falling to 11.08% from 11.64%, though total net interest margin edged up slightly to 6.82%. Fee and commission revenues totaled 7928554 million COP, while divestitures rose 10.2% YoY to 130459 million COP.

• ·Discontinued Operation Banking Panama generated 519246 million COP in fee and commission revenues.
• ·Cumulative capital divestitures across 2023-2025 totaled 353177 million COP.
• ·Unfavorable economic factors include low private investment, fiscal deterioration risks, and high civil unrest potential; favorable factors include rapid economic recovery and solid international reserves.

08-04-2026

Sandbox Financial Partners, LLC filed its 13F-HR disclosing $355,619,503 in total portfolio value across 117 holdings as of March 31, 2026. Top positions include Vanguard Growth ETF at $39,458,242, Apple Inc. at $34,353,450, and iShares MSCI ACWI ex US ETF at $15,331,571. No prior period data or changes are provided in this routine quarterly holdings report.

• ·Filing submitted on April 8, 2026 for period ending March 31, 2026
• ·All holdings reported as sole discretionary with no voting authority changes noted

08-04-2026

Wealth Science Advisors LLC filed its 13F-HR on April 8, 2026, reporting total equity holdings of $177,733,841 across 203 positions as of March 31, 2026, all held in sole discretion. Top holdings include Capital Group Growth ETF ($29,679,088, 667,396 shares), Capital Group Dividend Value ETF ($28,240,392, 647,122 shares), Capital Group Global Growth Equity ETF ($22,050,991, 636,392 shares), and SPDR S&P 500 ETF ($19,832,961, 29,084 shares). Other notable positions feature NVIDIA ($4,168,089, 22,349 shares), Broadcom ($4,334,210, 12,523 shares), and Alphabet Inc. Class A ($3,870,871, 12,367 shares).

• ·All positions held as sole discretion with no shared voting or investment power indicated
• ·Business address: 55 Roswell Street, Suite 210, Alpharetta, GA 30009

08-04-2026

Warner Financial, Inc. filed its 13F-HR on April 8, 2026, disclosing institutional holdings as of March 31, 2026, with a total portfolio value of $291,588,000 across 135 positions primarily in ETFs and select equities. Largest holdings include Vanguard Value ETF ($33,102,000), Vanguard Growth ETF ($28,116,000), and Vanguard Tax-Managed Funds FTSE Developed Markets ETF ($20,783,000). The portfolio shows heavy allocation to index and sector ETFs from providers like Vanguard, iShares, and Schwab, with all positions held under sole voting authority.

• ·Filing covers period ending 03-31-2026
• ·All 135 positions held with sole voting authority (SH SOLE)
• ·No positions with put/call options or shared authority reported

08-04-2026

AFG Fiduciary Services Limited Partnership filed its 13F-HR on April 8, 2026, reporting total holdings valued at $171053497 across 92 positions as of March 31, 2026. Top holdings by market value include State Street SPDR S&P 500 ETF TR Unit ($30455728, 481472 shares), Amazon.com Inc ($7077749, 1816391 shares), and Apple Inc ($5855824, 4641303 shares). The portfolio includes long equity positions, ETFs, as well as short exposure through inverse ETFs like ProShares TR Short QQQ (65055 shares) and put options.

• ·Filing period end date: March 31, 2026
• ·Business address: 2 Essington Drive, Hingham, MA 02043

08-04-2026

Erickson Financial Group, LLC filed a 13F-HR report as of March 31, 2026, disclosing 25 equity holdings with a total market value of $159,580,682. Top positions include Capital Group Dividend Value Shares ($45,091,039), Vanguard World Fund Mega Growth Index ($27,198,276), and iShares ESG Aware MSCI USA ETF ($19,290,819), alongside stakes in popular ETFs like Invesco QQQ ($13,231,274) and individual stocks such as NVIDIA ($327,349) and Apple ($612,649). No changes or performance metrics relative to prior periods are provided in the filing.

• ·All reported holdings have sole voting authority (SH SOLE) with 0 shared or other discretion.
• ·ProShares UltraPro S&P500 (6952 shares, $674,205), Johnson & Johnson (3633 shares, $888,051), and iShares Core U.S. Aggregate Bond ETF (80,424 shares, $7,983,641) among other positions.
• ·Filing submitted on April 8, 2026, for period ended March 31, 2026.

08-04-2026

Lynch & Associates/IN filed a 13F-HR report disclosing $532,576,503 in total portfolio value across 126 equity positions as of March 31, 2026. Top holdings include Microsoft Corp ($37,401,902 for 101,040 shares), Walmart Inc ($22,063,198 for 177,528 shares), iShares Core S&P 500 ETF ($21,822,645 for 33,408 shares), and Johnson & Johnson ($21,206,410 for 86,755 shares). All positions are held solely with full voting and disposition power.

• ·Several positions reported with $0 market value, including First Horizon NTNL Corp (434,329 shares) and Marijuana Company of America (200,000 shares)
• ·Portfolio heavily weighted toward large-cap stocks and broad-market ETFs
• ·Filed on April 08, 2026 for period ending March 31, 2026

08-04-2026

Zoetis Inc. (ZTS) filed a DEFA14A Definitive Additional Materials proxy statement on April 08, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing was made by the registrant with no fee required.

08-04-2026

CISO Global, Inc. submitted a no-action request to the SEC Staff on April 7, 2026, seeking confirmation of no enforcement action under Rule 17Ad-20 for adopting a proposed Investor-Consent Share Loan Program, which provides beneficial owners an opt-in framework for securities lending via intermediaries. A press release announcing this was issued on April 8, 2026, and furnished as Exhibit 99.1. The filing notes forward-looking statements with risks, including potential SEC non-response or conditions.

• ·No-action request dated April 7, 2026 (Exhibit 99.2)
• ·Filing addresses principal executive offices at 6900 E. Camelback Road, Suite 900, Scottsdale, Arizona 85251

08-04-2026

Provident Financial Services, Inc. filed Definitive Additional Proxy Materials (DEFA14A) on April 08, 2026, as soliciting material under §240.14a-12 pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing contains metadata, company details, and graphics including check boxes and logo, but no substantive proposals, financial data, or shareholder matters are detailed in the provided content.

• ·Filing Type: DEFA14A
• ·SEC File Number: 001-31566
• ·CIK: 0001178970
• ·SIC: 6035 (Savings Institution, Federally Chartered)
• ·Fiscal Year End: 1231
• ·Business Address: 830 BERGEN AVENUE, JERSEY CITY, NJ 07306
• ·Phone: 2013331000

08-04-2026

Orrstown Financial Services Inc filed its 13F-HR report disclosing equity holdings as of March 31, 2026, primarily consisting of sole discretionary positions in large-cap US stocks and diversified ETFs. Key holdings include iShares Core S&P 500 Index Fund valued at $149639960 (229084 shares), Fidelity Enhanced International Equity ETF at $56368602 (1515285 shares), and individual stocks such as Apple Inc. at $5683373 (22394 shares), NVIDIA Corp at $4843088 (27770 shares), and Microsoft Corp at $5144623 (13898 shares). This routine snapshot provides no period-over-period comparisons or performance metrics.

• ·Filing date: April 08, 2026
• ·Report period end: March 31, 2026
• ·Business address: 4750 Lindle Rd, Harrisburg, PA 17111
• ·Phone: 717-530-2288
• ·Most positions held with sole voting power (SH SOLE)

08-04-2026

On April 7, 2026, Chewy, Inc.'s Board of Directors approved a $500 million increase to the company's share repurchase program for Class A and Class B common stock, incremental to the approximately $119.4 million remaining from the prior $500 million authorization in May 2024. Repurchases may occur through open market transactions, privately negotiated deals, or compliance with Rules 10b-18 and 10b5-1, subject to market conditions and other factors. The program has no expiration date and can be modified, suspended, or terminated at any time.

• ·Repurchases are discretionary and subject to stock price, trading volume, market conditions, legal requirements, and business considerations
• ·Program does not obligate repurchase of any specific number of shares
• ·Applicable to Class A common stock (CHWY, NYSE) and Class B common stock, par value $0.01 per share

08-04-2026

MFS High Income Municipal Trust (NYSE: CXE) adjourned its special shareholder meeting from April 7, 2026, to April 8, 2026, at 11:00 a.m. Eastern Time, to solicit additional votes for a proposed reorganization into MFS Municipal Income Trust (NYSE: MFM, the Surviving Fund). CXE's Board unanimously approved the Agreement and Plan of Reorganization on December 10, 2025, and recommends shareholder approval, with proxy statements mailed in early February 2026. MFM shareholders approved related proposals on April 2, 2026, including appointing Aberdeen as investment adviser post-reorganization.

• ·CXE shareholder record date: December 11, 2025
• ·MFM shareholder record date: December 11, 2025
• ·Media contact: +1 617.954.4256; Shareholder/Advisor contact: +1 617.954.7940

08-04-2026

Eagle Financial Services, Inc. (EFSI) filed Definitive Additional Proxy Materials (DEFA14A) on April 08, 2026, pursuant to Section 14(a) of the Securities Exchange Act of 1934. The filing was made by the registrant with no fee required. No substantive financial or operational details are provided in the header materials.

• ·Filing Type: DEFA14A
• ·Document Reference: efsi-2026-defa14amtg_not.htm
• ·Checkboxes: Filed by Registrant, Definitive Additional Materials, No fee required

08-04-2026

Castle Biosciences, Inc. (CSTL) filed a DEFA14A Definitive Additional Proxy Materials on April 08, 2026, as a notice of internet availability under Schedule 14A of the Securities Exchange Act of 1934. The filing was made by the registrant with no fee required. No specific financial or operational data is disclosed in the provided content.

08-04-2026

Beacon Financial Strategies CORP filed its 13F-HR report on April 8, 2026, disclosing $176185846 in total holdings value as of March 31, 2026, across 178 positions all held with sole discretionary authority. The portfolio is dominated by ETFs including Vanguard Index Fds Total Stk Mkt ($31107528, 96966 shares), Dimensional ETF Trust US Core Equity 2 ($30706978, 790195 shares), and Vanguard Tax-Managed Fds Van FTSE Dev Mkt ($15003778, 234141 shares), with additional exposure to individual stocks like Apple Inc ($638499, 2516 shares) and Amazon.com Inc ($1387079, 6660 shares). No shared discretion or other manager involvement was reported.

• ·Report filed under SEC file number 028-25782
• ·Filer located at 7100 Six Forks Rd., Ste. 135, Raleigh, NC 27615
• ·All positions reported as SOLE shared power to vote/dispose: 0

08-04-2026

Stonebridge Financial Group, LLC filed its 13F-HR report for the quarter ended March 31, 2026, disclosing 262 equity positions with total market value of $1216126817 across diversified ETFs, fixed income funds, and individual stocks held solely. Top holdings include iShares Core Dividend Growth (46434V621) at $58229348 (829714 shares), PIMCO ETF TR Short-Term Municipal Bond Active (72201R874) at $53288594 (1056265 shares), and Capital Group Fixed Income ETF Trust Core Plus Income (14020Y102) at $46096736 (2063417 shares). The portfolio shows no reported changes from prior periods in this filing.

• ·Filing date: April 08, 2026
• ·Report period end: March 31, 2026
• ·Other notable holdings: Apple Inc COM (037833100) $34268059 (135025 shares); Alphabet Inc Cap Stk Cl A (02079K305) $13121441 (45630 shares); Microsoft Corp COM (594918104) $12683530 (34264 shares)

08-04-2026

JBR Co Financial Management Inc filed its 13F-HR report disclosing holdings as of March 31, 2026, with a total portfolio market value of $238860183 across 120 positions, all held with sole voting authority. Notable holdings include NVIDIA Corporation at $34793172 (186559 shares), SPDR Series Trust at $12102800 (132445 shares), and Vanguard World Fund Information Technology ETF at $11783843 (15633 shares). No prior period data or changes are provided in the filing.

• ·All 120 positions reported with sole voting authority (SH SOLE) and no shared or other authority.
• ·Filing submitted on April 08, 2026, for period ending March 31, 2026.
• ·Portfolio heavily weighted toward ETFs and energy/tech stocks including multiple Invesco, Pacer, iShares, and SPDR funds.

08-04-2026

Civilization Ventures Management, LLC filed its Form 13F-HR on April 8, 2026, for the quarter ending December 31, 2025, reporting total holdings of $166,014,700 across 3 positions held solely. The portfolio consists of Natera Inc COM (228,458 shares valued at $52,337,443), BillionToOne Inc CL A (1,099,431 shares valued at $89,977,433), and Omada Health Inc COM (1,501,890 shares valued at $23,699,824). No other shared voting or investment discretion is reported.

• ·Filing CIK: 0002112250
• ·Filer address: 19 Cecilia Court, Belvedere Tiburon, CA 94920
• ·Business phone: 650.799.7646
• ·SEC file number: 028-26798

08-04-2026

Gladwyn Financial Advisors, Inc. filed a 13F-HR report on April 08, 2026, disclosing total equity holdings valued at $143728420 as of March 31, 2026, across 112 positions. The portfolio consists primarily of Vanguard and iShares ETFs focused on index, small-cap, growth, value, and international equities, with no reported changes in shares, puts, or calls from the prior period in this filing. Holdings are managed on a discretionary basis under investment adviser ID 801-131574.

• ·Filing CIK: 0002078684
• ·Investment adviser ID: 801-131574
• ·SEC file number: 028-25671
• ·Business address: 13603 Gladwyn Court, Chantilly, VA 20151
• ·All positions reported as sole or other voting authority with zero puts/calls outstanding

08-04-2026

Cambridge Financial Group, LLC filed its 13F-HR report on April 8, 2026, disclosing equity holdings as of March 31, 2026, with a total portfolio value of $295448467 across 168 positions held solely. The portfolio is diversified with significant allocations to Dimensional ETFs such as US Core Equity 2 ($29434666), Intl Core Equity ($24292731), and US Targeted Value ($24356485), alongside individual stocks including Apple Inc. ($5068168) and Amazon.com Inc. ($1336469). No period-over-period changes or performance metrics are provided in the filing.

• ·Filing date: April 08, 2026
• ·Report period end: March 31, 2026
• ·All holdings reported with sole voting power (SH SOLE)

08-04-2026

On April 6, 2026, W. Kirk Wycoff resigned as a director of USCB Financial Holdings, Inc. and its subsidiary U.S. Century Bank, effective immediately, to focus on other business ventures. The resignation was not due to any disagreement with the company. The company thanked Mr. Wycoff for his long and valued service.

• ·Filing signed by Robert Anderson on April 8, 2026

08-04-2026

Catalyst Crew Technologies Corp. appointed Carlos Peña, age 38, as Chief Financial Officer effective March 31, 2026. Mr. Peña has over 10 years of experience in accounting, financial management, and audit support, including recent roles as Supervisor of Administration and Finance at Aerovip (March 2024-present) and accounting services at Morales, Morales y Asociados (2023-2024). No formal employment agreement or compensation arrangements have been finalized, and there are no family relationships, arrangements, or related party transactions involving Mr. Peña.

• ·Mr. Peña holds a degree in Public Accounting from Universidad Alejandro de Humboldt in Caracas, Venezuela.
• ·The company is an emerging growth company but has not elected extended transition period for new accounting standards.
• ·Principal executive offices located at Av. Rómulo Gallegos con Av. Las Palmas, Edif. Torre Gerencial Los Andes, Caracas 1071, Venezuela.