Wealth Management Nebraska Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationnorfolk, NE
- CIK0002042783
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
91 | $874.77M | KRE, AVSC, AVLV, DFIV | 13F-HR | Jan 28, 2026 | 000117266126000356 | ||
92 | $838.96M | KRE, AVSC, DFIV, AVLV | 13F-HR | Nov 3, 2025 | 000117266125004555 | ||
82 | $739.79M | KRE, AVSC, DFIV, DFUS | 13F-HR | Jul 23, 2025 | 000117266125002686 | ||
74 | $657.38M | KRE, AVSC, DFIV, DFUS | 13F-HR | May 15, 2025 | 000117266125002123 | ||
71 | $614.79M | KRE, AVSC, HYMB, DFIV | 13F-HR | Feb 3, 2025 | 000117266125000475 |