Wealth Management Nebraska Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationnorfolk, NE
- CIK0002042783
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
92 | $838.96 M | KRE, AVSC, DFIV, AVLV | 13F-HR | Nov 3, 2025 | 000117266125004555 | ||
82 | $739.79 M | KRE, AVSC, DFIV, DFUS | 13F-HR | Jul 23, 2025 | 000117266125002686 | ||
74 | $657.38 M | KRE, AVSC, DFIV, DFUS | 13F-HR | May 15, 2025 | 000117266125002123 | ||
71 | $614.79 M | KRE, AVSC, HYMB, DFIV | 13F-HR | Feb 3, 2025 | 000117266125000475 |