NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK
0001109767
City
CEDAR RAPIDS
State / Country
IA
Holdings in BOE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $469,922 | 40,130 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $464,304 | 40,130 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $455,475 | 40,130 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $450,437 | 41,515 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $447,116 | 41,515 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $479,844 | 42,615 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $486,627 | 45,865 | Shares | Sole | 2024-07-29 |
| 2024-03-31 | $491,776 | 47,015 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $456,468 | 46,015 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $461,268 | 48,915 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $724,204 | 71,917 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $744,700 | 74,995 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $731,091 | 76,474 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $623,985 | 70,827 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $703,977 | 72,055 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $818,255 | 72,348 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $881,003 | 72,332 | Shares | Sole | 2022-02-10 |
| 2021-09-30 | $811,690 | 69,316 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $872,237 | 69,501 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $798,405 | 69,487 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $748,655 | 68,621 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $656,530 | 68,603 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $646,080 | 68,586 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $566,770 | 68,368 | Shares | Sole | 2020-05-08 |