NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK
0001109767
City
CEDAR RAPIDS
State / Country
IA
Holdings in HTD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $522,649 | 22,090 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $547,832 | 22,090 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $516,685 | 22,090 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $510,666 | 21,340 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $486,091 | 22,075 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $512,581 | 22,075 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $440,072 | 21,775 | Shares | Sole | 2024-07-29 |
| 2024-03-31 | $428,096 | 21,775 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $436,082 | 22,988 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $408,249 | 22,987 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $1,216,860 | 59,650 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $1,326,807 | 62,233 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $1,416,428 | 61,961 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $1,265,376 | 60,371 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,389,553 | 60,547 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $1,484,754 | 58,089 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $1,474,650 | 56,392 | Shares | Sole | 2022-02-10 |
| 2021-09-30 | $1,289,745 | 56,370 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $1,380,655 | 55,448 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $1,250,302 | 53,227 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $1,154,885 | 54,890 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $1,025,304 | 53,709 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $995,703 | 51,698 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $886,061 | 50,373 | Shares | Sole | 2020-05-08 |