NATIONS FINANCIAL GROUP INC, /IA/ /ADV
CIK
0001109767
City
CEDAR RAPIDS
State / Country
IA
Holdings in JRI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $546,562 | 40,440 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $571,328 | 40,374 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $563,140 | 42,006 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $549,607 | 42,771 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $526,710 | 43,726 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $589,833 | 43,450 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $488,624 | 40,431 | Shares | Sole | 2024-07-29 |
| 2024-03-31 | $476,180 | 40,431 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $476,957 | 40,981 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $444,321 | 42,131 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $524,287 | 46,231 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $550,637 | 47,231 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $548,762 | 47,231 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $520,750 | 47,031 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $602,308 | 46,406 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $708,707 | 46,706 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $763,672 | 47,706 | Shares | Sole | 2022-02-10 |
| 2021-09-30 | $730,031 | 48,206 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $617,442 | 38,691 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $542,696 | 37,126 | Shares | Sole | 2021-05-14 |
| 2020-12-31 | $522,826 | 39,115 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $468,173 | 39,092 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $453,211 | 39,074 | Shares | Sole | 2020-08-13 |
| 2020-03-31 | $382,764 | 39,052 | Shares | Sole | 2020-05-08 |