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Partners in Financial Planning

Position in NKSH — National Bankshares Inc

CIK 2054264 SALEM, VA

Position in NKSH

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$778,588
-$1,714 QoQ
Shares Held
21,431
0.0% QoQ
Ownership
0.336%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#19
of 95 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in NKSH Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Partners in Financial Planning holds $2,536,015 across 5 Banks - Regional names. NKSH ranks #2 (30.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 NKSH
National Bankshares Inc
This page
21,431 $778,588

All Filings in NKSH

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $778,588 21,431
2026-03-31 $780,302 21,431
2025-12-31 $718,581 21,431
2025-09-30 $630,928 21,431
2025-06-30 $435,499 16,011
2025-03-31 $388,265 14,580
2024-12-31 $418,591 14,580
2024-09-30 $435,942 14,580
2024-06-30 $405,874 14,352
2024-03-31 $497,207 14,882
2023-12-31 $481,432 14,882
2023-09-30 $372,645 14,882
2023-06-30 $434,405 14,882
2023-03-31 $427,289 13,582
2022-12-31 $529,219 13,132
2022-09-30 $436,314 12,924
2022-06-30 $405,813 12,924
2022-03-31 $472,588 12,704
2021-12-31 $455,311 12,704
2021-09-30 $428,131 11,791
2021-06-30 $412,802 11,791