NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Holdings in PEO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,088,956 | 50,090 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $1,179,446 | 54,807 | Shares | Sole | 2025-10-28 |
| 2025-06-30 | $1,171,225 | 54,807 | Shares | Sole | 2025-08-11 |
| 2025-03-31 | $1,243,304 | 54,507 | Shares | Sole | 2025-05-13 |
| 2024-09-30 | $1,326,024 | 57,107 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $1,395,516 | 59,107 | Shares | Sole | 2024-07-29 |
| 2024-03-31 | $1,363,007 | 59,107 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $1,194,270 | 57,890 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $1,349,976 | 58,390 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $1,215,679 | 58,390 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $1,200,498 | 58,390 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $1,272,902 | 58,390 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $1,136,269 | 58,390 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,136,853 | 58,390 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $1,228,381 | 58,690 | Shares | Sole | 2022-05-13 |