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Disclosery

Nadler Financial Group, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nadler Financial Group, Inc. on JPM, newest first. How the timeline and the estimate are built.

Nadler Financial Group, Inc. held 5,659 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,659 shares
    Change vs previous 13F -68 shares

    0.16% of the 13F portfolio, value $1,852,435.

    13F-HR 0001541787-26-000008 filed by Nadler Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,727 shares
    Change vs previous 13F -345 shares

    0.16% of the 13F portfolio, value $1,684,663.

    13F-HR 0001541787-26-000006 filed by Nadler Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,072 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,956,465.

    13F-HR 0001541787-26-000005 filed by Nadler Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,072 shares
    Change vs previous 13F +276 shares

    0.18% of the 13F portfolio, value $1,915,175.

    13F-HR 0001541787-25-000008 filed by Nadler Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,796 shares
    Change vs previous 13F -64 shares

    0.17% of the 13F portfolio, value $1,680,447.

    13F-HR 0001541787-25-000005 filed by Nadler Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,860 shares
    Change vs previous 13F +140 shares

    0.16% of the 13F portfolio, value $1,437,509.

    13F-HR 0001541787-25-000004 filed by Nadler Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,720 shares
    Change vs previous 13F +730 shares

    0.14% of the 13F portfolio, value $1,371,147.

    13F-HR 0001541787-25-000003 filed by Nadler Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,990 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,052,159.

    13F-HR 0001541787-24-000007 filed by Nadler Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).