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NATIONS FINANCIAL GROUP INC, /IA/ /ADV: GARP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NATIONS FINANCIAL GROUP INC, /IA/ /ADV on GARP, newest first. How the timeline and the estimate are built.

NATIONS FINANCIAL GROUP INC, /IA/ /ADV held 23,988 GARP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,988 shares
    Change vs previous 13F +630 shares

    0.09% of the 13F portfolio, value $1,980,209.

    13F-HR 0001109767-26-000009 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
    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 23,358 shares
    Change vs previous 13F +2,981 shares

    0.08% of the 13F portfolio, value $1,494,211.

    13F-HR 0001109767-26-000007 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
    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 20,377 shares
    Change vs previous 13F +10,925 shares

    0.07% of the 13F portfolio, value $1,387,674.

    13F-HR 0001109767-26-000002 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
    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 9,452 shares
    Change vs previous 13F +3,304 shares

    0.04% of the 13F portfolio, value $620,429.

    13F-HR 0001109767-25-000009 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
    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 6,148 shares
    Change vs previous 13F +929 shares

    0.03% of the 13F portfolio, value $371,216.

    13F-HR 0001109767-25-000005 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
    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 5,219 shares
    Change vs previous 13F +222 shares

    0.02% of the 13F portfolio, value $266,258.

    13F-HR 0001109767-25-000004 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
    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 4,997 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $281,081.

    13F-HR 0001376474-25-000126 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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