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Disclosery

NATIONS FINANCIAL GROUP INC, /IA/ /ADV: IDV 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 IDV, newest first. How the timeline and the estimate are built.

NATIONS FINANCIAL GROUP INC, /IA/ /ADV held 11,847 IDV 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 11,847 shares
    Change vs previous 13F +427 shares

    0.02% of the 13F portfolio, value $490,821.

    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 11,420 shares
    Change vs previous 13F +1,655 shares

    0.03% of the 13F portfolio, value $486,070.

    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 9,765 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $385,246.

    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).