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

NATIONS FINANCIAL GROUP INC, /IA/ /ADV held 3,738 MA 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 3,738 shares
    Change vs previous 13F +3,003 shares

    0.09% of the 13F portfolio, value $1,919,976.

    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 735 shares
    Change vs previous 13F +169 shares

    0.02% of the 13F portfolio, value $367,335.

    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 566 shares
    Change vs previous 13F +111 shares

    0.02% of the 13F portfolio, value $323,163.

    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 455 shares
    Change vs previous 13F +55 shares

    0.02% of the 13F portfolio, value $258,809.

    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 400 shares
    Change vs previous 13F -2,627 shares

    0.02% of the 13F portfolio, value $224,776.

    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 3,027 shares
    Change vs previous 13F +2,619 shares

    0.13% of the 13F portfolio, value $1,659,159.

    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 408 shares
    Change vs previous 13F -5,208 shares

    0.02% of the 13F portfolio, value $214,841.

    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).

  8. period ended2024-09-30
    13F 5,616 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,773,181.

    13F-HR 0001376474-24-000642 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).