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

NATIONS FINANCIAL GROUP INC, /IA/ /ADV held 6,444 QQQI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

period ended2026-06-30
13F 6,444 shares
Change vs previous 13F +6,444 shares
0.02% of the 13F portfolio, value $365,974.
13F-HR 0001109767-26-000009 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 0 shares
Change vs previous 13F -9,574 shares
13F-HR 0001109767-25-000009 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-06-30
13F 9,574 shares
Change vs previous 13F +1,415 shares
0.03% of the 13F portfolio, value $497,944.
13F-HR 0001109767-25-000005 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 8,159 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $386,981.
13F-HR 0001109767-25-000004 filed by NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).